Client Success Manager

Job Description

Description:

Dynasty Financial Partners seeks a motivated, self-starting individual to join our firm as a Client Success Manager specializing in Wealth Management Technology. This individual would serve as a training and adoption consultant specializing in our performance reporting and financial planning tools (Black Diamond, Addepar, eMoney, and MoneyGuide), extending to our broader technology stack, to ensure our Network Partners’ (our client RIA businesses’) success on those platforms.

RESPONSIBILITIES:

Point of contact our Dynasty Network Partners on the implementation, administration and adoption of our technology stack, with a focus on Wealth Management Technology and Dynasty Proprietary platforms

Understand clients’ business needs and identify opportunities for adoption of new software features or additional training resources

Organize and host training and implementation calls both alone and in coordination 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 Partner constituents while documenting and executing on takeaways

Liaise with Dynasty’s resource partners to support existing partnerships, perform data audits/updates, manage user permissions, and coordinate technical support

Take ownership of tasks and work independently to ensure delivery on department goals and client satisfaction

Collaborate with our Product & Engineering team on product releases and product feedback from clients

Coordinate with Dynasty Finance, Legal, Compliance, Relationship Management and Marketing to find operational efficiencies internally and complete interdepartmental projects

Requirements:

Experience administrating Performance Reporting platforms (i.e. Black Diamond, Addepar) or Financial Planning tools (i.e. eMoney, MoneyGuide)

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 intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and SharePoint

Experience as a Client Success Manager/Business Analyst/Project Manager at Financial Services firm is preferred

Successful candidates will:

Demonstrate excellent time management skills, ability to gauge priority and urgency of client requests, and ability to work on multiple concurrent tasks and projects

Exercise outstanding communication and presentation skills, organization, and attention to detail to effectively collaborate with internal teammates, vendors, and clients

Be willing and flexible to travel onsite to client offices nationwide, approximately 4-6 times annually

Expand knowledge of tech stack to include the best practices of additional technology platforms and their integrations with the performance reporting and planning tools

Manage cross-departmental initiatives in a structured way while communicating with and obtaining resources from multiple stakeholders

Infer action items from client requests and translate complex technical information into digestible instructions

Think proactively to create value and positive rapport with clients

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 law.

Full-time

Hybrid remote