Senior Associate, Global Client Group (Broker Dealer)

For this position, which is subject to credentials, industry experience, education, training/certifications, [and/or geographic differentials], Dimensional reasonably expects to pay a salary range of:

$95,000 - $140,000

This role may also be eligible to receive a discretionary bonus.

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

   

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. 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.  GCG is responsible for developing new business relationships as well as managing current relationships with our global clients.

Our Broker-Dealer Advisor channel is responsible for working with wirehouse and full service broker dealer financial advisors across the country. This Senior Associate role will support Regional Directors in business development and client services activities for our Broker Dealer clients across the west coast.

Responsibilities:

• Build and nurture a new pipeline of BD prospects
• Source opportunities through outbound calls to advisors
• Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
• Develop broad Broker Dealer industry insight to effectively execute outbound growth strategies
• Articulating complex investment principles and capital market research to financial advisors
• Educate clients and prospects on why and how our portfolio solutions are constructed and work the way they do
• Interact with clients on practice management related issues
• Travel with Regional Directors and develop strong business and personal relationships with key advisor clients
• Develop and deliver complex and educational investment presentations to financial advisors
• Develop and facilitate the production of complex client driven requests among a team of Associates
• Develop a robust understanding of the Broker Dealer industry and related business practices

Qualifications:

• Bachelor’s degree required; MBA and/or CFA strongly preferred
• 5+ years of experience in the Financial Services/Investment industry
• Previous prospecting and sales experience preferred
• Cold calling experience preferred
• Proven ability to build and manage a sales pipeline
• 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
• 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 within the first 12 weeks of hire as a condition of employment

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