Manager, Advisor Technology

Job description

Description This senior leader role on the Dynasty Technology team is responsible for the delivery of core advisor technology platforms, Client Reporting and Financial Planning, to Dynasty’s RIA clients. This person will lead a team of platform specialists and serve as an internal subject matter expert (SME) on these platforms. This role exists to ensure the firm can scale high-quality support, onboarding, training, and adoption for clients using these tools. The position blends deep platform expertise, implementation leadership, people management, vendor relationship ownership, and technology strategy. The successful candidate will set standards and direction while remaining close enough to execution to ensure consistent, high-quality outcomes. RESPONSIBILITIES: Platform Ownership & SME Leadership · Serve as the firm’s internal authority on Black Diamond, Addepar, eMoney, and MoneyGuide and TBD additional tools including configuration standards, integrations, reporting outputs, and common client use cases. · Define, document, and maintain base configuration standards and recommended defaults to reduce variability and accelerate onboarding. · Act as the senior escalation point for...