Senior Associate, Global Client Group (Independent Advisor Group)

Job Overview 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 and managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identify where we can add value, and collaborate to provide a better investment experience. Responsibilities 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. Interact with advisors on practice management related issues. Travel with Regional Directors and develop strong business and personal relationships with key advisor clients. Develop and deliver complex and educational investment presentations to financial advisors. Facilitate the production of complex client‑driven requests among a team of Associates. Develop a robust understanding of the advisor industry and related business practices. Qualifications Bachelor’s degree required. MBA and/or CFA strongly preferred. 5+ years of experience in the Financial Services/Investment industry. Proactive desire to learn. Strong analytic 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 capable of managing multiple projects and meeting deadlines. Strong computer skills (Excel and Access) with ability to learn programs as needed. SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire. Employment Details This role is not eligible for immigration sponsorship. Hybrid work model (#LI-Hybrid): office‑first with in‑office presence on Tuesdays, Wednesdays and Thursdays, and remote work on Mondays and Fridays. Benefits Comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. Programs to help take care of you, your family, and your career. EEO Statement It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates. #J-18808-Ljbffr Dimensional Fund Advisors