Associate, Platform Operations
This role is based in Dynasty’s Headquarters in St. Petersburg, FL.
Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients.
Dynasty offers integrated and differentiated solutions and services ranging from transition support, experience and community, technology and CRM, finance, investments and operations, marketing, compliance, practice management, M&A, and capital strategies. Dynasty has established offices in St. Petersburg (Headquarters), New York City, and Chicago.
Job Overview
We are seeking a motivated, self-starting individual to join our firm as an Associate, 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 to include client account set up 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.
Requirements:
· 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.
Successful candidates will:
· Act with an entrepreneurial spirit and a willingness to show initiative
· Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs
· Think proactively to create value and stickiness with clients (both internal and external)
· Be comfortable working and thriving in a demanding and fast-paced environment
· Be a culture carrier and adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
· Show eagerness to learn and grow within the firm
At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
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 by law.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
Schedule:
Supplemental pay types:
Ability to commute/relocate:
- Saint Petersburg, FL 33701: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Microsoft Excel (Preferred)
- Accounting (Preferred)
Work Location: One location
