Dimensional
Senior Associate, Global Client Group (Independent Advisor Group)
Santa Monica · Senior
Sponsorship not specified$95k-$140kDetected 11 days ago
Business DevelopmentExcelResearchCommunicationProblem SolvingPublic SpeakingCFA
About the role
- Job Description: The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set.
- We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience.
- Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country.
Responsibilities
- Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients
- Developing and facilitating the production of complex client driven requests among a team of Associates
- Developing a robust understanding of the advisor industry and related business practices
- GCG is responsible for developing new business relationships as well as managing current relationships with our global clients.
- This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the west coast.
Requirements
- 5+ years of experience in the Financial Services/Investment industry
- 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 required and must be obtained within the first 12 weeks of hire as a condition of employment
- Bachelors degree required. MBA and/or CFA strongly preferred
- Proactive desire to learn
- Strong analytical skills
- Solid quantitative 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
Nice to have
- Bachelors degree required.
- MBA and/or CFA strongly preferred
Compensation
- $95,000 - $140,000 This role may also be eligible to receive a discretionary bonus.
Benefits
- Developing and delivering complex and educational investment presentations to financial advisors
Company info
- 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.
Visa & Work Authorization
- This role is not eligible for immigration sponsorship.
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