Senior Associate, Global Client Group (Independent Advisor Group)

Dimensional Fund Advisors; Austin (TX); Hybride; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

Professional development

Résumé du poste

Dimensional Fund Advisors invites a Senior Associate to support Regional Directors in business development and client services for financial advisor clients across the East Coast. The role emphasizes articulating investment principles, educating advisors on portfolio construction, and building strong client relationships.

Ideal candidates have a bachelor’s degree with MBA/CFA preferred, 5+ years in financial services, and licenses required within 12 weeks.

Qualifications

• Bachelors degree required; MBA/CFA strongly preferred.
• Licensing (SIE, Series 7/63/66) required within 12 weeks of hire.
• 5+ years in financial services/investment industry; proactive learner.
• Excellent verbal and written communication, with strong analytical ability.
• Ability to manage multiple projects and meet deadlines.

Responsabilités

• Articulating complex investment principles and capital market research to financial advisors.
• Educating financial advisors on portfolio construction and function.
• Interacting with advisors on practice management issues.
• Traveling with Regional Directors to build advisor relationships.
• Developing and delivering complex investment presentations.
• Coordinating client-driven requests within a team of Associates.
• Developing understanding of advisor industry and business practices.

Connaissances

Analytical skills

Strong communication

Team oriented

Self-starter

Detail oriented

Time management

Formation

Bachelor's degree

MBA

CFA

SIE certification

Series 7/63/66 licenses

Outils

Excel

Access

Description du poste

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

Benefits

• 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.

Here at Dimensional, we strive to be an inclusive workplace for all.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.