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© All Rights Reserved. ApplyBlast.com
Dynasty Financial Partners
Dynasty Investment Bank is seeking an experienced Vice President to lead transaction execution for independent wealth management firms and serve as a primary client contact. The role involves providing strategic advice on M&A, capital raising, and succession planning while mentoring junior team members. This position offers direct exposure to senior decision-makers and the opportunity to build deep expertise in the consolidating wealth management sector.
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.
5% below the average for this role