Associate / Senior Associate, Global Client Group (Broker Dealer)

Dimensional•Charlotte, NC

7d•Hybrid

About The Position

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. GCG develops new business relationships and manages current relationships with global clients. Its Broker-Dealer Advisor channel works with wirehouse and full-service broker-dealer financial advisors across the country. This Senior Associate role supports Regional Directors with business development and client service activities for Broker Dealer clients across the East Coast.

Requirements

Bachelor’s degree required.
At least 5 years of experience in the financial services or investment industry.
Strong analytical skills.
Strong quantitative problem-solving skills.
Excellent verbal and written communication and interpersonal skills.
Detail-oriented.
Able to work effectively in a team environment and independently.
Self-starter capable of managing multiple projects and meeting deadlines.
Strong computer skills, including Excel and Access, and 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

MBA and/or CFA strongly preferred.
Previous prospecting and sales experience preferred.
Cold calling experience preferred.
Proven ability to build and manage a sales pipeline.

Responsibilities

Build and nurture a new pipeline of Broker Dealer prospects.
Source opportunities through outbound calls to advisors.
Collaborate with Regional Directors to identify new opportunities to engage with financial advisors.
Develop Broker Dealer industry insight to execute outbound growth strategies.
Articulate complex investment principles and capital market research to financial advisors.
Educate clients and prospects on why and how portfolio solutions are constructed and how they work.
Interact with clients on practice management issues.
Travel with Regional Directors and develop strong business and personal relationships with key advisor clients.
Develop and deliver complex, 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.