Senior Associate

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.

• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

• 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. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. 

Senior Associates provide relationship management, support, and analysis to Regional Directors in business development and client retention activities with institutional investors. Senior Associates also have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it. The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.

Responsibilities:

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

Qualifications:

• 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 who is capable of managing multiple projects and meeting deadlines
• Strong computer skills with ability to learn programs as needed
• Series 7, 63/66 licenses required; Series 7 must be obtained within the first 120 days of hire as a condition of employment

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