Associate / Senior Associate, Global Client Group (Broker Dealer)

Dimensional Fund Advisors; Charlotte (NC); Hybride; USD 90 000 - 120 000; Plein temps

Résumé du poste

Dimensional Fund Advisors is seeking a Senior Associate to support Regional Directors in BD development and client services for Broker Dealer clients across the East Coast. You will build a strong pipeline, engage advisors through outbound calls, and translate investment concepts into clear advisor education.

Ideal candidates hold a Bachelor’s degree, 5+ years in financial services, and strong communication skills; a hybrid, office-first environment is offered.

Qualifications

• Bachelor’s degree required; MBA and/or CFA strongly preferred.
• 5+ years of experience in the Financial Services/Investment industry.
• Previous prospecting and sales experience preferred.
• Cold calling experience preferred.
• Proven ability to build and manage a sales pipeline.
• Strong analytical skills; quantitative problem solving.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented; able to work in a team or independently.
• Self-starter capable of managing multiple projects and deadlines.
• SIE, Series 7, and Series 63/66 licenses required within 12 weeks.

Responsabilités

• Build and nurture a new pipeline of BD prospects.
• Source opportunities through outbound calls to advisors.
• Collaborate with Regional Directors to identify new opportunities with financial advisors.
• Develop broad Broker Dealer industry insight to execute outbound growth strategies.
• Articulate complex investment principles and capital market research to financial advisors.
• Educate clients and prospects on portfolio solutions and how they work.
• Interact with clients on practice management related issues.
• Travel with Regional Directors and develop strong business relationships with key advisor clients.
• Develop and deliver complex investment presentations to financial advisors.
• Produce client-driven requests among a team of Associates.

Connaissances

Sales pipeline

Prospecting

Cold calling

Client relationships

Analytical skills

Teamwork / communication

Formation

Bachelor's degree

MBA or CFA preferred

Outils

Excel

Access

CRM tools

Description du poste

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. Our Broker-Dealer Advisor channel is responsible for working with wirehouse and full-service broker dealer financial advisors across the country. This Senior Associate role will support Regional Directors in business development and client services activities for our Broker Dealer clients across the east coast.

Responsibilities

• Build and nurture a new pipeline of BD prospects
• Source opportunities through outbound calls to advisors
• Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
• Develop broad Broker Dealer industry insight to effectively execute outbound growth strategies
• Articulating complex investment principles and capital market research to financial advisors
• Educate clients and prospects on why and how our portfolio solutions are constructed and work the way they do
• Interact with clients on practice management related issues
• Travel with Regional Directors and develop strong business and personal relationships with key advisor clients
• Develop and deliver complex and educational investment presentations to financial advisors
• Develop and facilitate the production of complex client driven requests among a team of Associates
• Develop a robust understanding of the Broker Dealer industry and related business practices

Qualifications

• Bachelor’s degree required; MBA and/or CFA strongly preferred
• 5+ years of experience in the Financial Services/Investment industry
• Previous prospecting and sales experience preferred
• Cold calling experience preferred
• Proven ability to build and manage a sales pipeline
• 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
• 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. #LI-Hybrid 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.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.