Technology Solutions Client Success Manager
Dynasty Financial Partners, LLC
Dynasty Financial Partners, LLC is looking for a motivated Client Success Manager (CSM) to join their team. The CSM serves as a strategic point of contact for independent RIA firms, managing relationships and ensuring clients maximize their use of Dynasty’s technology stack. The position requires strong communication and consulting skills with a focus on training, technology adoption, and cross-departmental collaboration. Ideal candidates will have a background in financial services with experience in client success or technology consulting. #J-18808-Ljbffr Dynasty Financial Partners, LLC
Vacancy posted 1 day ago
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