Senior Associate, Institutional Client Relationships (Hybrid)

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

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.