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© All Rights Reserved. ApplyBlast.com
Dynasty Financial Partners
Dynasty Financial Partners is seeking an experienced professional to join the Platform team as the primary owner of advisor training, product education, and documentation across the TAMP platform. This role involves designing and delivering structured training programs, maintaining a comprehensive library of advisor-facing materials, and ensuring advisors are equipped to use the platform confidently. The position requires deep familiarity with TAMP infrastructure and model delivery to support a growing advisor network.
Dynasty Financial Partners allows financial advisors to maximize full independence and provide personalized wealth management advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Dynasty Financial Partners.
Dynasty Financial Partners didn’t post a salary, so this is our estimate from similar listings.