Advisory Billing Platform Operations

We are seeking a motivated, self-starting individual to join our firm as an Associate, Advisory Billing Platform Operations. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to Dynasty’s VP- Billing Supervisor and is an in-office position in downtown St. Petersburg, Florida. The Dynasty Operations team is responsible for the overall administration of the firm’s turnkey asset management program (TAMP). This role is integral to executing the various duties conducted through the department including client account setup on the Investment Management Account platform, performing tasks as part of the transition operations onboarding process, providing excellent client service related to client accounts, and processing advisor and manager fee billing. This position must work effectively with internal members of the Dynasty team and engage management, independent financial advisors, and technology resource partners.

RESPONSIBILITIES:

• Carries out the required processes involving the TAMP billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians.
• Work directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity
• Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences
• Communicates with custodians, resource partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform.
• Monitors accounts and activities on platform for both professionally managed and advisor managed programs.
• Assists in compiling and analyzing data on a monthly/quarterly basis in accordance with billing and service practices.
• Supports tasks related to advisor onboarding and internal conversions to the reporting and investments platforms.
• Participates in special projects and cross-trains on other departmental functions.
• Acts as backup to support while team members are away from the office.
• Other duties as assigned.

QUALIFICATIONS

• Bachelor’s degree in Finance, Computer Science, Data Analytics or relevant field.
• 1 – 3 years of experience in financial services or applicable industry.
• Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing
• Wealth Management or Financial Services background helpful but not required
• Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment
• Client experience – Ability to consult internal and external clients; Strong client-first mentality
• Culture carrier – Adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
• Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data
• Verbal and written communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style
• Critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues
• Strong learning orientation and lean into new opportunities and are willing to challenge the status quo
• Strong attention to detail to ensure quality standards are met without impairing workflow.
• Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.

BENEFITS

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable