Provides a technology platform and business services for financial advisors.
| Title |
|---|
| Marketing Strategist, Network Partner Marketing Full Time · 5+ YOE St. Petersburg, Florida, United States · Remote |
| Launch Marketing Specialist, Network Partner Marketing Full Time · 8+ YOE St. Petersburg, Florida, United States · Onsite |
| Relationship Manager Full Time St. Petersburg, Florida, United States · Onsite |
| Investment Solutions Analyst Full Time · 3+ YOE St Petersburg, Florida, United States · Onsite |
| Manager, Advisor Technology Full Time · 10+ YOE St. Petersburg, Florida, United States · Onsite |
| Sales Operations, Marketing Specialist Full Time · 2+ YOE St. Petersburg, Florida, United States · Onsite |
| Business Development Officer - Southeast Full Time St. Petersburg, Florida, United States · Remote |
| Private Markets Operational Specialist Full Time · 5+ YOE St. Petersburg, Florida, United States · Onsite |
| Data Governance Manager Full Time · 4+ YOE St Petersburg, Florida, United States · Onsite |
| Private Markets, AVP Full Time · 5+ YOE St. Petersburg, Florida, United States · Onsite |
| IT Help Desk Associate Full Time · 1+ YOE St. Petersburg, Florida, United States · Onsite |
| Asset Management Operations Specialist Full Time · 3+ YOE St Petersburg, Florida, United States · Onsite |
| AI Engineer Full Time · 2+ YOE St. Petersburg, Florida, United States · Onsite |
| Transitions Manager Full Time Saint Petersburg, Florida, United States · Hybrid |
| Client Service Specialist II Full Time St. Petersburg, Florida, United States · Onsite |
| Dynasty Financial Partners, LLC - Business Development Officer - West Full Time United States · Remote |
| Enterprise Operations Coordinator Full Time · 5+ YOE St. Petersburg, Florida, United States · Onsite |
| Client Portfolio Manager, AVP Full Time · 3+ YOE St. Petersburg, Florida, United States · Onsite |
| Investment Banking Associate Full Time · 3+ YOE St Petersburg, Florida, United States · Onsite |
| Chief of Staff Full Time · 10+ YOE St. Petersburg, Florida, United States · Onsite |
| Executive Assistant Full Time · 5+ YOE Saint Petersburg, Florida, United States · Onsite |
| Staff Accountant III Full Time · 2+ YOE Saint Petersburg, Florida, United States · Onsite |
| Activities | Wealth management technology platformRIA business support servicesInvestment management solutionsFinancial practice management consultingMergers and acquisitions advisory |
| Headquarters | US |
| Industries | Financial TechnologyWealth Management |
| Name | Dynasty Financial Partners |
| Employees | 217 |
| Type | Private |
| Subsidiaries | Dynasty Wealth ManagementDynasty Securities |
| Tagline | Provides a technology platform and business services for financial advisors. |
| Founded | 2,010 |
| Website | dynastyfinancialpartners.com |
| Latest Funding Round | Corporate Round |
| Latest Funding Year | 2,026 |
| Latest Funding Amount | 100,000,000 |
| Latest Investors | Fortress Investment Group |