Senior Associate, Global Client Group (Independent Advisor Group)

Job Overview For this position, subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of $95,000 – $140,000. 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) works with fee‑only financial advisors (RIAs) across the country. This Senior Associate role supports Regional Directors in business development and client services activities for our financial advisor clients across the west coast. 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 Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients Developing and delivering complex and educational investment presentations to financial advisors Developing and facilitating the production of complex client‑driven requests among a team of Associates Developing 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 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 Securities Industry Essentials (SIE), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment Additional Information This role is not eligible for immigration sponsorship. Hybrid work arrangement: Office first—together on campus Tuesdays, Wednesdays, and Thursdays; remote or in‑office choice on Mondays and Fridays. Dimensional offers comprehensive benefits, educational initiatives, and celebrations of our history, culture, and growth. 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 race, color, religion, creed, sex, pregnancy, caregiver status, gender identity, sexual orientation, national origin, age, disability, ancestry, marital status, domestic partnership status, military or veteran status, immigration status, political activities, arrest or conviction record, salary history, natural hairstyle, or any other status protected by applicable law. #J-18808-Ljbffr Dimensional Fund Advisors