Investment Solutions Analyst Job at Dynasty Financial Partners, LLC, Saint Petersburg, FL

TjM2MWpqeHIwVmhlemVPYXFtQituYkxB
  • Dynasty Financial Partners, LLC
  • Saint Petersburg, FL

Job Description

Job Description

Job Description

Description:

The Dynasty Investment team is responsible for the delivery of investment management, investment solutions and client service to Dynasty’s network of independent financial advisors. Dynasty’s investment platform offering includes robust portfolio management and managed account solutions, access to research, thought leadership, and market commentary, investment consulting services, Outsourced CIO services, broad investment product access, capital markets solutions, and integrated technology for implementation.

We are seeking an Assistant Vice President, Investment Solutions Analyst to join our client coverage and Investment Solutions team. In this role, you'll act as a strategic partner and consultant to our network of independent advisors. You'll provide access to a wide range of investment solutions, including proprietary model portfolios and managed account solutions, third-party strategies and SMAs, private market investments, and capital markets offerings. This is a high-impact, relationship-driven role ideal for a self-starter who thrives on delivering value, solving complex investment challenges, and collaborating across teams. This role may require periodic travel to build stronger advisor relationships and to support senior client coverage team members that are more frequently on the road. This individual will play a key role in supporting some of Dynasty’s largest client relationships.

Key Responsibilities

  • Collaborate with senior Dynasty team members to develop and maintain relationships with advisors to enhance education and adoption of investment offerings through frequent and recurring communication - including in-person visits, virtual meetings, phone calls, and emails.
  • Support senior client coverage team as they present value-add ideas, proprietary thought leadership, and tailored investment solutions for complex client needs.
  • Create materials and provide resources on third-party SMAs, private market investments, and capital markets solutions. This includes features, benefits, and competitive positioning.
  • Coordinate resources across the Dynasty Investment team, third-party asset managers, investment technology providers, and internal teams to streamline communication and effectively respond to network partner needs.
  • Contribute to the development of educational content and thought leadership.
  • Collaborate with product, technology, marketing, and compliance teams to deliver new solutions and enhance existing offerings.
Requirements:

Qualifications

  • 3–5 years of experience in financial services, preferably in investment consulting, product distribution, or advisor support.
  • Bachelor's degree in finance, economics, or a related field.
  • Series 7 and Series 65/66 registrations preferred (or willingness to obtain).
  • Progress toward CFA, CIMA, or CAIA designations a plus, but not required.
  • Excellent communication and presentation skills.
  • Excel and PowerPoint experience required.
  • Client focused with a dedication to delivering high quality service.
  • Detail oriented with strong analytical and problem-solving abilities.
  • Willingness to take initiative and execute with a degree of autonomy.
  • Must be able to partner, collaborate and work effectively in an in-office, team-based environment.

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.

Job Tags

Work at office,

Similar Jobs

LanceSoft

Travel Dialysis Registered Nurse Job at LanceSoft

 ...Job Description LanceSoft is seeking a travel nurse RN Dialysis for a travel nursing job in Orange, California. Job Description & Requirements ~ Specialty: Dialysis ~ Discipline: RN ~ Start Date: 02/16/2026~ Duration: 13 weeks ~36 hours per week ~... 

Housekeeper.com

Housekeeper Wanted - Housekeeper Wanted In Bartlesville, Ok Mostly For Once In A While Deep Clean. Job at Housekeeper.com

Are you a meticulous housekeeper in Bartlesville, Oklahoma? I am in search of a diligent individual to help maintain a clean and organized home. The role will include regular cleaning tasks such as bathroom cleaning, general room tidying, kitchen maintenance, oven and fridge... 

Amentum

Group Manager - Flight Electrical Engineering Group Job at Amentum

 ...management and implementation of ground systems capabilities, flight hardware processing, and launch operations at NASA's Kennedy Space...  ...Group Manager, within Spaceflight Processing Launch Vehicle Engineering directorate Provides technical and managerial leadership... 

Shanghai Duanhong Business Consulting Center

Private English Tutor/ 4-6 Group English Language Teaching Job at Shanghai Duanhong Business Consulting Center

Familiar with: Phonics/ Wonders Curriculum/English reading and writing Part-time English teaching/ private teachingMonday to Friday from 4:15-7:30/anytime on weekends or holidays. Near Century Avenue Station,Pudong DistrictShanghai.The paying rate ranging from 300-500... 

Omaze

Associate Creative Director Job at Omaze

THE POSITION Our roster has an opening with your name on it Were hiring an Associate Creative Director - FanDuel TV. This individual will contribute to the development of FanDuel TV. They will impact their direct team through goal setting and managing results on ...