Client Success Manager - Technology

Job Description

Job Description

Description:

Dynasty Financial Partners seeks a motivated, self-starting individual to join the Client Success team as a Client Success Manager (CSM). This role serves as a technology consultant and strategic point of contact for Dynasty’s Network Clients—the independent RIA firms that rely on Dynasty’s technology ecosystem to run and grow their practices.

CSMs own the ongoing relationship with their assigned clients across Dynasty’s full technology stack, including proprietary platforms and integrated third-party solutions. They drive adoption, deliver consultative guidance, identify opportunities to deepen platform utilization, and ensure clients are getting maximum value from Dynasty’s technology investment. This role requires someone who can operate independently, build trust with sophisticated advisory firms, and translate complex technology into actionable outcomes.

Key Responsibilities

Client Relationship & Technology Consulting

• Serve as the primary technology point of contact for assigned Network Clients, owning the relationship across implementation, administration, and ongoing adoption of Dynasty’s technology stack

• Understand each client’s business needs, workflows, and growth objectives to identify opportunities for deeper platform adoption, new feature utilization, or additional training

• Lead strategic technology reviews with client firms to assess utilization, share best practices, and align technology capabilities to practice goals

• Translate complex technical information into clear, actionable guidance that clients can execute against

Training, Enablement & Implementation Support

• Organize and host training and implementation calls independently and in coordination with vendor clients

• Create training materials, visual guides, and documentation on software best practices and internal processes

• Coordinate and facilitate best-practice sharing sessions with Network Client constituents, documenting and executing on takeaways

• Support platform configurations across the Dynasty technology stack, including performance reporting, financial planning, CRM, and proprietary Dynasty tools

Vendor & Cross-Functional Coordination

• Liaise with Dynasty’s Resource Clients (vendors) to support existing clients, perform data audits and updates, manage user permissions, and coordinate technical support

• Collaborate with Product & Engineering on product releases, feature rollouts, and the translation of client feedback into product insights

Coordinate with Finance, Legal, Compliance, Relationship Management, and Marketing to drive operational efficiencies and complete cross-departmental initiatives

• 5-7 years of work experience, preferably at a financial technology, wealth management, or financial services firm

• Bachelor’s degree or equivalent experience

• Experience administrating or consulting on CRM platforms (Salesforce preferred), performance reporting tools (e.g., Black Diamond, Addepar), or financial planning platforms (e.g., eMoney, MoneyGuide) is strongly preferred

• Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and SharePoint

• Prior experience in a Client Success, Business Analyst, Technology Consultant, or Project Manager role at a financial services firm is preferred

Successful candidates will:

• Demonstrate excellent time management, the ability to prioritize competing client needs, and the discipline to manage multiple concurrent projects

• Exercise outstanding communication and presentation skills with the ability to collaborate effectively across internal teams, vendor clients, and client stakeholders

• Be willing and flexible to travel onsite to client offices nationwide, approximately 4–6 times annually

• Continuously expand their knowledge of Dynasty’s technology stack, including performance reporting, financial planning, CRM, and proprietary platforms—and the integrations between them

• Manage cross-departmental initiatives in a structured way, communicating with and obtaining resources from multiple stakeholders

• Think proactively to create value, build strong rapport with clients, and identify opportunities before they become issues

• Take ownership of their book of clients and work independently to ensure delivery on team goals and client satisfaction