Senior Associate, Global Client Group (Independent Advisor Group)

Sacbar; Santa Monica, Northern (CA, KY); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Dimensional Fund Advisors is seeking a Senior Associate to support Regional Directors in business development and client services for independent advisor clients across the west coast. The role involves articulating investment principles to financial advisors and educating them on portfolio construction.

The position requires a Bachelor's degree (MBA/CFA preferred) and 5+ years in financial services, with licensing to be completed within 12 weeks.

Qualifications

• Bachelor's degree required; MBA and/or CFA strongly preferred.
• 5+ years of experience in Financial Services/Investment industry.
• SIE, Series 7, and Series 63/66 licenses required and must be obtained within first 12 weeks of hire.

Responsibilities

• Articulating complex investment principles and capital market research to financial advisors.
• Educating financial advisors on portfolio construction and how our solutions work.
• Interacting with advisors on practice management related issues.
• Traveling with Regional Directors to build strong relationships with key advisor clients.
• Delivering complex investment presentations to financial advisors.
• Facilitating 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

Communication skills

Interpersonal skills

Detail-oriented

Self-starter

Proactive learner

Education

Bachelor's degree

MBA

CFA

Tools

Excel

Access

SIE

Series 7

Series 63/66

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: $95,000 - $140,000. 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 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 west 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

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.