The core function is the promotion of Dimensional’s investment strategies to financial adviser clients and prospects, involving all aspects of Dimensional’s client service model
Job Summary
The core function is the promotion of Dimensional’s investment strategies to financial adviser clients and prospects, involving all aspects of Dimensional’s client service model.
Key Responsibilities include increasing revenues, assets under management, and client relationships through profitable growth of the Dimensional product suite and direct responsibility for key client interactions.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations.
Matching Summary
The core function is the promotion of Dimensional’s investment strategies to financial adviser clients and prospects, involving all aspects of Dimensional’s client service model.
Skills & Requirements
Must-have
Promote Dimensional's investment strategies
Discuss sophisticated investment solutions
Business development and client service
Sales activity within the defined region
Champion the Dimensional brand
Nice-to-have
Synthesize and communicate complex ideas
Develop strong relationships with clients
Entrepreneurial mindset
Highly collaborative
Key Requirements
Degree level or equivalent professional qualifications
Proven track record of sales success
Strong understanding of London and Southeast region
Excellent written and verbal communication skills
Ability to present Dimensional’s products and philosophy