Executive in Residence

2 weeks ago

Saint Petersburg, United States Dynasty Financial Partners, LLC Full time
Job DescriptionJob DescriptionDescription:

Dynasty Financial Partners is seeking an individual to join the firm as an Executive in Residence on the Relationship Management Team. The role of the Executive in Residence is to be a coach to senior executives across the Dynasty Network. Typically these candidates are past/current CEOs.


The Executive in Residence (EIR) will bring a wealth of experience from their tenure as a CEO in the wealth management industry to mentor, coach, and guide current CEOs of wealth management firms. The EIR will leverage their extensive knowledge, strategic vision, and leadership skills to support our clients in navigating complex challenges, driving business growth, and achieving organizational excellence.


Key Responsibilities:

Executive Coaching and Mentorship:

  • Provide one-on-one coaching to CEOs and senior executives of wealth management firms.
  • Facilitate leadership development programs and workshops.
  • Offer strategic advice and insights on industry trends, best practices, and effective management techniques.

Strategic Advisory:

  • Assist client CEOs in developing and implementing strategic plans.
  • Offer guidance on mergers, acquisitions, and other growth initiatives.
  • Provide expertise on organizational restructuring, operational efficiency, and market expansion.

Thought Leadership:

  • Represent the company at industry conferences, panels, and forums.
  • Contribute to white papers, articles, and other publications on wealth management and executive leadership.
  • Host webinars, podcasts, and other media engagements to share insights and industry knowledge.

Client Engagement:

  • Build and maintain strong relationships with client CEOs and executive teams.
  • Conduct regular check-ins and follow-ups to ensure client satisfaction and continuous improvement.
  • Identify and address any challenges or opportunities within client organizations

Internal Collaboration:

  • Work closely with the internal team to align coaching and advisory services with overall company objectives.
  • Share feedback and insights to help refine and enhance service offerings.
  • Participate in internal strategy sessions and contribute to business development efforts.


Requirements:
  • Proven experience as a CEO or senior executive in a wealth management firm.
  • Extensive knowledge of the wealth management industry, including market trends, regulatory landscape, and competitive dynamics.
  • Demonstrated success in strategic planning, business development, and organizational leadership.
  • Strong coaching and mentoring skills with the ability to inspire and develop other leaders.
  • Exceptional communication and interpersonal skills.
  • Ability to work independently and collaboratively within a team.
  • Strong analytical and problem-solving abilities.

Structure of Role:

  • Team structure:
  • The EIR role is a complimentary layer to the Relationship Management team at Dynasty. Typically the EIR will partner with an RM or RM Team that is managing the day-0to-day project management of the client relationship. The goal of the EIR is to build a close strategic relationship with the senior leaders of the client organization.
  • The EIR would report into the Head of the Relationship Management Team and Chief Client Officer. They would work with those individuals to identify where they were needed across the Dynasty Network.
  • Expectation of Time Spent
  • We fully appreciate that somebody who might be attracted to this role has perhaps already sold a business and is now involved in multiple projects in their post-CEO life. Hence, we do not require this role to be full time, but we are looking for someone who can be a long term member of our team. We would expect the EIR to be involved in perhaps 3-4 client calls per week and 3-4 client site visits per month.
  • Location and Travel
  • This role does not have to be based in St. Petersburg, Florida, but any candidate in that region would definitely be a plus. We believe in building relationships through in-person meetings, so travel to client sites would be required.

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


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 offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.


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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