Job Description

Dynasty Financial Partners is building a deeply integrated advisor platform powered by proprietary data, analytics, and emerging AI capabilities. The Data & Analytics Product Manager is the Senior product owner for Dynasty’s data and analytics portfolio — responsible for defining the vision, strategy, roadmap, and adoption of data powered products that drive measurable outcomes for advisors, home office teams, and executive leadership.

This role is product first. You will operate as a senior product leader who owns what gets built and why, ensuring that Dynasty’s data platform and analytics products are aligned to business priorities, delivered incrementally, and widely adopted. You will partner closely with Engineering and Delivery leadership, while maintaining clear accountability for outcomes.

Primary Responsibilities

Product Vision & Strategy

Define and own the product vision and North Star for Dynasty’s data and analytics experiences
Translate company strategy into a cohesive, multi year product roadmap
Establish clear product outcomes, OKRs, and success metrics tied to adoption and business impact
Serve as the executive product voice for data and analytics in planning, prioritization, and investment discussions

Roadmap Ownership & Prioritization

Own the end to end data & analytics roadmap across products and platform capabilities
Balance advisor value, business impact, and longer term platform investments
Make deliberate trade offs between feature delivery and foundational enablement
Partner with Engineering leadership on sequencing, dependencies, and delivery trade offs
Ensure roadmap clarity for executives, product peers, and delivery teams

Analytics & Intelligence Products

Own the product strategy for Dynasty’s analytics and insight experiences, including firm performance, flows, billing, benchmarks, and executive dashboards
Ensure analytics products are decision oriented, intuitive, and trusted by users
Drive consistency in KPIs, metrics definitions, and insight storytelling across the platform
Champion user centered discovery to ensure analytics solve real advisor and home office needs

Data Platform as a Product

Treat the data platform as a foundational product, with clear consumers, capabilities, and outcomes
Define product requirements for data availability, quality, governance, and AI readiness in partnership with Engineering
Ensure platform investments directly enable analytics, reporting, and future intelligence use cases
Hold teams accountable for platform work that unlocks real product and business value

Adoption, Enablement & Value Realization

Drive adoption and impact, not just delivery, across data and analytics capabilities
Partner with Marketing, Relationship Management, and Services on enablement strategies including training, release communications, demos, and executive storytelling
Establish structured feedback loops (usage analytics, advisory councils, betas) and actively evolve the roadmap based on insights
Ensure every significant release clearly communicates what changed, why it matters, and how success will be measured

Requirements

6+ years of experience in product management, platform product leadership, or technology leadership roles
Proven ability to drive adoption and business outcomes for analytics heavy or data powered products
Strong strategic thinking paired with practical prioritization and execution judgment
Experience in fintech, wealth management, or other regulated industries strongly preferred

About Dynasty Financial Partners

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.

With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.

Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.

Visit our website for more information: www.dynastyfinancialpartners.com

Subscribe on Youtube: http://bit.ly/1MKXhC8

*Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*

Industry

Finance & Insurance

Company Size

201-500 employees

Headquarters

St Petersburg, Florida

Year Founded

2010

Website

dynastyfinancialpartners.com

Social Media