Operations & Technology Specialist (Atlanta)

Description

Dynasty Financial Partners is seeking a versatile and self-motivated Operations & Tech Specialist to join our team. This hybrid role blends Application Support and Operations Support functions. While employed by Dynasty, you will reside onsite within a Network Partner (Dynasty client) office, serving as the primary point of contact for all technology and operations support needs. The successful candidate will act as both a Tier 1/first-level Application Support resource and an Operations support specialist, ensuring seamless use of Dynasty’s proprietary platforms, integrated vendor systems, and operational workflows. You will be expected to take ownership of all Tier 1/first-level support tickets, engaging Dynasty’s Service Desk or Operations teams when Tier 2/second-level or subject matter expertise is required. This role is ideal for someone who is client-centric, adaptable, and eager to build strong relationships while proactively learning and mastering both technical and operational elements of their responsibilities. 

Requirements

Key Responsibilities:  

Service Desk / Application Support 

• Provide Tier 1/first-level technical support for advisors and staff across Dynasty technology platforms (CRM, Black Diamond, eMoney, DocuSign, Box, and other vendor/proprietary tools as required). 
• Own the Tier 1/first-level support ticket process end-to-end, from intake and troubleshooting through resolution and documentation. 
• Escalate issues to Dynasty’s Tech Application or Operation Specialists teams when necessary, maintaining clear communication and tracking. 
• Support user account creation, license management, and permissions across platforms. 
• Develop deep knowledge of system interconnectivity to effectively diagnose and resolve issues. 

Operations Support 

• Support the account lifecycle (account opening, transfers, maintenance, and termination) including custodial paperwork and TAMP integrations. 
• Troubleshoot transfer-related issues and proactively resolve discrepancies. 
• Leverage Black Diamond and custodial platforms for performance reporting, data reconciliation, and advisor reporting templates. 
• Assist in refining and documenting operational procedures to drive efficiency and compliance. 

Client & Partner Engagement 

• Act as the central point of contact for technology and operations within the Network Partner office. 
• Build strong relationships with advisors, client service associates, and support staff. 
• Provide training and guidance on technology and operations workflows and procedures. 
• Proactively communicate platform updates, process changes, and feature enhancements. 
• Partner with Dynasty’s Service Desk, Operations, and Product teams to relay feedback, identify improvements, and ensure alignment. 

Professional Growth & Initiative 

• Develop and execute a structured action plan to quickly learn both Application Support and Operations responsibilities. 
• Stay current on new system releases and industry trends. 
• Demonstrate independence and initiative in resolving issues, while knowing when to engage Dynasty’s internal resources. 
• Contribute knowledge base articles, training documentation, and internal process improvements. 

Preferred Qualifications:  

• Must be in or near Atlanta, GA.  
• This is an in-office position, Mon-Fri. 
• 3+ years of experience in technology/application support, financial operations, or a related role (Wealth Management/RIA preferred). 
• Experience supporting advisors, client service associates, or similar financial operations staff. 
• Strong proficiency in Salesforce CRM, Black Diamond, user management, asset management applications (Vestmark) and financial planning tools (eMoney, MoneyGuide Pro, etc.) 
• Excellent troubleshooting, analytical, and problem-solving skills. 
• Strong communication and presentation skills; able to explain complex issues simply. 
• Highly organized with the ability to prioritize multiple tasks in a fast-paced environment. 
• Proficiency with Microsoft Office and familiarity with Service Desk ticketing platform (Zendesk). 
• Bachelor’s degree or equivalent professional experience required. 

Ideal candidate will: 

• Take ownership and accountability as the embedded Dynasty support presence within a Network Partner office. 
• Balance Service Desk–style responsiveness with Operations workflow expertise. 
• Demonstrate strong initiative and build a learning plan to master both sides of the role. 
• Be process-oriented but also flexible and creative in problem-solving. 
• Build strong relationships across both Dynasty and Network Partner teams. 

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.