What are the responsibilities and job description for the Technology & Operations Specialist position at Dynasty Financial Partners, LLC?
Job Description
Job Description
Description :
We are seeking a highly skilled Technology and Operations Specialist with expertise in teaching financial advisors how to operate their business using core technology solutions. This role will serve within one of our Network Partner offices and ideally bring experience working within a Registered Investment Advisor (RIA) environment. This person will be responsible for clearly communicating and educating on technological connectivity and supporting Financial Advisors and their teams across 7 office locations. This person will work to optimize operational workflows powered by Dynasty technology to enhance efficiency and service delivery. The ideal candidate will have familiarity with custodians, performance reporting, financial planning and CRM technologies and will understand how these systems integrate within a proprietary tech stack. Specific experience with Fidelity, Black Diamond and Salesforce are preferred.
Requirements :
- Training & Client Support
- Excellent client service as a central point of contact for the network partner on questions and support related to Dynasty operations and technology stack (Account enrollment, TAMP, Financial Planning, Custodial, and Performance Reporting programs)
- Train advisors and their teams to optimize key workflows using technology
- Work closely with advisors, operations teams, and client service associates to ensure seamless communication
- Stay abreast of new releases & features from various vendors and proprietary tech stack
- Proactively communicate client feedback and project manage solutions with multiple internal groups within Dynasty
- Proactively communicate process changes & enhancements to financial advisors and support staff across 7 offices
- Verbal and written communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational / creative style
- Operations
- Understand how Investment TAMP (Turnkey Asset Management Platform) is integrated within the proprietary tech stack
- Troubleshoot transfer-related issues and proactively address discrepancies in order to successfully onboard asset managers for reinvestment
- Assist / train in the account lifecycle from account opening to termination within various systems and the Dynasty TAMP and applicable required paperwork
- Assist in refining internal procedures to enhance efficiency and compliance
- CRM & Data Management
- Being the internal expert and go-to resource on the Network Partner’s CRM platform
- Collaborate with internal teams to optimize CRM workflows and reporting
- Performance Reporting
- Leverage Black Diamond to monitor performance data and ensure proper integration with custodial platforms
- Train employees on how to best utilize tools and capabilities within the reporting system
- Build reports & templates for advisors to leverage within their day-to-day wealth management practice
QUALIFICATIONS
Preferred Qualifications :
BENEFITS
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 law.
