Client Success Manager - Technology

Dynasty Financial Partners seeks a motivated, self-starting individual to join the Client Success team as a Client Success Manager (CSM). This role serves as a technology consultant and strategic point of contact for Dynasty’s Network Clients—the independent RIA firms that rely on Dynasty’s technology ecosystem to run and grow their practices.

• Serve as the primary technology point of contact for assigned Network Clients, owning the relationship across implementation, administration, and ongoing adoption of Dynasty’s technology stack
• Understand each client’s business needs, workflows, and growth objectives to identify opportunities for deeper platform adoption, new feature utilization, or additional training
• Lead strategic technology reviews with client firms to assess utilization, share best practices, and align technology capabilities to practice goals
• Translate complex technical information into clear, actionable guidance that clients can execute against
• Organize and host training and implementation calls independently and in coordination with vendor clients
• Create training materials, visual guides, and documentation on software best practices and internal processes
• Coordinate and facilitate best‑practice sharing sessions with Network Client constituents, documenting and executing on takeaways
• Support platform configurations across the Dynasty technology stack, including performance reporting, financial planning, CRM, and proprietary Dynasty tools
• Liaise with Dynasty’s Resource Clients (vendors) to support existing clients, perform data audits and updates, manage user permissions, and coordinate technical support
• Collaborate with Product & Engineering on product releases, feature rollouts, and the translation of client feedback into product insights
• Coordinate with Finance, Legal, Compliance, Relationship Management, and Marketing to drive operational efficiencies and complete cross‑departmental initiatives

• 5-7 years of work experience, preferably at a financial technology, wealth management, or financial services firm
• Bachelor’s degree or equivalent experience
• Experience administrating or consulting on CRM platforms (Salesforce preferred), performance reporting tools (e.g., Black Diamond, Addepar), or financial planning platforms (e.g., eMoney, Money Guide) is strongly preferred
• Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and Share Point
• Prior experience in a Client Success, Business Analyst, Technology Consultant, or Project Manager role at a financial services firm is preferred

• Demonstrate excellent time management, the ability to prioritize competing client needs, and the discipline to manage multiple concurrent projects
• Exercise outstanding communication and presentation skills with the ability to collaborate effectively across internal teams, vendor clients, and client stakeholders
• Be willing and flexible to travel onsite to client offices nationwide, approximately 4–6 times annually
• Continuously expand their knowledge of Dynasty’s technology stack, including performance reporting, financial planning, CRM, and proprietary platforms—and the integrations between them
• Manage cross‑departmental initiatives in a structured way, communicating with and obtaining resources from multiple stakeholders
• Think proactively to create value, build strong rapport with clients, and identify opportunities before they become issues
• Take ownership of their book of clients and work independently to ensure delivery on team goals and client satisfaction