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Dynasty Financial Partners · 5 months ago

Investment Solutions Analyst

St. Petersburg, FL

Full-time

Onsite

Mid Level

3+ years exp

Dynasty Financial Partners is a financial services firm that provides investment management and solutions to independent financial advisors. They are seeking an Assistant Vice President, Investment Solutions Analyst to act as a strategic partner, delivering a wide range of investment solutions and enhancing advisor relationships through collaboration and communication.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Collaborate with senior Dynasty team members to develop and maintain relationships with advisors to enhance education and adoption of investment offerings through frequent and recurring communication - including in-person visits, virtual meetings, phone calls, and emails

Support senior client coverage team as they present value-add ideas, proprietary thought leadership, and tailored investment solutions for complex client needs

Create materials and provide resources on third-party SMAs, private market investments, and capital markets solutions. This includes features, benefits, and competitive positioning

Coordinate resources across the Dynasty Investment team, third-party asset managers, investment technology providers, and internal teams to streamline communication and effectively respond to network partner needs

Contribute to the development of educational content and thought leadership

Collaborate with product, technology, marketing, and compliance teams to deliver new solutions and enhance existing offerings

Qualification

Investment consultingClient relationship managementFinancial services experienceExcelPowerPointCFA/CIMA/CAIA progressAnalytical skillsCommunication skillsProblem-solving skillsTeam collaboration