Senior Associate, Global Client Group (Traditional Institutional Group)

dimensional; Austin (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Dimensional’s Global Client Group seeks a Senior Associate to support relationship management and client service for institutional investors. You will work with sales, consultants, marketing, portfolio management, and analytics to understand client needs and identify opportunities.

Build relationships at all levels, present investment proposals, and contribute to business development while maintaining high service standards.

Qualifications

• Bachelor's degree or higher required.
• MBA and/or CFA preferred.
• 5+ years of experience in Financial Services/Investment Management.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Proactive desire to learn.
• Detail oriented.
• Self-starter capable of managing multiple projects and deadlines.
• Licensing: SIE, Series 7, 63/66 (or attainment within 8 weeks).

Responsibilities

• Articulate investment philosophy and strategies to clients and prospects.
• Lead and conduct industry-specific research to support sales campaigns.
• Address client inquiries by evaluating circumstances and gathering information across departments.
• Identify and propose solutions to client needs and opportunities for new business.
• Develop and deliver complex investment presentations for client meetings.
• Collaborate with sales, consultants, marketing, PM and analytics teams.

Education

Bachelor's degree

MBA

CFA

Licensing: SIE, Series 7, 63/66

Job description

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 Traditional Institutional Group is responsible for working with large institutional clients, institutional consultants, and insurance clients across the country, including defined benefit and defined contribution plans, foundations, endowments, family offices, and corporations.

Senior Associates provide relationship management, support, and analysis to Regional Directors in business development and client retention activities with institutional investors. Senior Associates also have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it. The successful candidate will be capable of building strong relationships at all levels of a client's business to understand their investment needs and identify selling opportunities.

Responsibilities

• Articulate Dimensional's investment philosophy and strategies to our clients and prospective clients
• Lead, develop and conduct industry-specific research to advance sales ideas in support of marketing campaigns
• Address client inquiries by evaluating client-specific circumstances and gathering information across departments
• Proactively identify and propose solutions to address client needs and ideas for new business opportunities
• Develop strong business and personal relationships with clients and colleagues
• Develop and deliver complex and educational investment presentations for various types of client and prospect meetings
• Generate and support business objectives and goals
• Develop and facilitate the production of complex client driven requests among a team of Associates
• Seek opportunities for professional growth; mentor others by sharing expertise and experiences
• Develop a robust understanding of the institutional industry and related business practices

Qualifications

• Bachelor's degree
• MBA and/or CFA preferred
• 5+ years of experience in the Financial Services/Investment Management industry
• Strong analytical and quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Proactive desire to learn
• Detail oriented
• Ability to work in a team environment and independently
• Self-starter who is capable of managing multiple projects and meeting deadlines
• Strong computer skills with ability to learn programs as needed
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 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, and 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.