AVP, TAMP Product & Platform Enablement

Job overview

The AVP, TAMP Product & Platform Enablement role is an in-office position in Saint Petersburg, FL. Compensation is not specified. The role reports to the Head of Investment Platform/Operations and supports Dynasty Financial Partners’ advisor network and TAMP platform. The role owns advisor onboarding, training, product education, documentation, and platform communications. It helps advisors use the platform confidently and prepares them for product and model changes through structured learning, current reference materials, and proactive updates.

What you'll do

• Own and operate structured onboarding for new TAMP advisors
• design and maintain a modular training curriculum
• deliver live training and recorded sessions
• coordinate with Investments and Investment Platform Adoption on model updates and releases
• answer, triage, and escalate advisor questions
• maintain a version-controlled library of training and reference materials
• create quick-reference guides and a Solution Onboarding Playbook
• prepare follow-up packages after training
• communicate platform and product changes
• deliver quarterly platform capability briefings
• partner with the Head of Investment Platform/Operations on launch messaging.

What we're looking for

Skills & competencies

avp

tamp product & platform enablement

dynasty financial partners

saint petersburg fl

in-office

advisor training

advisor onboarding

wealth management

investment operations

tamp platform

product education

training documentation

platform communications

bachelor’s degree

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• 401(k) and matching
• paid time off
• FSA/HSA plans
• disability benefits
• voluntary life insurance
• basic life insurance.

Why this role

The posting requires a bachelor’s degree in finance, business, economics, or a related field and 3–5 years of relevant wealth management, investment operations, TAMP, or financial technology experience. It lists health, dental, vision, retirement, paid time off, FSA/HSA, disability, and life insurance benefits.

About the employer

Dynasty Financial Partners, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.