Transitions Technology Specialist

Description

Dynasty Financial Partners seeks a motivated, self-starting individual to join our firm as a Transitions Technology Specialist. This role is a transitions-focused client success and technical support position, designed specifically to support “Network Partners” (RIA client businesses) through the full lifecycle of their transition onto the Dynasty platform—from pre-launch configuration to post-launch stabilization. 

The Transitions Technology Specialist will serve as a transition specialist, ensuring all relevant technology is properly configured, workflows and recommendations are documented, and onsite transition activities are executed smoothly. This individual will own the Network Partner relationship from a technology perspective beginning approximately three months prior to launch through three months post-launch. 

Responsibilities:

• Ensure all technology used during the transition process is configured, tested, and documented—including workflows, recommended processes, and best practices. 
• Serve as the primary technology point of contact for incoming Network Partners throughout the transition lifecycle. 
• Coordinate with internal Product, Engineering, and Technology teams to validate system readiness. 
• Own the Network Partner technology relationship for ~3 months pre-launch through ~3 months post-launch. 
• Understand partner business needs and identify opportunities to streamline workflows through technology. 
• Advise partners on best practices for adoption of Dynasty platforms and integrated third-party tools. 
• Assist partners in understanding and implementing recommended transition workflows and processes. 
• Host implementation and training calls independently and jointly with vendors. 
• Create transition-specific documentation, workflow guides, training materials, and best-practice recommendations. 
• Maintain clear and timely communication with partners, internal teams, and resource partners. 
• Collaborate with Dynasty Product & Engineering to communicate transition-driven feedback and support product readiness. 
• Partner with Finance, Legal, Compliance, Relationship Management, and Marketing to support operational efficiencies and transition deliverables. 
• Coordinate technical support needs—including data audits, updates, user permissions, and issue escalation. 

Travel onsite for all transitions to:  

• Set up Dynasty and partner-facing technologies. 
• Train the partner’s team on system usage and workflows. 
• Provide real-time troubleshooting and transition-day support. 
• Document onsite observations, partner needs, risks, and follow-up items. 

Requirements

Requirements 

• Experience administrating Salesforce, performance reporting platforms (e.g., Black Diamond, Addepar), or financial planning tools (eMoney, MoneyGuide) strongly preferred. 
• 5–7 years of experience in Financial Services or Wealth Management. 
• Bachelor’s degree or equivalent experience. 
• Proficiency with Microsoft 365, including Excel, Power Automate, Power Apps, and SharePoint. 
• Prior experience as a Client Success Manager, Business Analyst, Transition Consultant, or Project Manager preferred. 
• Ability and willingness to travel extensively for onsite transitions. 
• Ad-hoc domestic travel required based on the timing of launches, including onsite support during and after go-live; quarterly travel may total between 20–50% depending on the transition pipeline. 

Successful Candidates Will: 

• Demonstrate excellent time management, prioritization, and ability to handle multiple concurrent transition tasks. 
• Communicate clearly and professionally while managing fast-moving transition environments. 
• Translate complex technical concepts into simple, actionable instructions. 
• Adapt quickly, think proactively, and build strong rapport with transitioning Network Partners.
• Expand knowledge of Dynasty’s broader tech stack and integrated systems quickly. 
• Work independently while coordinating across multiple internal teams. 

BENEFITS

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off 
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

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.