Senior Associate, Global Client Group (Traditional Institutional Group)

Dimensional•Austin, TX

10d•Hybrid

About The Position

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. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Traditional Institutional Group is responsible for working with large institutional clients, institutional consultants, and insurance clients across the country, including defined benefit and defined contribution plans, foundations, endowments, family offices, and corporations. Senior Associates provide relationship management, support, and analysis to Regional Directors in business development and client retention activities with institutional investors. Senior Associates also have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it. The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.

Requirements

Bachelor's degree
5+ years of experience in the Financial Services/Investment Management industry
Strong analytical and quantitative problem-solving skills
Excellent verbal and written communication and interpersonal skills
Proactive desire to learn
Detail oriented
Ability to work in a team environment and independently
Self-starter who is capable of managing multiple projects and meeting deadlines
Strong computer skills with ability to learn programs as needed
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)

Nice To Haves

MBA and/or CFA preferred

Responsibilities

Articulate Dimensional's investment philosophy and strategies to our clients and prospective clients
Lead, develop and conduct industry-specific research to advance sales ideas in support of marketing campaigns
Address client inquiries by evaluating client-specific circumstances and gathering information across departments
Proactively identify and propose solutions to address client needs and ideas for new business opportunities
Develop strong business and personal relationships with clients and colleagues
Develop and deliver complex and educational investment presentations for various types of client and prospect meetings
Generate and support business objectives and goals
Develop and facilitate the production of complex client driven requests among a team of Associates
Seek opportunities for professional growth; mentor others by sharing expertise and experiences
Develop a robust understanding of the institutional industry and related business practices