Dynasty Financial Partners · 5 months ago
Investment Solutions Specialist
St. Petersburg, FL
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expDynasty Financial Partners is seeking a Vice President, Investment Solutions Specialist to join their client coverage and Investment Solutions team. In this strategic role, you will act as a consultant to independent advisors, providing access to a variety of investment solutions and building strong relationships to drive platform adoption.
AdviceConsultingFinanceFinancial ServicesWealth Management
Responsibilities
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
Prioritize in-person engagement, requiring routine travel to strengthen advisor connections
Use a consultative approach to present value-add ideas, proprietary thought leadership, and tailored investment solutions for complex client needs
Provide expert insights 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
Host or lead educational initiatives in partnership with Dynasty team members and/or third-party asset managers
Collaborate with product, technology, marketing, and compliance teams to deliver new solutions and enhance existing offerings
Qualification
Required
Proven track record of building and maintaining relationships with financial advisors and institutional clients
Experience presenting investment solutions and market insights to sophisticated audiences
5-10 years of industry experience including background in investment product distribution and consulting
Bachelor's degree in finance, economics, or a related field
Excellent communication and presentation skills
Excel and PowerPoint experience required
Client focused with a dedication to delivering high quality service
Detail oriented with strong analytical and problem-solving abilities
Willingness to take initiative and execute with a degree of autonomy
Must be able to partner, collaborate and work effectively in an in-office, team-based environment
Preferred
Series 7 and Series 65/66 registrations preferred (or ability to obtain within 90 days of hire)
Progress toward CFA, CIMA, or CAIA designations a plus, but not required
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
Company
Dynasty Financial Partners
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$50MKey Investors
Abacus LifeEnvestnet
2025-08-12Corporate Round
2024-10-08Private Equity
2022-12-16Private Equity
Leadership Team
Frank Coates
Chief Technology Officer
Recent News
2025-12-12
Morningstar.com
2025-12-11
Company data provided by crunchbase