Job Description

We are seeking a detail-oriented, analytical professional to join our Manager Relations & Partnerships Team as a Business Analyst. This role is responsible for developing, maintaining, and enhancing data analytics and reporting processes to support strategic decision-making, financial invoicing, and Partner Program deliverables. The individual will also support Dynasty’s Partnership Program by collaborating closely with internal teams and external contacts to ensure data integrity, automate workflows, and deliver actionable insights for Dynasty Network Partners and key resource partners.

This role is an in-office position in downtown St. Petersburg, Florida.

RESPONSIBILITIES:

• Develop measurable data analytics to track and maintain management-level reporting and invoicing revenue for key business items.
• Track adoption of products and utilization by Network Partners; monitor TAMP asset levels, asset flows, and asset manager flows.
• Analyze revenue data across multiple programs, preparing detailed reports and insights to support strategic decisions and ensure accurate financial invoicing.
• Maintain and validate product lists, and ensure data integrity, especially during cyclical periods such as quarter-end and month-end.
• Create dashboards and internal reporting for all program partners on a monthly basis, ensuring data is accurate and presentable for approximately 30 targeted partners.
• Assist with SMA product onboarding, including operational due diligence, setup configuration and lifecycle management on the investment platform.
• Support advisor transitions by mapping SMA product solutions and identifying replacement strategies when needed.
• Provide ad hoc data pulls for requests from the Investment Team, Finance Team, Ops Team, and other key stakeholders.
• Collaborate with internal and external stakeholders to ensure Dynasty is providing high quality deliverables in support of the firm’s Partnership Program.
• Consistently assess and improve workflow processes to mitigate risk and create efficiencies.
• Support departmental projects, including new manager or product offerings, and assist in the development and implementation of policies and procedures.

Requirements

QUALIFICATIONS

• Bachelor’s Degree in Finance, Business, Economics, Data Analytics or equivalent required.
• Minimum of 2-5 years of experience working with various investment products and structures as part of a Financial Services company or equivalent.
• Results-driven, motivated individual. Thrive in fast-paced work environment.
• Flexibility to handle multiple assignments simultaneously.
• Familiar with industry pricing factors and the competitive landscape.
• Intermediate to advanced knowledge of MS Word and Excel
• Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment
• Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data.
• Advanced proficiency in Microsoft Excel for data analysis, modeling, and reporting.
• Experience in quality assurance and refinement of data reporting, including asset tier calculations and reconciliation across platforms.
• Skilled at gathering business requirements, translating them into technical specifications, and collaborating with stakeholders to develop analytics solutions.
• Proficient in compiling, analyzing, and interpreting large datasets to produce actionable insights for management-level reporting, asset flows, and revenue analysis.
• Skilled in maintaining and validating CRM records (e.g., Salesforce), monitoring product lists, and ensuring data integrity, especially during cyclical periods such as quarter-end and month-end.
• Experience with data visualization tools (e.g., Power BI, Tableau) and data analytics platforms.
• Excellent verbal and written communication skills – You can translate and present complicated data in a simple, easy to understand style or format.
• Exceptional critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues
• Proven ability to multi-task and manage multiple projects effectively and work well under pressure to deliver high-quality work within tight deadlines

Successful candidates will:

• Act with an entrepreneurial spirit and a willingness to show initiative
• Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs
• Be comfortable working and thriving in a demanding and fast-paced environment
• Be a culture carrier and adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
• Show eagerness to learn and grow within the firm

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.