Dimensional
Financial Services/Investment
SeniorAssociate,GlobalClientGroup(NationalRelationshipGroup)
“Senior Associate, Global Client Group (National Relationship Group) at Dimensional. Skills: Relationship management, Sales activities, Business development, Client retention. Lead relationship management and sales activities directly with financial advisors. Support Regional Directors in business development and client retention activities”
Industry & Context.
Solid problem-solving skills
What They're Looking For.
Must Have
5+ years of experience in the Financial Services/Investment industry, SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment
Nice to Have
Graduate degree (MBA), CFA or CFP certifications preferred.
What You'll Do.
Lead relationship management and sales activities directly with financial advisors
Support Regional Directors in business development and client retention activities
Articulate complex investment principles and capital market research to financial advisors
Educate financial advisors on why and how our portfolio solutions are constructed and work the way they do
Interact with advisors on practice management related issues
Uncover both opportunities and vulnerabilities with current clients through outbound phone calls
Execute on regional roadshows that bring Dimensional resources out into the field
Respond to or delegate inbound client requests and ensuring timely deliverables
Deliver live and recorded studio webinars on various topics
Develop a robust understanding of the advisor industry and related business practices
How You'll Work.
Team & Collaboration
Work equally well in a team environment
Communication Scope
Excellent verbal and written communication; Interpersonal skills
Process & Methodology
Capable of managing multiple projects and meeting deadlines
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