Associate, Global Client Group (Independent Advisor Group)

About the role

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. The Independent Advisor Group (IAG) supports Regional Directors working with our largest RIA clients across the east coast.

Responsibilities

• Develop and construct complex portfolio analysis for current Advisor clients and prospects
• Identify and discuss key findings of portfolio analyses with clients
• Deliver educational investment-related webinars to Advisor clients
• Answer the Financial Advisor hotline and provide solutions to ad hoc investment questions and related client service
• Assist in the initial development of investment-related marketing materials and charts
• Develop a robust understanding of Advisor business practices
• Develop a deep understanding of capital market research and its application to portfolio management
• Some travel may be expected

Requirements

• Bachelor's degree with a strong academic record
• 2-4 years of experience in the Financial Services Industry
• Solid understanding of Dimensional's investment philosophy
• Strong analytical and quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented and 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
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment
• This role is not eligible for immigration sponsorship

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.