Senior Global Client Strategist - Advisor Relations

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

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.