Senior Associate, Enterprise Client Solutions

Dimensional Fund Advisors; Sydney; Hybrid; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Flexible core hours 10:00–15:00

Health insurance (individual & family)

Education assistance (CFA)

Employee wellbeing program

Career opportunities locally and/or AB

Job summary

Dimensional Fund Advisors is seeking a Senior Associate to support Regional Directors in developing new business opportunities and servicing Australia-based clients. This role offers a hybrid environment with a strong emphasis on collaboration within a high-caliber team.

Ideal candidates will have 5+ years in Financial Services, strong analytical skills, and a track record in sales. The position involves mentoring associates, client education, and travel with directors to key clients.

Qualifications

• Bachelor's degree required; MBA and/or CFA strongly preferred.
• Strong computer skills (Excel and Access) with the ability to learn programs as needed.
• Solid quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.

Responsibilities

• Articulate complex investment principles and capital market research to financial institutions.
• Educate clients and prospects on why and how our portfolio solutions are constructed and work the way they do.
• Develop and facilitate the production of responses to complex client driven requests among a team of associates and analysts.
• In conjunction with the CRG Manager, mentor and grow a team of high-performing associates and analysts.
• Interact with advisors on practice management related issues.
• Develop a robust understanding of the Enterprise business and related business practices.
• Travel with Regional Directors and develop strong business and personal relationships with key clients.
• Demonstrable strategic thought in growing the Enterprise business.
• Developing and constructing complex portfolio analysis for clients and prospects.
• Identifying and discussing key findings of portfolio analyses to clients.
• Delivering educational investment related webinars to advisor clients.

Skills

Communication skills

Analytical skills

Time management

Teamwork

Detail oriented

Sales experience

Education

Bachelor's degree

MBA

CFA

Tools

Excel

Access

Job description

Dimensional Fund Advisors is seeking a Senior Associate to support Regional Directors in developing new business opportunities and servicing Australia-based clients. This role offers a hybrid environment with a strong emphasis on collaboration within a high-caliber team.

Ideal candidates will have 5+ years in Financial Services, strong analytical skills, and a track record in sales. The position involves mentoring associates, client education, and travel with directors to key clients.