Trading & Platform Analyst

Job description

Description JOB OVERVIEW: Dynasty Financial Partners is seeking a motivated, self-starting individual to join the firm as an Assistant Vice President, Trading & Platform Analyst. Reporting directly to SVP, Managed Accounts and Investment Operations, this role serves as a frontline resource within Dynasty’s TAMP (Turnkey Asset Management Platform) ecosystem, responsible for trade error resolution, trading platform technology integrations, and advisor education on rebalancing tools. The AVP, Trading & Platform Analyst will work in close collaboration with the Trading & Operations team, Technology, Compliance, and Advisor Relations to ensure seamless execution across Dynasty’s trading infrastructure. This individual will also partner with advisors and network partners to deliver training on rebalancer platforms and support day-to-day operational workflows. This role is an in-office position. RESPONSIBILITIES: Advisor Training & Education - Design and deliver training programs, guides, and materials to help advisors effectively use rebalancer tools within the Dynasty TAMP ecosystem. - Conduct one-on-one and group training sessions (virtual and in-person) for new and existing advisor te...