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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 client set. This Senior Associate role supports Regional Directors in business development and client services for financial advisor clients across the east coast.

Responsibilities

Articulate complex investment principles and capital market research to financial advisors.
Educate financial advisors on portfolio solutions construction and function.
Interact with advisors on practice management related issues.
Travel with Regional Directors and develop strong relationships with key advisor clients.
Develop and deliver complex investment presentations to financial advisors.
Facilitate the production of complex client-driven requests among a team of Associates.
Develop a robust understanding of the advisor industry and related business practices.

Requirements

Bachelors degree required.
MBA and/or CFA strongly preferred.
5+ years of experience in the Financial Services/Investment industry.
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 capable of managing multiple projects and meeting deadlines.
Strong computer skills (Excel and Access) with the ability to learn programs as needed.
SIE, Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire.
This role is not eligible for immigration sponsorship.

Skills

Excel
Access

Location

East Coast

Work Type

Hybrid

Experience Level

Senior Associate
5+ years

Education Level

Bachelors degree
MBA
CFA

Benefits

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

About the Company

Dimensional’s distribution arm, comprising sales channels that target a diverse client set.
Strives to transform the way the world invests.
Responsible for developing new business relationships as well as managing current relationships with our global clients.
Understands clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.

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 (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), 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.