Senior Associate, Global Client Group (Independent Advisor Group)

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 Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast.Responsibilities:Articulating complex investment principles and capital market research to financial advisorsEducating financial advisors on why and how our portfolio solutions are constructed and work the way they doInteracting with advisors on practice management related issuesTraveling with Regional Directors and developing strong business and personal relationships with key advisor clientsDeveloping and delivering complex and educational investment presentations to financial advisorsDeveloping and facilitating the production of complex client driven requests among a team of AssociatesDeveloping a robust understanding of the advisor industry and related business practicesQualifications:Bachelors degree required. MBA and/or CFA strongly preferred5+ years of experience in the Financial Services/Investment industryProactive desire to learnStrong analytical skillsSolid quantitative problem-solving skillsExcellent verbal and written communication and interpersonal skillsDetail-orientedAble to work equally well in a team environment and independentlySelf-starter who is capable of managing multiple projects and meeting deadlinesStrong computer skills (Excel and Access) with the ability to learn programs as neededSIE (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 employmentThis role is not eligible for immigration sponsorship.#LI-HybridDimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special 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 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. SummaryLocation: AustinType: Full time