Dimensional
Associate, Global Client Group (Independent Advisor Group)
Santa Monica
Sponsorship not specified$81k-$118kDetected 8 days ago
ExcelResearchCommunicationProblem SolvingCFA
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
- Developing and constructing complex portfolio analysis for current Advisor clients and prospects
- Developing a robust understanding of Advisor business practices
- Developing a deep understanding of capital market research and application to portfolio management
- GCG is responsible for developing new business relationships as well as managing current relationships with our global clients.
- This role will support Regional Directors working with our largest RIA clients across the west coast.
Requirements
- Bachelor's degree required with a strong academic record
- 2-4 years of experience in the Financial Services 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
- Solid understanding of Dimensional's investment philosophy
- 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
- Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
Compensation
- $81,000 - $118,000 This role may also be eligible to receive a discretionary bonus.
Benefits
- Delivering educational investment related webinars to Advisor clients
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.