Analyst / Associate, Global Client Group (Broker Dealer)

Dimensional•Austin, TX

About The Position

The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships and managing existing relationships with global clients. The Broker-Dealer Advisor channel works with wirehouse and full-service broker-dealer financial advisors across the country. Analysts provide relationship management and support to Sales & Client Service teams in business development and client retention. With proven success, Analysts may work directly with clients, prospects, and intermediaries to develop and expand personal and professional relationships. Some travel may be expected.

Requirements

Bachelor's degree with a strong academic record.
One to two years of experience in the financial services industry, including internships.
Solid understanding of Dimensional's investment philosophy.
Strong analytical skills.
Solid quantitative problem-solving skills.
Excellent verbal and written communication and interpersonal skills.
Detail-oriented.
Able to work effectively both in a team environment and independently.
Self-starter capable of managing multiple projects and meeting deadlines.
Strong computer skills, including Excel and Access, and the ability to learn programs as needed.
SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are 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.

Nice To Haves

Intention to pursue outside investment-related education, such as an MBA, CFA, or CFP.

Responsibilities

Source opportunities through outbound calls and emails to advisors.
Collaborate with Regional Directors to identify new opportunities to engage with financial advisors.
Identify and discuss key findings of portfolio analyses with clients.
Answer the Financial Advisor hotline and provide solutions to ad hoc investment questions and related client service needs.
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.