Tech Solutions Consultant - Demos, Webinars & Training

Dynasty Financial Partners; Saint Petersburg (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Dynasty Financial Partners is seeking a Technology Sales Consultant to bridge our technology platform with trusted advisors. You will lead demos, webinars, product tours, and hands-on training, guiding Network Partners through new features as the platform evolves.

You will translate complex product knowledge into engaging sessions, collaborate with the tech team, and travel roughly 40% to client offices for training and implementation support nationwide.

Qualifications

• Experience delivering software demos or client-facing presentations, ideally in Wealth Management Technology or Financial Services
• Top-tier presentation skills, translating technical product knowledge into engaging sessions for advisor audiences
• Experience with CRM platforms (Salesforce) or financial planning software is strongly preferred
• 3-5 years' work experience in Financial Technology, Wealth Management, or Financial Services
• Bachelor's degree or equivalent experience
• Proficiency in Microsoft 365, including Excel and SharePoint, plus demo tools like PowerPoint and webinar platforms
• Experience as a Solutions Consultant, Sales Engineer, or Sales Enablement professional in financial services or fintech is preferred

Responsibilities

• Lead prospect and network partner demos of Dynasty's technology stack, supporting a growing volume of conversations
• Deliver polished, high-energy webinars and presentations showcasing new features and capabilities
• Understand clients' business needs and identify opportunities for adoption of new features or training resources
• Organize and host training calls, webinars, and onsite sessions, independently or with vendors
• Create training materials, visualizations, and documentation on software best practices
• Coordinate strategic calls to discuss technology use cases and share best practices with Network Partners
• Document and act on takeaways from client discussions

Skills

Presentation skills

CRM experience

Wealth management tech

Financial services experience

3-5 years experience

Education

Bachelor's degree

Tools

Salesforce

PowerPoint

Excel

SharePoint

Job description

Dynasty Financial Partners is seeking a Technology Sales Consultant to bridge our technology platform with trusted advisors. You will lead demos, webinars, product tours, and hands-on training, guiding Network Partners through new features as the platform evolves.

You will translate complex product knowledge into engaging sessions, collaborate with the tech team, and travel roughly 40% to client offices for training and implementation support nationwide.