Senior Associate, Global Client Group (national Relationship Group)

DIMENSIONAL

Not specified; not specified; comprehensive benefi...
Hybrid
Articulate complex investment principles
Execute regional roadshows
Manage client relationships
The Global Client Group is responsible for developing new business relationships and managing current relationships with global clients by putting the client first

Job Summary

  • The Global Client Group is responsible for developing new business relationships and managing current relationships with global clients by putting the client first.
  • The Senior Associate will lead relationship management and sales activities directly with financial advisors while supporting Regional Directors in business development.
  • Dimensional offers comprehensive benefits, educational initiatives, and a culture that celebrates history, growth, and equal opportunity for all employees.

Matching Summary

The Global Client Group is responsible for developing new business relationships and managing current relationships with global clients by putting the client first.

Salary

Not specified; Not specified; Comprehensive benefits included

Skills & Requirements

Must-have

  • Articulate complex investment principles
  • Execute regional roadshows
  • Manage client relationships
  • Develop advisor industry understanding

Nice-to-have

  • Strong problem-solving skills
  • Self-starter capable of managing projects
  • Excellent verbal communication
  • Detail-oriented team player

Key Requirements

  • 5+ years experience in Financial Services/Investment
  • SIE, Series 7, and Series 63/63 licenses required within 12 weeks
  • Graduate degree (MBA) or CFA/CFP preferred
  • Strong computer skills in Excel and Access

Work Rights

Not specified

Tailored Resume

Cover Letter