Senior Associate, Global Client Group (Independent Advisor Group)

Responsibilities

• Articulating complex investment principles and capital market research to financial advisors
• Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
• Interacting with advisors on practice management related issues
• Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients
• Developing and delivering complex and educational investment presentations to financial advisors
• Developing and facilitating the production of complex client driven requests among a team of Associates
• Developing a robust understanding of the advisor 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
• Proactive desire to learn
• Solid analytical 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 and must be obtained within the first 12 weeks of hire as a condition of employment

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.

Pay

The pay range for this position is $80,000 - $120,000 annually.

Schedule

The schedule for this role is typically full-time.