Associate, Global Client Group (Independent Advisor Group)

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

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

Responsibilities: 

• Prospecting and building sales pipeline by working collaboratively with internal and external team members
• Initiating introductory meetings and driving attendance to in person events by using industry and competitive data
• Making cold calls to prospects
• Generating sales leads and additional interest in Dimensional offerings and solutions by attending industry conferences and regional events
• Developing and constructing complex portfolio analysis for current Advisor clients and prospects 

• Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service 
• Assisting in the initial development of investment related marketing materials and charts 
• Developing a robust understanding of Advisor business practices 
• Developing a deep understanding of capital market research and application to portfolio management 
• Some travel may be expected

Qualifications: 

• Bachelor's degree required with a strong academic record 
• 1-2 years’ experience in the Financial Services Industry (including internships) 
• Solid understanding of Dimensional's investment philosophy 
• Strong analytical skills
• Solid quantitative problem-solving skills 
• Excellent verbal and written communication and interpersonal skills; ability to communicate with internal and external business partners at all levels
• Detail-oriented 
• Ability and willingness to make cold calls and adapt to changing environment
• 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 
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP) 
• 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

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