Dimensional
Senior Associate, Global Client Group (Independent Advisor Group)
Austin · Senior
Sponsorship not specifiedDetected 32 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 east 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
- 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 pregn
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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This listing is sourced directly from Dimensional's careers page and normalized into a canonical job model.