Transition Services Coordinator

4 weeks ago


St Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time
Job Overview

Dynasty Financial Partners, LLC is seeking a highly skilled and organized individual to join our Transition Services team as a Transition Manager. This role will play a critical part in supporting the team's continued success and growth.

The ideal candidate will have excellent interpersonal, written, and verbal skills, as well as strong organizational, time management, and follow-up skills. They will be able to perform in a fast-paced, results-oriented culture and build rapport with the Dynasty team, advisors, and resource partners.

The Transition Manager will be responsible for supporting the Transition Services team, including project management, calendar management, and coordination with service providers. They will also be involved in the onboarding of existing RIA teams and will have the opportunity to learn all aspects of Dynasty's business.

Key responsibilities will include:

  • Building relationships with resource partners and understanding their roles and responsibilities
  • Coordinating advisor and resource partner conference calls and meetings
  • Identifying issues and opportunities and resolving or escalating as necessary
  • Managing calendars and travel schedules
  • Developing relationships with key partners and understanding the working relationships between Dynasty, advisors, and resource partners

Requirements include a bachelor's degree and a demonstrated commitment to partnership and teamwork. The ideal candidate will be able to learn quickly and work with vendors and various platforms used in the RIA space.

Dynasty Financial Partners, LLC is an equal opportunity employer and is committed to diversity and inclusion. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential.



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