Dimensional
Associate, Global Client Group (Enterprise)
Santa Monica
Sponsorship not specified$81k-$118kDetected 15 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.
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.
- 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.
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 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)
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.