Job description

Notes to applicants:

• Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

Job Description:
The Global Client Group (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 Dimensional investment solutions across a range of offerings, such as mutual funds, ETFs, and separately managed accounts (SMAs). 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.

Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This Senior Associate role will support Regional Directors working with our largest RIA clients nationally.

Responsibilities:

• Partner with Regional Directors and Associates to develop and drive client support initiatives in the areas of investments, communication, and business strategy
• Travel with Regional Directors and develop strong business and personal relationships with key advisor clients
• Communicate complex investment principles and capital markets research across executive, investment, and advisory teams
• Provide education to clients on why and how our portfolio solutions are constructed and implemented across mutual funds, ETFs, and SMAs
• Interact with advisors on practice management related opportunities
• Drive organization and sharing of learning and development efforts nationally and spur creative ideas and facilitation
• Develop a robust understanding of the advisor industry and related business practices

Qualifications:

• Bachelors degree required
• 4+ 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 with the ability to learn programs as needed
• Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Job Type: Full-time

jjbodyshop.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jjbodyshop.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jjbodyshop.com is the ideal place to find your next job.