Custody Services Manager at Dynasty Financial Partners

St. Petersburg, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Sep, 26

Salary

0.0

Posted On

24 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Custodial Relationship Management, Account Onboarding, Workflow Management, Data Reconciliation, SLA Monitoring, User Acceptance Testing, Process Documentation, Institutional Relationship Management, Wealth Management Operations, Stakeholder Communication, Project Management, Risk Mitigation

Industry

Financial Services

Description

Description JOB OVERVIEW: Dynasty Financial Partners is seeking an experienced, operationally-focused professional to join the firm as Custody Services Manager. Reporting directly to the Head of Investment Platform & Operations, this role serves as Dynasty’s primary point of contact for all day-to-day custodial interactions and questions across Goldman Sachs, Fidelity, Schwab, and Pershing. The Custody Services Manager will be the go-to internal expert for all custodial matters, responsible for managing institutional relationships, owning advisor account onboarding workflows, and ensuring Dynasty’s custodial operations are documented, scalable, and reliable. This is a founding role — the Custody Services Manager will build this function from the ground up, partnering closely with Investment Platform & Operations, Technology, Compliance, and Transitions and Relationship Management. This role is an in-office position. RESPONSIBILITIES: Custodial Relationship Management Serve as Dynasty’s primary day-to-day liaison with Goldman Sachs, Fidelity, Schwab, and Pershing, including ongoing coordination with designated relationship contacts at each institution. Act as the internal go-to expert for all custodial questions across Dynasty’s advisor network and operations teams. Proactively manage custodial relationships to ensure service levels are met and issues are addressed before reaching advisors. Represent Dynasty’s interests in custodian conversations related to platform updates, policy changes, and operational improvements. Build and maintain a custodial contact directory and escalation matrix for each institution. Account Onboarding & Workflow Management Own and standardize end-to-end advisor account onboarding workflows across all four custodians Document onboarding procedures and create repeatable, scalable processes where none currently exist. Coordinate with Transitions and Relationship Management and internal operations teams to ensure onboarding is seamless and advisor-ready. Track onboarding pipeline and proactively resolve blockers to ensure accounts are opened and funded on schedule. Develop and maintain onboarding guides, checklists, and reference materials for internal use. Custodial Data Reconciliation & Integrity Define and maintain custodial data reconciliation standards across all custodial platforms. Partner with Technology and Operations to identify and address root causes of recurring data issues. Maintain accurate records of reconciliation activity, exceptions, and resolutions. Integration Documentation & Testing Lead documentation of integration protocols and operational procedures for each custodial relationship. Serve as the internal subject matter expert on how each custodian’s systems interact with Dynasty’s platform infrastructure. Participate in user acceptance testing (UAT) for system upgrades, new custodian integrations, and API changes. Collaborate with Technology and external custodian contacts to troubleshoot integration issues and data feed discrepancies. SLA Monitoring & Issue Escalation Own Dynasty’s custodial SLA monitoring framework; track performance against established service standards for each custodian. Serve as the first point of escalation when custodial issues arise, coordinating resolution to prevent advisor-facing impact. Maintain a custodial issue log with root cause analyses and recommendations for process improvement. Report on custodial service performance to the Head of Investment Platform & Operations on a regular basis. Requirements QUALIFICATIONS: Required Bachelor’s degree in Finance, Business, Economics, or a related field. 5-8 years of experience in custodial operations, prime brokerage, or wealth management platform services. Direct, working knowledge of major RIA custodians — Goldman Sachs, Fidelity, Schwab, or Pershing. Experience serving as a primary institutional contact and managing day-to-day custodial interactions. Strong organizational and process-building skills with the ability to document and systematize complex workflows. Excellent communication and relationship management skills across both institutional counterparts and internal stakeholders. Preferred Experience building or formalizing a custodial services or custody operations function within an RIA, TAMP, or wealth management platform. Familiarity with custodial data feeds, reconciliation platforms, and integration workflows. Experience developing SOPs and operational playbooks in a financial services environment. Familiarity with Dynasty Financial Partners’ platform and advisor network. Successful candidates will: Be a self-starter who is energized by building structure where little exists today. Bring a service-first mindset — understanding that custodial excellence directly impacts the advisor and client experience. Be comfortable navigating ambiguity and operating as a founding contributor in a newly defined function. Thrive in a demanding, fast-paced environment with high attention to detail and strong follow-through. Be a culture carrier and adopt Dynasty’s values of accountability, fairness, teamwork, and transparency. Show eagerness to grow with Dynasty as custodial complexity and network scale increase over time. 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.

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Responsibilities

The Custody Services Manager serves as the primary liaison between the firm and major custodians to manage day-to-day interactions and institutional relationships. The role is responsible for building and standardizing account onboarding workflows, ensuring data integrity, and monitoring service level agreements.