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Dimensional Fund Advisors · 2 hours ago

Senior Associate, Global Client Group (National Relationship Group)

Austin

Full-time

Hybrid

Senior Level

5+ years exp

Dimensional Fund Advisors is a leading firm in the financial services industry, focusing on transforming investment experiences for clients. The Senior Associate in the Global Client Group will manage relationships with financial advisors, support business development, and enhance client retention by articulating investment principles and providing tailored solutions.

Financial Services

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

Uncovering both opportunities and vulnerabilities with current clients through outbound phone calls

Executing on regional roadshows that bring Dimensional resources out into the field

Responding to or delegating inbound client requests and ensuring timely deliverables

Delivering live and recorded studio webinars on various topics

Developing a robust understanding of the advisor industry and related business practices

Qualification

Financial Services experienceCFA certificationCFP certificationSIE licenseSeries 7 licenseSeries 63/66 licensesGraduate degree (MBA)Computer skillsProblem-solving skillsCommunication skillsDetail-orientedTeamworkSelf-starter

Required

5+ years of experience in the Financial Services/Investment industry

Proactive desire to learn

Strong desire to engage clients across multiple mediums

Solid 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 are required and must be obtained within the first 12 weeks of hire as a condition of employment