Client Success Manager - Technology
Core
Strategic technology consultant and point of contact for independent RIA firms, driving adoption of Dynasty's technology ecosystem and translating complex tech into actionable outcomes.
Role type
Senior Client Success Manager (Technology Consultant)
Builds
Adoption of proprietary platforms and integrated third-party solutions for financial advisory firms
Domain
Financial Technology / Wealth Management
Deliverable
client delivery
Required skills
CRM administration, performance reporting tools, financial planning platforms, Microsoft 365 (Excel, Power Automate, Power Apps, SharePoint), project management, cross-functional coordination
Preferred skills
Salesforce, Black Diamond, Addepar, eMoney, MoneyGuide, prior Client Success or Business Analyst experience in financial services
Technologies
Salesforce, Black Diamond, Addepar, eMoney, MoneyGuide, Microsoft 365, Power Automate, Power Apps, SharePoint
Responsibilities
Serve as primary technology point of contact for assigned Network Clients, lead strategic technology reviews, organize and host training and implementation calls, support platform configurations, liaise with vendors to manage user permissions and data audits, collaborate with Product & Engineering on feature rollouts
Seniority
Senior, hands-on IC