Senior Associate, Global Client Group - Enterprise

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

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.