About this role
Relationship Manager at Dynasty Financial Partners, LLC. Location: St Petersburg, Florida, United States. Role: managing relationships, advising firms, leading projects Requirements: Serve as primary relationship owner for partner firms, provide strategic advisory and project management, 40–60% travel, wealth management or consulting experience, strong communication and critical thinking, proficiency in Microsoft PowerPoint and Excel. Category: Business Development Seniority: Senior Level Tools: Microsoft PowerPoint, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English