Senior Associate, Global Client Group (National Relationship Group)

Dimensional Fund Advisors; Austin (TX); On-site; USD 90,000 - 110,000; Full time

Job summary

A leading investment firm is seeking a Senior Associate in Austin, Texas, to spearhead relationship management and sales activities directly with financial advisors. The ideal candidate will have over 5 years of experience in the Financial Services industry, with strong communication and problem-solving skills. Essential qualifications include a graduate degree (MBA) or relevant certifications like CFA or CFP. Join us in transforming the investment experience for clients through robust engagement and education.

Qualifications

• 5+ years of experience in the Financial Services or Investment industry.
• SIE, Series 7, and Series 63/66 licenses required within 12 weeks of hire.
• Strong desire to engage clients and a proactive desire to learn.

Responsibilities

• Lead relationship management and sales activities with financial advisors.
• Educate financial advisors on portfolio solutions and investment principles.
• Uncover opportunities and vulnerabilities with clients through outreach.

Skills

Client engagement

Problem-solving

Communication skills

Detail-oriented

Education

Graduate degree (MBA)

CFA or CFP certifications

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 National Relationship Group (NRG) is responsible for working with independent RIA and independent broker/dealer affiliated financial advisors across the country. The Senior Associate will lead relationship management and sales activities directly with financial advisors. They will also support Regional Directors in business development and client retention activities.

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
• Uncovering both opportunities and vulnerabilities with current clients through outbound phone calls
• Executing on regional roadshows that bring Dimensional resources out into the field
• Responding to or delegating inbound client requests and ensuring timely deliverables
• Delivering live and recorded studio webinars on various topics
• Developing a robust understanding of the advisor industry and related business practices

Qualifications

• 5+ years of experience in the Financial Services/Investment industry
• Graduate degree (MBA), CFA or CFP certifications preferred.
• Proactive desire to learn
• Strong desire to engage clients across multiple mediums
• Solid 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