Senior Associate, Global Client Group

Dimensional Fund Advisors; Sydney; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid working model (2 days remote)

Subsidized health insurance

Education assistance (CFA)

Paid caregiver leave (up to 16 weeks)

Mental health support program

Life and salary continuance insurance

Social and wellness programs

Job summary

Dimensional Fund Advisors in Sydney, Australia, seeks a Senior Associate to support Regional Directors and develop new business opportunities for Australia-based clients. This is a collaborative, high-caliber team role in a company with strong internal promotion paths.

Responsibilities include articulating investment concepts, educating clients on portfolio solutions, mentoring associates, and delivering webinars.

Qualifications

• 5+ years in the Financial Services/Investment industry.
• Bachelor's degree required; MBA and/or CFA strongly preferred.
• Strong written and verbal communication; analytical mindset.

Responsibilities

• Articulate investment principles and capital market research to clients.
• Educate clients on portfolio solutions and how they work.
• Produce responses to complex client requests with associates/analysts.
• Mentor and grow a team of associates and analysts with the CRG Manager.
• Interact with advisors on practice management issues.
• Develop portfolio analyses and discuss findings with clients.
• Deliver educational webinars to advisor clients.

Skills

Financial services

Analytical skills

Excellent communication

Teamwork & independence

Time management

Education

Bachelor's degree

MBA

CFA

Tools

Excel

Access

Job description

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. GCG is responsible for developing new business relationships, as well as managing current relationships with our global clients. GCG are a group of business development and client service professionals working closely together to build strong relationships with the largest and most sophisticated asset owners in the country. We take the time to gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience.

The Role:

Our Enterprise Group is responsible for working with head-offices and wealth management firms across the country. This Senior Associate role will support Regional Directors with the development of new business opportunities and service Australia based clients. This is a unique opportunity for an enthusiastic and ambitious individual to join a collaborative, high calibre and growing team in an organisation that has a strong track record of promoting from within.

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 financial institutions group 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.

Desirable experience and attributes:

• 5+ years of experience in the Financial Services/Investment industry.
• Self-starter who is capable of managing multiple projects and meeting deadlines.
• A strong sense of professional and personal integrity and high ethical standards.
• Demonstration of initiative, accountability and a focus on delivering consistent quality work.
• Commitment to the philosophy and process underlying Dimensional’ s investment approach.
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner.
• Able to work equally well in a team environment and independently.
• Ability to prioritise and exercise time management skills.
• A proven track record and history of sales success is preferable.
• Strong analytical skills.
• Detail orientated.

Qualifications:

• Bachelors 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.
• Excellent verbal and written communication and interpersonal skills.

Why DFA

• Hybrid working model for most roles, which permits working 2 days remotely each week. This maximizes in person collaboration and interaction while simultaneously providing flexibility!
• Further flexibility for those days in the office through our core hours policy of 10:00 a.m. to 3:00 p.m., allowing all employees the opportunity to balance work with their personal and family needs.
• Great career opportunities, both locally and potentially abroad.
• Subsidized health insurance for individuals and family with several ‘nil-cost’ options available for individuals.
• Access to our health and fitness incentive program.
• Up to 16 weeks of paid primary caregiver leave if you have worked with us for 12 months or more.
• We provide financial and other support for those on a fertility journey, seeking to adopt, expecting a child or with a newborn, or entering menopause.
• Reimbursement for pre-approved study, such as CFA, via our Global Education Assistance Policy as well as access to exam leave.
• Free access to mental health and wellbeing support for you and your family through our Employee Assistance Program.
• Access to life and salary continuance insurance.
• Inclusive and fun social events and activities including Culture Quarters, monthly Take 5 events, run clubs, netball teams and more!
• Training to staff and leadership on sexual harassment, discrimination and the importance of respectful, safe and inclusive workplaces.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

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