Analyst/Associate, Global Client Group (Broker Dealer)

CFA Institute; Santa Monica (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Dimensional seeks an Analyst for the Global Client Group to support sales and client service teams across advisor channels. You will learn portfolio analysis, assist in delivering investment solutions to financial advisors, and help expand client relationships with wirehouses and broker-dealers.

Requirements include 1–2 years in financial services, a Bachelor's degree, strong analytical skills, and Excel/Access proficiency. Licensing (SIE, Series 7, 63/66) must be obtained within 12 weeks.

Qualifications

• Bachelor's degree with a strong academic record.
• 1–2 years of experience in Financial Services (incl. internships).
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication.
• Proficiency with Excel and Access; ability to learn new programs.
• Intention to pursue MBA, CFA or CFP.
• SIE, Series 7, and Series 63/66 licenses to be obtained within 12 weeks.

Responsibilities

• Source opportunities through outbound calls and emails to advisors.
• Collaborate with Regional Directors to identify new opportunities with financial advisors.
• Discuss portfolio analysis findings with clients.
• Answer the Financial Advisor hotline with investment questions and client service.
• Assist in developing investment-related marketing materials and charts.
• Develop an understanding of advisor business practices.
• Travel may be expected.

Skills

Analytical skills

Quantitative problem solving

Verbal communication

Written communication

Attention to detail

Teamwork

Self-motivation

Education

Bachelor's degree

Tools

Excel

Access

Job description

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:

$75,000 - $85,000

This role may also be eligible to receive a discretionary bonus.

Job Description: The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Broker-Dealer Advisor channel is responsible for working with wirehouse and full service broker dealer financial advisors across the country. Our Analysts provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. With proven success, Analysts will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

• Source opportunities through outbound calls and emails to advisors
• Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
• Identifying and discussing key findings of portfolio analyses to clients
• Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Some travel may be expected

Qualifications:

• Bachelor's degree required with a strong academic record
• 1-2 years of experience in the Financial Services Industry (including internships)
• Solid understanding of Dimensional's investment philosophy
• Strong analytical skills
• Solid quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter who is capable of managing multiple projects and meeting deadlines
• Strong computer skills (Excel and Access) with the ability to learn programs as needed
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment

This role is not eligible for immigration sponsorship.

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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.