Wealth Tech Adoption Lead - Client Success & Training
Dynasty Financial Partners, LLC
Dynasty Financial Partners, LLC in New York seeks a motivated Wealth Technology Specialist. This role involves consulting on technology performance reporting and financial planning tools to ensure Network Partners' success. The ideal candidate has experience managing Salesforce and financial technology tools, with excellent communication skills and a willingness to travel. Benefits include health, dental, and vision insurance, 401(k) retirement plan, and paid time off. #J-18808-Ljbffr Dynasty Financial Partners, LLC
Vacancy posted 6 days ago
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