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© All Rights Reserved. ApplyBlast.com
Dynasty Financial Partners
Dynasty Financial Partners seeks an experienced Partner Success Senior Manager to serve as a strategic technology consultant and point of contact for independent RIA firms. The role involves leading executive business reviews, driving platform adoption and ROI, and mentoring junior staff while shaping the broader Partner Success practice. Success requires strong communication skills, technical proficiency, and the ability to operate independently at a senior level.
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.
20% above the average for this role