Dynasty Financial Partners
Dynasty Financial Partners seeks a Partner Success Manager to serve as the technology owner for a book of Network Partners, independent RIA firms using Dynasty's technology ecosystem. The role combines relationship management, program and project management, and technology enablement to ensure partners effectively utilize proprietary and third-party tools. The position requires deep expertise in Dynasty's platforms and the ability to integrate various systems for a seamless partner experience.
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.
Right around the average for this role