Dynasty Financial Partners · 5 hours ago
Transitions Manager
St. Petersburg, FL
Full-time
Onsite
Mid LevelDynasty Financial Partners is seeking a highly skilled and motivated Transition Manager to join their Transition Services team. The Transition Manager will play a pivotal role in transitioning Financial Advisors and helping them launch their own RIAs, ensuring a seamless transition experience while addressing challenges and enhancing client satisfaction.
AdviceConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Support Financial Advisors in launching and transitioning their RIAs, ensuring seamless onboarding experience
Build and maintain strong relationships with Advisors, Resource Partners, and Dynasty team members to facilitate smooth transitions
Coordinate Advisor and Resource Partner meetings, conference calls, and key onboarding activities
Identify challenges and opportunities during transitions, resolving or escalating issues as necessary
Manage calendars and travel schedules while ensuring all transition tasks are executed efficiently
Quickly immerse in the Dynasty culture, understanding the RIA industry and competitive landscape
Qualification
Required
Highly skilled and motivated Transition Manager
Experience in transitioning Financial Advisors and helping them launch their own RIAs
Ability to work closely with both internal and external stakeholders
Expertise to address challenges, streamline processes, and enhance client satisfaction
Ability to build and maintain strong relationships with Advisors, Resource Partners, and Dynasty team members
Experience coordinating Advisor and Resource Partner meetings, conference calls, and key onboarding activities
Ability to identify challenges and opportunities during transitions, resolving or escalating issues as necessary
Experience managing calendars and travel schedules while ensuring all transition tasks are executed efficiently
Ability to quickly immerse in the Dynasty culture, understanding the RIA industry and competitive landscape
Up to 40-50% travel is required, including weekends if needed, to meet clients during the pre-launch phase and provide onsite support during firm transitions
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.
Founded in 2010
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