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Dynasty Group Jobs (NOW HIRING)

TritonPoint Wealth LLC

Be Seen First

Relationship Manager - RIA

Chevy Chase, MD · On-site

$85K - $105K/yr

... select group of clients, wealth advisors and internal associates. This entails frequent ... Dynasty Network Access Full ecosystem of Dynasty Financial Partners -- resources, technology ...

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Dynasty Management Group

Senior Tax Accountant

Jonesboro, AR · On-site

$81K - $104K/yr

Our team supports a diversified group of family businesses while maintaining a focus on creating exceptional customer service, sustainable growth, and positive business environments and culture.

Exclusivenetworks

FP&A Assistant

Alton, MO · Hybrid

Your work will span month-end, year-end, group consolidation, IFRS reporting, and audit support ... to continue our dynasty of disruption and growth in the future. Our Mission is to drive the ...

Exclusive Networks

FP&A Assistant

Alton, MO · Hybrid

Your work will span month-end, year-end, group consolidation, IFRS reporting, and audit support ... to continue our dynasty of disruption and growth in the future. Our Mission is to drive the ...

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How much do dynasty group jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for dynasty group in the United States is $16.76, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $18.51 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a member of a business development team at Dynasty Group, and why are they important?

To excel in a business development role at Dynasty Group, you need strong sales acumen, market research abilities, and a background in business or related fields. Proficiency with CRM platforms, data analysis tools, and presentation software is commonly required. Exceptional interpersonal skills, negotiation, and strategic thinking set top performers apart in this position. These competencies drive successful client acquisition, foster long-term partnerships, and support the company's growth objectives.

What are some common challenges faced when working at Dynasty Group, and how can new employees successfully navigate them?

Employees at Dynasty Group often encounter challenges related to adapting to a fast-paced, collaborative environment and managing multiple projects simultaneously. New team members can succeed by proactively communicating with colleagues, seeking feedback regularly, and prioritizing tasks to meet deadlines. Leveraging the company’s mentorship and training resources can also help accelerate the onboarding process and build strong relationships across departments. Embracing a willingness to learn and staying organized are key factors for thriving at Dynasty Group.

What is the difference between Dynasty Group vs Dynasty Group?

AspectDynasty GroupDynasty Group
Required CertificationsVaries by role, often includes industry-specific licensesSame as Dynasty Group
Work EnvironmentOffice, fieldwork, or project sites depending on roleSame as Dynasty Group
Industry UsageUsed across construction, real estate, and development sectorsSame as Dynasty Group
Common Search/ComparisonOften compared with similar industry firms or project teamsSame as Dynasty Group

Since both entries refer to the same organization, Dynasty Group, there is no difference between them. The comparison highlights that the term is used consistently across various contexts within the industry, emphasizing the company's diverse roles and environments.

What is Dynasty Group?

Dynasty Group is typically a name used by companies or organizations operating in various industries, such as real estate, investment, or business consulting. The exact nature of Dynasty Group can vary depending on the specific company, but generally, these organizations focus on providing specialized services to their clients, such as property management, investment opportunities, or business development. To understand what Dynasty Group refers to in a particular context, it's important to look at the specific industry and services offered by that company.
Infographic showing various Dynasty Group job openings in the United States as of June 2026, with employment types broken down into 72% Full Time, 14% Part Time, and 14% Contract. Highlights an 71% In-person, and 29% Remote job distribution, with an average salary of $34,863 per year, or $16.8 per hour.

Trading & Platform Analyst

Dynasty Financial Partners, LLC

Saint Petersburg, FL

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Job description

Description

JOB OVERVIEW:

Dynasty Financial Partners is seeking a motivated, self-starting individual to join the firm as an Assistant Vice President, Trading & Platform Analyst. Reporting directly to SVP, Managed Accounts and Investment Operations, this role serves as a frontline resource within Dynasty's TAMP (Turnkey Asset Management Platform) ecosystem, responsible for trade error resolution, trading platform technology integrations, and advisor education on rebalancing tools. The AVP, Trading & Platform Analyst will work in close collaboration with the Trading & Operations team, Technology, Compliance, and Advisor Relations to ensure seamless execution across Dynasty's trading infrastructure. This individual will also partner with advisors and network partners to deliver training on rebalancer platforms and support day-to-day operational workflows. This role is an in-office position.


