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Description
Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients.
Dynasty offers integrated solutions and differentiates services ranging from transition support, experience and community, technology and CRM, finance, investments and operations, marketing, compliance, practice management, M&A, and capital strategies. Dynasty has established offices in St. Petersburg (Headquarters), New York City, and Chicago.
We are seeking a motivated, self-starting individual to join our firm as an Investment Product Analyst. Under limited supervision, the Investment Product Analyst will conduct investment and operational due diligence, contract engagement, and execution of investment manager relationships and underlying strategies for Dynasty Network Partner advisory firms. Responsibilities include confirming investment strategies are eligible to participate on the turnkey asset management program (“TAMP”) platform and helping to communicate the governance process around pricing and strategy exceptions with internal and external stakeholders. The analyst will work in close collaboration with the Dynasty Investments Team, Operations, Legal, and Compliance. The individual will also work closely with Business Development and Relationship Managers to understand advisor investment strategies needs, competitive marketplace dynamics, and support the development of processes to ensure that advisors have a clear and concise approach to using the investment strategies offered via Dynasty. This role will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role is an in-office position in downtown St. Petersburg, Florida.
Responsibilities:
Requirements
Requirements
Successful candidates will:
At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
EQUAL EMPLOYMENT OPPORTUNITY
Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
Full Time
Investment Management
$81k-115k (estimate)
05/10/2024
07/08/2024
dynastyfinancialpartners.com
MANHATTAN, NY
50 - 100
2010
SHIRL PENNEY
$10M - $50M
Investment Management
The job skills required for Investment Product Analyst include Insight, Financial Services, Due Diligence, Economics, Initiative, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Product Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Product Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Product Analyst positions, which can be used as a reference in future career path planning. As an Investment Product Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Product Analyst. You can explore the career advancement for an Investment Product Analyst below and select your interested title to get hiring information.