Senior Associate, Global Client Group (Traditional Institutional Group)

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Dimensional Fund Advisors in Austin, TX seeks a Senior Associate to manage relationships with institutional clients and drive business development. You will work with sales, consultants, and internal teams to understand client needs and deliver tailored investment solutions.

The role emphasizes articulating our investment philosophy, delivering sophisticated presentations, and mentoring junior colleagues. A strong background in finance and qualifications like SIE/Series licenses are valued.

Qualifications

• Bachelor's degree required.
• MBA and/or CFA preferred.
• 5+ years in Financial Services/Investment Management industry.
• SIE, Series 7, and Series 63/66 licenses (or attainment within 8 weeks of hire)

Responsibilities

• Articulate Dimensional's investment philosophy and strategies to clients and prospects.
• Lead industry-specific research to support marketing campaigns.
• Address client inquiries by evaluating client circumstances and gathering information across departments.
• Proactively identify solutions to client needs and new business opportunities.
• Develop strong business and personal relationships with clients and colleagues.
• Deliver complex and educational investment presentations for client meetings.
• Generate and support business objectives and goals.
• Coordinate complex client-driven requests among a team of Associates.
• Mentor others and share expertise to foster growth.
• Develop a robust understanding of the institutional industry and related practices.

Skills

Analytical skills

Communication skills

Problem solving

Team player

Self-starter

Detail oriented

Excel

Education

Bachelor's degree

MBA or CFA preferred

Tools

Excel

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, 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.

For more information about Dimensional and our current opportunities, please visit our Careers site. 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. Please discuss with your Recruiter to confirm the details for this specific role.

Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.