RESPONSIBILITIES:

Advisor Training & Education

  • Design and deliver training programs, guides, and materials to help advisors effectively use rebalancer tools within the Dynasty TAMP ecosystem.
  • Conduct one-on-one and group training sessions (virtual and in-person) for new and existing advisor teams onboarding to the platform.
  • Develop and maintain a library of training resources including quick-reference guides, recorded walkthroughs, and FAQ documentation.
  • Act as an accessible subject matter expert for advisors navigating day-to-day trading workflows and rebalancing best practices.
  • Gather advisor feedback to continuously improve training content and platform usability.


Trade Error Management

  • Serve as the primary point of contact for identifying, investigating, and resolving trade errors across Dynasty's TAMP platform.
  • Coordinate with custodians and internal teams to correct and document trade discrepancies in a timely manner.
  • Maintain a trade error log and develop root cause analyses to identify trends and recommend process improvements.
  • Escalate complex or high-impact errors to the manager and work cross-functionally to implement corrective action plans.
  • Ensure all trade error resolutions are handled in compliance with regulatory requirements and firm policies.


Technology Integration & Trading Platform Support

  • Support the onboarding and integration of trading platforms and rebalancer tools within the Dynasty TAMP ecosystem, including but not limited to Vestmark, Envestnet, iRebal or similar platforms.
  • Collaborate with technology vendors and internal IT/operations teams to troubleshoot integration issues and data feed discrepancies.
  • Document system workflows, integration specifications, and technical procedures to support operational consistency and scalability.
  • Participate in UAT (User Acceptance Testing) for system upgrades, new platform rollouts, and API integrations.
  • Proactively identify inefficiencies in current trading workflows and propose technology-driven solutions.


Operational Support & Reporting

  • Support daily trading operations and act as a backup resource during high-volume periods or staff absences.
  • Prepare and distribute operational reports related to trading activity, error metrics, and platform utilization.
  • Assist in building and maintaining SOPs (Standard Operating Procedures) related to trading operations and advisor support.
  • Contribute to special projects as directed by the manager, including platform enhancements, new advisor onboardings, and strategic initiatives.


Requirements

QUALIFICATIONS:


Required

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • 2-4 years of experience in trading operations, wealth management, or financial services technology.
  • Hands-on experience with rebalancer tools.
  • Working knowledge of TAMP structures, model-based investing, and advisor trading workflows.
  • Strong analytical and problem-solving skills with the ability to diagnose and resolve complex trade discrepancies.
  • Excellent communication skills with the ability to translate technical concepts for a non-technical advisor audience.
  • High proficiency in Microsoft Excel and familiarity with data analysis tools.


Preferred

  • Experience within a TAMP, RIA, or custodial platform environment.
  • Familiarity with API integrations and financial technology data feeds (FIX protocol, CSV/XML imports, etc.).
  • Experience developing training curricula or conducting formal advisor education programs.
  • Familiarity with Dynasty Financial Partners' platform and ecosystem.


Successful candidates will:

  • Act with an entrepreneurial spirit and a willingness to show initiative.
  • Be comfortable working hands-on and delivering against trading operations and platform initiatives.
  • Think proactively to create value and efficiencies for advisors and internal stakeholders.
  • Thrive in a demanding, fast-paced environment with high attention to detail.
  • Be a culture carrier and adopt Dynasty's values of accountability, fairness, teamwork, and transparency.
  • Show eagerness to learn, grow, and deepen expertise in trading technology and operations.


BENEFITS:

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance


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.


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