Job Description
Description:
Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM’s job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic advisor to the leadership of the Network firm. The RM will be expected to lead the effort to drive profitability and growth within these organizations.
**This specific role will be based in Franklin, Tennessee, at the site of a client firm of Dynasty and will be focused on this relationship specifically.
Responsibilities:
The Relationship Manager for the Dynasty Enterprise Group will have responsibility and accountability for the following:
Relationship Management:
Strategic Coach:
Project Management:
Transition Specialist:
Communication:
Work Travel:
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.
Requirements:Successful candidates will have the following:
• The most important factor is being able to be a self-starter and take the initiative on projects.
• Good presentation and public speaking skills.
• Strong communication and interpersonal service skills.
• Excellent writing, presentation, and organizational skills.
• Detail oriented and thorough in completing projects/tasks.
• Intellectual curiosity and critical thinking skills.
• Must have initiative and ability to complete tasks with minimal supervision.
• An interest in working in a team environment with a willingness to pitch in where needed.
• Excellent Powerpoint and Excel skills.
• Experience in one or more of the following career paths will definitely be a plus:
Wealth Management
Practice Management
Management Consulting
About Dynasty Financial Partners
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 four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.
BENEFITS:
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.
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