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Strategic Business Partner

2 months ago

Orlando, Florida, United States Dynasty Financial Partners Full time
About the Role

Dynasty Financial Partners is seeking a highly skilled and experienced professional to join our Relationship Management Team as a Client Relationship Manager. This is a key role within our company, responsible for building and maintaining strong relationships with our client firms.

Key Responsibilities
  • Project manage all client projects, ensuring timely and effective delivery.
  • Act as a strategic advisor to client firm leadership, providing guidance on business growth and development.
  • Lead the effort to drive profitability and growth within client organizations.
  • Ensure clients receive prompt responses to inquiries and resolve complex issues through creative problem-solving.
  • Act as an outsourced chief operating officer (OCOO), allowing client firm principals to focus on growth.
Requirements
  • Experience in wealth management, practice management, or management consulting.
  • Strong business acumen and ability to diagnose complex situations.
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to work independently with minimal supervision and as part of a team.
  • Strong analytical and problem-solving skills, with attention to detail.
  • Proficiency in PowerPoint and Excel.
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, veteran status, or any other protected status under applicable law.