Senior Associate, Global Client Group (Independent Advisor Group)

Dimensional Fund Advisors•Santa Monica, CA

1d•Hybrid

About The Position

The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships and managing current relationships with global clients, focusing on understanding their evolving needs and providing a better investment experience. The Independent Advisor Group (IAG) within GCG works with fee-only financial advisors (RIAs) across the country. This Senior Associate role specifically supports Regional Directors in business development and client services activities for financial advisor clients on the west coast. Dimensional aims to transform investing through systematic, value-added investment solutions based on robust science and thoughtful implementation, fostering a world-class client experience with a team of over 1,600 diverse individuals.

Requirements

Bachelors degree required
5+ years of experience in the Financial Services/Investment industry
Proactive desire to learn
Strong analytical skills
Solid quantitative problem-solving 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

Nice To Haves

MBA and/or CFA strongly preferred

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