Dynasty Financial Partners is seeking an AVP to lead TAMP product training and advisor enablement. The role owns onboarding, training curriculum, and documentation across Dynasty’s TAMP platform, ensuring advisors are proficient with platform capabilities and updated with every change. You will create a comprehensive training library, deliver live and recorded sessions, and coordinate with Investments to align training with new capabilities.

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Level

Lead L6

Location

Florida, NY

Occupation

Training and Development Managers

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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