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Technical Support IT Support

Transitions Tech Specialist: Client Success & Onboarding

Job in Petersburg, Virginia, 23803, USA
Listing for: Dynasty Financial Partners, LLC
Full Time position
Listed on 2026-02-10
Job specializations:
  • IT/Tech
    Technical Support, IT Support
Job Description & How to Apply Below
A financial services firm in Virginia is seeking a motivated Transitions Technology Specialist to manage technology for client businesses during their transition onto the firm's platform. This role entails onboarding, technical support, and ensuring effective communication with partners while managing multiple tasks. Ideal candidates will have 5–7 years in Financial Services, experience with tools like Salesforce, and must be willing to travel extensively.
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