Tech Solutions Enablement Consultant

Dynasty Financial Partners; Florida; Hybrid; USD 70,000 - 110,000; Full time

Job summary

Dynasty Financial Partners is seeking a Technology Sales Consultant to join our Technology Education & Enablement team. This role translates our technology platform for advisors, leading demos, webinars, and product tours to showcase capabilities.

You will collaborate with the technology group and Network Partners, tailoring sessions to client needs, organizing training calls, and helping roll out new features across the platform.

Qualifications

• Experience delivering software demos or client-facing presentations.
• Strong presentation skills and ability to translate technical knowledge.
• Familiarity with CRM platforms (Salesforce) and reporting tools.
• 3-5 years' work experience in Financial Technology, Wealth Management, or Financial Services.

Responsibilities

• Lead prospect and network partner demos of Dynasty's technology stack and support a growing volume of conversations.
• Deliver polished, high-energy webinars and presentations that build excitement for new features.
• Understand clients' business needs and identify opportunities for adoption of new software features or training resources.
• Organize and host training and implementation calls, webinars, and onsite sessions with vendors.
• Create training materials, visualizations, and documentation on software best practices and internal processes.
• Coordinate and host strategic calls to discuss technology use cases and share best practices with Network Partners.

Skills

Presentation skills

Client-facing experience

Financial services exposure

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

PowerPoint

Excel

SharePoint

Job description

Dynasty Financial Partners is seeking a Technology Sales Consultant to join our Technology Education & Enablement team. This role translates our technology platform for advisors, leading demos, webinars, and product tours to showcase capabilities.

You will collaborate with the technology group and Network Partners, tailoring sessions to client needs, organizing training calls, and helping roll out new features across the platform.