Dimensional

Associate, Global Client Group (Enterprise)

Austin

Sponsorship not specifiedDetected 11 days ago

Business DevelopmentExcelResearchCommunicationProblem 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 Enterprise channel is responsible for working with large RIAs and intermediaries across the country.

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.
Our Associates provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients.
With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

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 are 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)

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

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.

This listing is sourced directly from Dimensional's careers page and normalized into a canonical job model.