Associate, Global Client Group (Independent Advisor Group)

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:

This role may also be eligible to receive a discretionary bonus.

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 across the west coast.

Responsibilities: 

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects 
• Identifying and discussing key findings of portfolio analyses to clients 
• Delivering educational investment related webinars to Advisor clients 
• 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 
• 2-4 years of experience in the Financial Services Industry
• Solid understanding of Dimensional's investment philosophy 
• 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 
• 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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