Senior Associate, Global Client Group (national Relationship Group)
Dimensional Fund Advisors
Not specified; not specified; comprehensive benefi...
Hybrid
Articulate complex investment principles
Execute regional roadshows
Manage advisor relationships
The Global Client Group is responsible for developing new business relationships and managing current relationships with global clients by understanding their evolving needs
Job Summary
The Global Client Group is responsible for developing new business relationships and managing current relationships with global clients by understanding their evolving needs.
The Senior Associate will lead relationship management and sales activities directly with independent RIA and broker/dealer affiliated financial advisors across the country.
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 understanding their evolving needs.
Salary
Not specified; Not specified; Comprehensive benefits included
Skills & Requirements
Must-have
Articulate complex investment principles
Execute regional roadshows
Manage advisor relationships
Develop portfolio solution knowledge
Nice-to-have
Strong problem-solving skills
Self-starter managing multiple projects
Excellent verbal communication
Detail-oriented team player
Key Requirements
5+ years in Financial Services/Investment industry