TAMP Product & Platform Enablement

JOB OVERVIEW: Dynasty Financial Partners is seeking an experienced and driven professional to join the Platform team as AVP, TAMP Product & Platform Enablement. Reporting directly to the Head of Investment Platform/Operations, this role is the primary owner of advisor training, product education, and documentation across Dynasty’s full TAMP platform. As Dynasty’s TAMP capabilities grow and the advisor network expands, this role ensures that every advisor is equipped to use the platform confidently and every product change is communicated and documented before it reaches them. This is a content-creation and training-delivery role at its core. The right candidate brings deep familiarity with TAMP infrastructure and model delivery, a proven ability to design and deliver structured training programs, and the discipline to build and maintain a comprehensive library of advisor-facing materials that stay current as the platform evolves. This role is an in-office position.

RESPONSIBILITIES: TAMP Product Training & Advisor Onboarding Own and operate the structured onboarding program for all new advisors joining Dynasty’s TAMP platform. Design and maintain a full TAMP training curriculum with defined learning sequences, competency milestones, and modular reference materials for each platform component, building a training program that is reusable, updatable, and scalable as the advisor network grows. Deliver live training sessions and produce recorded versions for asynchronous access, covering new advisor onboarding, model updates, platform capability releases, and refresher sessions for existing advisors. Collaborate closely with the Investments team and Investment Platform Adoption group to stay ahead of model updates and new capability releases, ensuring training materials are prepared and distributed before advisors encounter changes in the field. Serve as the primary subject-matter resource for advisor questions related to Dynasty’s TAMP products, proprietary models, and platform operations, triaging, answering, and escalating issues as appropriate. Training Documentation & Content Development Build and own a comprehensive library of advisor-facing training and reference materials covering every component of Dynasty’s TAMP platform, maintained in a centralized, accessible resource library and version-controlled with every platform change. Create and maintain Platform Tool Quick-Reference Guides for highly utilized products covering the most common advisor workflows in concise, step-by-step format and updated with every platform release. Develop and maintain the Solution Onboarding Playbook: an operational guide covering account eligibility, required documentation, workflow steps, timelines, and common issues for advisors connecting accounts into Dynasty’s structure. Produce Training Session Follow-Up Packages after every live or recorded session, including key takeaways, workflow reference guides, FAQ documents capturing questions raised, and escalation contacts. Platform Communication & Advisor Readiness Own the advisor communication process for every platform capability release and product release/model change, ensuring advisors receive structured notice with clear context on what is changing, why, and what action is required before the change goes live. Draft and distribute platform update communications, training announcements, and capability summaries to the advisor network on a consistent, proactive cadence so no advisor is caught off-guard by a product or model change. Deliver a quarterly platform capability briefing to the advisor network covering what has shipped, what is underutilized, and what is coming, supported by a written summary document for advisors who prefer reference materials over live sessions. Partner with the Head of Investment Platform/Operations on messaging for major capability launches, translating platform developments into advisor-relevant language and clearly articulating the value of new tools.

Required: Bachelor’s degree in Finance, Business, Economics, or a related field. 3-5 years of experience in wealth management, investment operations, TAMP platforms, or financial technology, with direct exposure to model portfolio delivery, SMA/UMA infrastructure, or advisor-facing platform products. Demonstrated experience designing and delivering structured training programs for complex investment or financial platform products, with a track record of producing training materials that advisors or clients actually use. Strong written communication skills with the ability to produce polished, advisor-ready documents, training guides, quick-reference materials, and product communications independently and under deadline. Highly organized and detail-oriented, with the discipline to maintain a large library of living documents accurately and consistently over time. High degree of professionalism, credibility with senior stakeholders, and follow-through in a fast-paced, high-expectation environment.

Preferred: Direct hands-on experience with TAMP technologies in training, product, or operations capacity. Familiarity with Dynasty Financial Partners’ model suite, investment philosophy, or TAMP architecture. Background in RIA or multi-custodian environments with exposure to Goldman Sachs, Fidelity, Schwab, or Pershing connectivity workflows. Experience in a product enablement, platform specialist, or senior client success role within a wealth management technology or TAMP firm.

SUCCESSFUL CANDIDATES WILL: Bring genuine expertise in TAMP products and investment platform delivery and the ability to make that expertise accessible and actionable for advisors at every level of familiarity. Take full ownership of the training and documentation function without needing to be managed step-by-step, building systems, maintaining materials, and running programs with consistency and rigor. Be a skilled writer and communicator who can produce clean, professional, advisor-ready materials quickly and maintain them accurately over time. Be a proactive communicator who gets ahead of platform changes, anticipates advisor questions, and ensures no advisor encounters a product or model update they were not prepared for. Bring a service-first mindset, understanding that how well advisors are trained and informed directly affects their trust in the platform and their ability to serve clients. Be a culture carrier and adopt Dynasty’s values of accountability, fairness, teamwork, and transparency. Show eagerness to grow with Dynasty as the TAMP platform expands, new capabilities are released, and the advisor network scales.

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.