Account Management Supervisor

Description

Description

The Account Management Supervisor is responsible for the day-to-day execution and leadership of a team supporting Dynasty’s turnkey asset management program (TAMP). This role blends hands-on operational work with people leadership, ensuring high-quality execution, strong client service, and continuous development of the Account Management team.

Reporting to the Head of Account Management, this position is accountable for both owning critical workflows, coaching, guiding, and supporting team members across enrollment operations, account and manager setup, onboarding, and ongoing platform support. The Supervisor acts as a first-line leader, escalation point, and culture carrier while remaining actively engaged in the work alongside the team.

This role works closely with internal Dynasty stakeholders, independent advisors, custodians, third-party managers, and Resource Partners to ensure operational excellence across the investments and trading platform.

Key Responsibilities

• Perform and oversee functions associated with the submission, validation, and execution of account enrollment instructions provided by Network Partners firms.
• Support client account and manager setup on the TAMP platform, including program selection and ongoing account maintenance.
• Participate directly in advisor onboarding and internal conversions to trading and investment platforms.
• Communicate with custodians, Resource Partners, and Dynasty home office teams to support platform functionality and integration.
• Act as hands-on support during peak periods, complex cases, or staffing gaps to ensure service levels are maintained.
• Provide day-to-day guidance, coaching, and supervision to Operations team members.
• Serve as a first-line escalation point for operational questions, issues, and client concerns.
• Support training efforts, including live and pre-recorded onboarding sessions for new advisors and internal team members.
• Reinforce quality standards, workflows, and best practices across the team.
• Provide feedback to team members focused on accuracy, efficiency, communication, and client service.
• Conduct performance discussions, development planning, and team capacity needs

Requirements

Qualifications

• 3–5 years of experience in financial services, preferably in client onboarding, product distribution, or advisor support.
• Bachelor's degree in business management, finance, economics, or a related field.
• Demonstrated ability to analyze information, solve problems, and make sound operational decisions.
• Strong written and verbal communication skills.
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Proven ability to collaborate effectively and work within a team structure.
• Commitment to delivering a high level of client service in a calm, professional manner

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.