Investment Solutions Consultant

Investment Solutions Analyst

The Dynasty Investment team serves as a strategic partner to independent financial advisors, CEOs, and CIOs across the Dynasty network. Acting as an extension of their investment teams, we provide consultative support across portfolio construction, manager research, and investment implementation, while offering access to a flexible investment platform that includes managed models, SMAs, private markets, and OCIO services. Our work helps advisors solve complex client needs and scale disciplined investment programs. The team is growing rapidly and expanding the Investment Solutions and Consulting team to support increased advisor demand, platform adoption, and the continued evolution of Dynasty's investment offerings.

The Investment Solutions Analyst role is designed for a client-facing investment professional who will work closely with advisors and firm leadership to deliver thoughtful, practical investment solutions. This includes support with investment positioning, implementation, and client-specific investment needs, while also contributing to sales enablement, internal workflows, and cross-functional initiatives as the business continues to scale.

Successful candidates will be able to manage multiple priorities in a fast-paced environment, and deliver on the core responsibilities and platform support as defined below:

• Communicate effectively with advisors and translate sophisticated investment concepts into clear, actionable solutions
• Partner directly with financial advisors and firm leadership to position Dynasty's investment solutions in client conversations, proposals, and investment committee settings, bringing both a collaborative and entrepreneurial mindset
• Act as a consultative resource on portfolio construction, investment strategy, and product selection across models, SMAs, alternatives, and customized solutions
• Collaborate closely with External Investment Consultants to support platform adoption, asset growth, and long-term advisor relationships
• Serve as a trusted point of contact for advisor questions, platform navigation, and investment implementation support
• Partner with cross-functional teams (CIO, Private Markets, Capital Markets, Operations, Marketing, Compliance) to deliver cohesive, high-quality advisor outcomes
• Contribute to team initiatives, process improvement, and internal projects as the Investment Solutions platform continues to scale

Sales Enablement & Platform Support:

• Support sales and relationship teams through proposal development, territory coordination, presentation materials, and data analytics
• Help design and maintain investment-related sales tools, training content, and internal resources
• Assist with advisor onboarding, platform education, and ongoing usage optimization
• Support marketing initiatives including webinars, advisor communications, and investment collateral in coordination with Compliance and Marketing
• Coordinate internally to bring specialized resources (OCIO, Private Markets, Capital Markets, UHNW solutions) into advisor conversations where appropriate

Requirements

Qualifications:

• 35 years of experience in investment consulting, private wealth management, asset management, financial services, or a related field
• Bachelor's degree required; SIE or Series 7 preferred but not required
• Strong verbal and written communication skills with comfort engaging sophisticated clients and senior stakeholders
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
• Ability to synthesize investment concepts and communicate them clearly to non-specialist audiences
• Proficiency in Excel and PowerPoint
• Self-starter mindset with intellectual curiosity and a willingness to grow alongside a scaling business

Relevant (but not required) experience can include:

• Professional Designations (or interest/progress toward): CIMA, CAIA, CFA, CFP
• Sales operations, sales enablement, or go-to-market support
• Concentrated stock solutions, options overlays, hedging, and monetization strategies
• Tax-aware portfolio construction, transitions, and tax-deferral strategies
• Structured notes or fixed income alternatives
• Private market investments
• Project management or cross-functional initiative execution
• Financial research or analytics platforms (Morningstar Direct, FactSet, Bloomberg, YCharts)

Professional Growth & Development:

This role is part of a rapidly expanding investment platform and is intentionally designed to offer exposure across multiple disciplines. As the team grows, individuals will have opportunities to deepen expertise and evolve their responsibilities based on business needs, team priorities, and individual strengths.

Potential development paths can include (but aren't limited to) a deeper focus in investment consulting and advisor-facing sales; sales operations and enablement; business strategy and execution; investment analytics and research; tactical project management; product or platform development; or relationship management. Many team members grow into more specialized roles over time while maintaining meaningful client engagement and contributing to business impact.

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

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.

Dynasty Financial Partners