Senior Associate, Global Client Group — Advisor Growth

Dimensional Fund Advisors; Santa Monica (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Dimensional Fund Advisors is seeking a Senior Associate for the Independent Advisor Group on the West Coast. You will support Regional Directors in business development and client services for financial advisor relationships across the region.

In this role you will articulate investment principles, educate advisors on portfolio construction, and travel to build key advisor partnerships while delivering complex client presentations and servicing demanding client requests.

Qualifications

• Bachelor's degree required; MBA and CFA strongly preferred.
• 5+ years of experience in the Financial Services/Investment industry.
• Proactive desire to learn with strong analytical and quantitative skills.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented with ability to manage multiple projects and deadlines.
• SIE, Series 7, and Series 63/66 licenses required within the first 12 weeks of hire.

Responsibilities

• Articulating complex investment principles and capital market research to financial advisors.
• Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do.
• Interacting with advisors on practice management related issues.
• Traveling with Regional Directors and developing strong relationships with key advisor clients.
• Developing and delivering complex and educational investment presentations to financial advisors.
• Developing and facilitating the production of complex client driven requests among a team of Associates.
• Developing a robust understanding of the advisor industry and related business practices.

Skills

Communication

Analytical skills

Quantitative problem-solving

Team collaboration

Self-starter

Multitasking

Education

Bachelor's degree

MBA

CFA

Tools

Excel

Access

Job description

Dimensional Fund Advisors is seeking a Senior Associate for the Independent Advisor Group on the West Coast. You will support Regional Directors in business development and client services for financial advisor relationships across the region.

In this role you will articulate investment principles, educate advisors on portfolio construction, and travel to build key advisor partnerships while delivering complex client presentations and servicing demanding client requests.