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

Dimensional Fund Advisors•Charlotte, NC

8d•Hybrid

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. This Senior Associate role supports Regional Directors with business development and client services for Broker Dealer clients across the east coast. The role involves building and managing a pipeline of prospects, engaging financial advisors, explaining investment principles and portfolio solutions, and supporting clients on practice-management matters. It also includes traveling with Regional Directors, developing advisor relationships, delivering educational presentations, and coordinating complex client requests among a team of Associates.

Requirements

Bachelor’s degree required.
At least 5 years of experience in the Financial Services/Investment industry.
Strong analytical skills.
Solid 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.

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 about how and why portfolio solutions are constructed and operate as they do.
Interact with clients on practice-management-related 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.