Dynasty Financial Partners · 13 hours ago
Business Development Representative
St. Petersburg, FL
Full-time
Onsite
Mid Level
3+ years expDynasty Financial Partners is seeking a Business Development Representative to join their structured, high-intensity development program. This role focuses on preparing candidates to become field Business Development Officers by mastering the business development process, industry knowledge, and lead generation strategies.
AdviceConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Develop Core Financial and Economic Expertise: Acquire an in-depth understanding of the structure, objectives, and operational mechanics of Dynasty P&Ls. Accurately gather and analyze key inputs and outputs to effectively present a P&L and articulate Dynasty’s value proposition. Demonstrate awareness of how deal terms and structures influence firm-level economic outcomes
Master and maintain the Dynasty Sales Process: Master the sales pipeline stages to understand how and why opportunities progress or stagnate. Demonstrate the ability to advance opportunities with accuracy and urgency while keeping all records properly maintained in CRM
Build Industry Knowledge: Develop a strong understanding of the RIA ecosystem, independence movement, custodial landscape, and market forces. Learn to speak confidently with sophisticated advisors, RIA leadership members, and industry giants
Lead Generation and Prospecting: Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. Develop and implement innovative strategies to attract and engage potential clients
Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. Be prepared to effectively serve as a spokesperson for the Company on industry-related topics
Professional Conduct: At all times act with a high degree of professionalism and integrity. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues
Qualification
Required
Bachelor's Degree in Business, Finance, Economics, or a related field
Three to five years of experience in business development, marketing, sales enablement, or a related field
Strong proficiency with CRM platforms such as Salesforce
Highly organized, detail-oriented, and able to manage multiple projects simultaneously
Ability to work in a team-based setting
Strong communication skills
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