Wealth Technology Specialist

Job description

Description Overview: Dynasty Financial Partners seeks a motivated, self-starting individual to join our firm as a Wealth Technology Specialist. This individual would serve as a training and adoption consultant specializing in our Dynasty’s Technology ecosystem performance reporting and financial planning tools (Black Diamond, Addepar, eMoney, and MoneyGuide), extending to our broader technology stack, to ensure our Network Partners’ (our client RIA businesses’) success on those platforms. Responsibilities: - Point of contact our Dynasty Network Partners on the implementation, administration and adoption of our technology stack, with a focus on Wealth Management Technology: Reporting and Financial Planning Tools. - Understand clients’ business needs and identify opportunities for adoption of new software features or additional training resources. - Organize and host training and implementation calls both alone and in coordination with vendors. - Translate complex system capabilities and technical concepts into simple, practical guidance for non-technical users and internal processes. - Serve as the Level 2 escalation point for technical issues across the Wealth Technology stack, tr...