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About the Role

The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing and managing relationships with a diverse global client set. Senior Associates provide relationship management, support, and analysis to Regional Directors in business development and client retention activities with institutional investors. This role offers the opportunity to work directly with clients and prospects, developing strong relationships and identifying selling opportunities.

Responsibilities

Articulate Dimensional's investment philosophy and strategies to clients and prospective clients.
Lead and conduct industry-specific research to support sales ideas and marketing campaigns.
Address client inquiries by evaluating circumstances and gathering information across departments.
Proactively identify and propose solutions for client needs and new business opportunities.
Develop strong business and personal relationships with clients and colleagues.
Develop and deliver complex investment presentations for client and prospect meetings.
Generate and support business objectives and goals.
Develop and facilitate the production of complex client-driven requests.
Seek opportunities for professional growth and mentor others.
Develop a robust understanding of the institutional industry and related business practices.

Requirements

Bachelor's degree
MBA and/or CFA preferred
5+ years of experience in the Financial Services/Investment Management industry
Strong analytical and quantitative problem-solving skills
Excellent verbal and written communication and interpersonal skills
Proactive desire to learn
Detail oriented
Ability to work in a team environment and independently
Self-starter capable of managing multiple projects and meeting deadlines
Strong computer skills with ability to learn programs as needed
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire)
This role is not eligible for immigration sponsorship

Skills

Relationship management
Client service
Sales
Business development
Client retention
Investment analysis
Presentation development
Research
Communication
Interpersonal skills
Problem-solving
Teamwork
Independent work
Project management
Computer skills

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

5+ years

Education Level

Bachelor's degree
MBA preferred
CFA preferred

Benefits

Comprehensive benefits
Educational initiatives
Special celebrations of history, culture, and growth

About the Company

Dimensional's distribution arm, Global Client Group (GCG), targets a diverse client set.
GCG strives to transform the way the world invests by putting the client first.
The Traditional Institutional Group works with large institutional clients, consultants, and insurance clients.

Equal Opportunity

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, caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.