Strategic Partner Success Lead – FinTech

Dynasty Financial Partners, LLC; Saint Petersburg (FL); Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

Dynasty Financial Partners seeks an experienced Partner Success Manager to join the Technology Partner Success team. The PM will manage a portfolio of Network Partners, guiding strategic use of Dynasty's technology stack and driving adoption and ROI.

You will lead executive reviews with firm leadership, translate technology into business outcomes, and mentor junior PSMs while working across Product, Engineering, Finance, and Compliance. Travel 4–6 times per year to partner offices is expected.

Qualifications

• 7-10+ years of work experience in financial technology, wealth management, or financial services.
• Bachelor's degree or equivalent experience; MBA a plus.
• Demonstrated experience leading executive-level business reviews and managing strategic, high-value client or partner relationships.
• Experience administering or consulting on CRM platforms (Salesforce preferred) and performance/revenue tools.
• Proficiency with Microsoft 365 (Excel, Power Automate, Power Apps, SharePoint).

Responsabilités

• Serve as senior technology point of contact for a portfolio of Network Partners, owning relationships across implementation, administration, and ongoing adoption.
• Lead Quarterly/Executive Business Reviews with partner leadership, presenting utilization insights, ROI, and technology roadmap updates.
• Identify opportunities for deeper platform adoption, new feature utilization, or additional training.
• Translate complex technology into business outcomes and executive-ready guidance for firm leadership.
• Organize training sessions, create materials, and coordinate best-practice sharing among partner firms.
• Mentor junior Partner Success Managers and collaborate with Product, Engineering, Finance, Legal, Compliance, Relationship Management, and Marketing.
• Travel onsite to partner offices nationwide, approximately 4-6 times annually.

Connaissances

Relationship management

Executive communication

Strategic thinking

Cross-functional leadership

CRM administration

Salesforce

Financial services knowledge

Travel readiness

Excel

Power Automate

Power Apps

SharePoint

Formation

Bachelor's degree or equivalent experience

MBA (plus)

Outils

Excel

Power Automate

Power Apps

SharePoint

Salesforce

Description du poste

Dynasty Financial Partners seeks an experienced Partner Success Manager to join the Technology Partner Success team. The PM will manage a portfolio of Network Partners, guiding strategic use of Dynasty's technology stack and driving adoption and ROI.

You will lead executive reviews with firm leadership, translate technology into business outcomes, and mentor junior PSMs while working across Product, Engineering, Finance, and Compliance. Travel 4–6 times per year to partner offices is expected.