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    Transitions Manager - Orlando, United States - Dynasty Financial Partners

    Dynasty Financial Partners
    Dynasty Financial Partners Orlando, United States

    Found in: Lensa US 4 C2 - 3 days ago

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    Description

    Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value.

    We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.

    With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster.

    We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession.

    Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth.

    We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.

    Headquartered in St.

    Petersburg, Florida, and with offices across the country, the Dynasty team powers the industry's most rewarding opportunity for entrepreneurial independent advisors of integrity.

    The

    Transitions Manager

    be responsible for supporting the Transition Services team.

    The role will be integral to the continued success and growth of Dynasty Financial Partners and will be involved in many of the day-to-day issues necessary to keep the team operating effectively and efficiently.

    The candidate will have the opportunity to learn all aspects of Dynasty's business and specifically around on-boarding of existing RIA teams.

    Responsibilities will also include project management, managing calendars and scheduling meetings, coordinating with service providers, potential weekend work and travel.


    Top Priorities:
    Quickly become immersed in the Dynasty culture and get a full understanding of the RIA industry and the competitive landscape
    Serve in a support role to senior members of the Transition and Relationship Management Teams, including:
    Build relationships with Resource Partners and understand various roles and responsibilities
    Coordinate Advisor and Resource Partner conference calls and meetings; participate in calls and meetings as appropriate
    Identify issues and opportunities and resolve or escalate as necessary
    Manage calendars and travel schedules
    Build relationships with Advisors in the Dynasty Network as well as their ongoing support personnel
    Develop relationships with key partners and understand the working relationships between Dynasty, the Advisors and Resource Partners
    Participate in all aspects of advisor transition and onboarding
    Requirements

    Skills and Abilities Required:


    Technology responsibilities include advanced work with excel to prepare file uploads, coordination with clients and vendors for setup and training of systems.

    administration, level 1 support, and customization.


    In addition:
    Excellent interpersonal, written and verbal skills required
    Excellent organizational, time management and follow-up skills needed
    Must be able to perform in a fast passed, results oriented culture; ability to build rapport and instill confidence with Dynasty team, Advisors and Resource Partners essential
    A demonstrated commitment to both partnership and teamwork, and initiative to proactively address all issues as they arise

    Orientation to technology with ability to learn quickly and work with vendors and various platforms used in the RIA space.

    Bachelor's Degree required

    At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us.

    We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.

    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.

    #J-18808-Ljbffr
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