Dynasty Financial Partners
Project & Business Operations Manager - TAMP & Data Strategy
Dynasty Financial Partners, St. Petersburg, Florida, United States, 33739
Project & Business Operations Manager - TAMP & Data Strategy
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Project & Business Operations Manager - TAMP & Data Strategy
role at
Dynasty Financial Partners
We are seeking a highly organized, analytical, and execution-oriented Project & Business Operations Manager to drive cross‑functional initiatives focused on operational workflow improvement, platform integration, and data management within our Turnkey Asset Management Platform (TAMP) ecosystem.
This individual will play a dual role: managing projects that support data and system connectivity while also identifying and implementing scalable process improvements across business functions. Success in this role requires deep collaboration with stakeholders across Operations, Technology, Investments, and third‑party partners including custodians, asset managers, data vendors, and TAMPs. Ideal candidates will have experience in investment operations or fintech platforms, demonstrated strength in project execution, and a process‑mindful approach to problem‑solving.
Project Management & Strategic Execution
Lead the planning and execution of projects tied to operational data, system integration, and TAMP platform enhancements.
Manage timelines, milestones, risks, and stakeholder coordination to ensure deliverables are on time and aligned with business goals.
Provide regular project updates, performance metrics, and progress reports to senior leadership.
Data Integration & Platform Connectivity
Oversee ingestion, reconciliation, and validation of custodial, transactional, and pricing data from platforms such as Schwab, Fidelity, Pershing, Envestnet, Vestmark, 55ip, iCapital, and CAIS.
Resolve data quality issues by partnering with internal and external stakeholders to ensure consistency and accuracy across systems.
Lead efforts to onboard or enhance API, SFTP, or FIX‑based data feeds across investment platforms.
Business Process Optimization
Assess and improve existing operational workflows across investments, finance, and client service.
Conduct current‑state and future‑state process mapping using SOPs, flowcharts, or documentation tools.
Identify gaps, inefficiencies, or root causes and implement structured solutions that drive scale and reduce risk.
Monitor the impact of changes and drive adoption of new processes or systems across teams.
Operational Enablement & Documentation
Maintain accurate and accessible process documentation, including SOPs and workflows, across operational functions.
Ensure that process changes are clearly communicated and integrated into team training and support resources.
Serve as a go‑to resource for operational questions and cross‑functional enablement.
Cross‑Functional Collaboration
Act as a liaison between Operations, Technology, Investments, and external vendors to translate business requirements into technical solutions.
Support rollout of new tools, workflows, and platform capabilities with proper testing, feedback collection, and change management.
Foster collaboration between teams by leading regular project syncs, workflow reviews, and KPI tracking.
Requirements
Relevant BA/BS degree in Data Analytics, Business, or Computer Science (preferred).
3‑5 years of experience in investment operations, project management, or process improvement within an RIA, TAMP, fintech platform, or custodial environment.
Familiarity with investment data types (positions, trades, pricing, corporate actions) and multi‑custodial platforms.
Experience working with platforms such as Vestmark, Envestnet, 55ip, iCapital, or CAIS.
Strong command of project management tools (e.g., Monday.com, Smartsheet, JIRA) and documentation platforms (Lucidchart, Visio).
Proficiency in Microsoft Office, particularly Excel.
Demonstrated ability to manage complex projects, improve workflows, and communicate across diverse stakeholder groups.
Preferred Attributes
Highly organized with a strong attention to detail and structured thinking.
Thrives in high‑growth, fast‑paced environments with shifting priorities.
Passionate about improving the advisor and client experience through better data, integration, and operations.
Adaptable team player with strong communication and change management skills.
Motivated by problem‑solving and operational excellence, not afraid to roll up sleeves and lead from the front.
U.S. military experience (active duty or reserve) a plus, particularly in operations, planning, logistics, or team leadership.
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Project & Business Operations Manager - TAMP & Data Strategy
role at
Dynasty Financial Partners
We are seeking a highly organized, analytical, and execution-oriented Project & Business Operations Manager to drive cross‑functional initiatives focused on operational workflow improvement, platform integration, and data management within our Turnkey Asset Management Platform (TAMP) ecosystem.
This individual will play a dual role: managing projects that support data and system connectivity while also identifying and implementing scalable process improvements across business functions. Success in this role requires deep collaboration with stakeholders across Operations, Technology, Investments, and third‑party partners including custodians, asset managers, data vendors, and TAMPs. Ideal candidates will have experience in investment operations or fintech platforms, demonstrated strength in project execution, and a process‑mindful approach to problem‑solving.
Project Management & Strategic Execution
Lead the planning and execution of projects tied to operational data, system integration, and TAMP platform enhancements.
Manage timelines, milestones, risks, and stakeholder coordination to ensure deliverables are on time and aligned with business goals.
Provide regular project updates, performance metrics, and progress reports to senior leadership.
Data Integration & Platform Connectivity
Oversee ingestion, reconciliation, and validation of custodial, transactional, and pricing data from platforms such as Schwab, Fidelity, Pershing, Envestnet, Vestmark, 55ip, iCapital, and CAIS.
Resolve data quality issues by partnering with internal and external stakeholders to ensure consistency and accuracy across systems.
Lead efforts to onboard or enhance API, SFTP, or FIX‑based data feeds across investment platforms.
Business Process Optimization
Assess and improve existing operational workflows across investments, finance, and client service.
Conduct current‑state and future‑state process mapping using SOPs, flowcharts, or documentation tools.
Identify gaps, inefficiencies, or root causes and implement structured solutions that drive scale and reduce risk.
Monitor the impact of changes and drive adoption of new processes or systems across teams.
Operational Enablement & Documentation
Maintain accurate and accessible process documentation, including SOPs and workflows, across operational functions.
Ensure that process changes are clearly communicated and integrated into team training and support resources.
Serve as a go‑to resource for operational questions and cross‑functional enablement.
Cross‑Functional Collaboration
Act as a liaison between Operations, Technology, Investments, and external vendors to translate business requirements into technical solutions.
Support rollout of new tools, workflows, and platform capabilities with proper testing, feedback collection, and change management.
Foster collaboration between teams by leading regular project syncs, workflow reviews, and KPI tracking.
Requirements
Relevant BA/BS degree in Data Analytics, Business, or Computer Science (preferred).
3‑5 years of experience in investment operations, project management, or process improvement within an RIA, TAMP, fintech platform, or custodial environment.
Familiarity with investment data types (positions, trades, pricing, corporate actions) and multi‑custodial platforms.
Experience working with platforms such as Vestmark, Envestnet, 55ip, iCapital, or CAIS.
Strong command of project management tools (e.g., Monday.com, Smartsheet, JIRA) and documentation platforms (Lucidchart, Visio).
Proficiency in Microsoft Office, particularly Excel.
Demonstrated ability to manage complex projects, improve workflows, and communicate across diverse stakeholder groups.
Preferred Attributes
Highly organized with a strong attention to detail and structured thinking.
Thrives in high‑growth, fast‑paced environments with shifting priorities.
Passionate about improving the advisor and client experience through better data, integration, and operations.
Adaptable team player with strong communication and change management skills.
Motivated by problem‑solving and operational excellence, not afraid to roll up sleeves and lead from the front.
U.S. military experience (active duty or reserve) a plus, particularly in operations, planning, logistics, or team leadership.
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