Technology Sales & Enablement Consultant

Dynasty Financial Partners, LLC; Saint Petersburg (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Dynasty Financial Partners, LLC is hiring a Technology Sales Consultant to translate our technology platform for advisors. You will lead demos, host webinars, and develop training resources while collaborating with our tech team to showcase features. Travel to client offices will be needed to implement and train nationwide.

Requirements include proven presentation skills, CRM experience (Salesforce), and 3–5 years in financial services or fintech. A Bachelor's degree or equivalent is expected.

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.
• Experience with CRM platforms (e.g. Salesforce) or financial planning software is preferred.
• 3-5 years' work experience, preferably at a Financial Technology, Wealth Management, or Financial Services firm.
• Bachelor's degree or equivalent experience.
• Proficiency in Microsoft 365, including Excel and SharePoint, with solid presentation and demo tool knowledge.
• Experience as a Solutions Consultant, Sales Engineer, or Sales Enablement professional in financial services/tech is preferred.

Responsibilities

• Lead prospect and network partner demos of Dynasty's technology stack for multiple conversations.
• Deliver webinars and presentations to build momentum for new features.
• Identify opportunities for adoption of new software features or training resources.
• Organize training calls, webinars, and onsite sessions with vendors.
• Create training materials, visualizations, and documentation on software best practices.
• Coordinate strategic calls to discuss use cases and document takeaways.

Skills

Presentation skills

Software demos

People communication

Time management

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

SharePoint

PowerPoint

MS Office (Excel)

Job description

Dynasty Financial Partners, LLC is hiring a Technology Sales Consultant to translate our technology platform for advisors. You will lead demos, host webinars, and develop training resources while collaborating with our tech team to showcase features. Travel to client offices will be needed to implement and train nationwide.

Requirements include proven presentation skills, CRM experience (Salesforce), and 3–5 years in financial services or fintech. A Bachelor's degree or equivalent is expected.