Senior Associate, Global Client Group (Independent Advisor Group)

dimensional; Austin (TX); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Dimensional’s Global Client Group (GCG) and Independent Advisor Group (IAG) seek a Senior Associate to support Regional Directors in business development and client services for financial advisor clients across the east coast.

This role requires strong analytical and communication skills, a bachelor’s degree (MBA/CFA preferred), 5+ years in financial services, and licenses (SIE, Series 7, Series 63/66) within 12 weeks of hire. It involves collaboration with advisors and some travel; hybrid work.

Qualifications

• Bachelor's degree required. MBA and/or CFA strongly preferred.
• 5+ years of experience in the Financial Services/Investment industry.
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment.

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 business and personal 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

Analytical skills

Strong communication

Interpersonal skills

Detail oriented

Self-starter

Teamwork

Multi-project management

Excel

Access

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. 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 Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast.

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 business and personal 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

Qualifications

• Bachelors degree required. MBA and/or CFA strongly preferred
• 5+ years of experience in the Financial Services/Investment industry
• Proactive desire to learn
• 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 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

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