Senior Associate, Global Client Group (national Relationship Group)

DIMENSIONAL

Austin, United States
Hybrid
Client relationship management
Sales activities
Investment principles
The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships and managing current relationships with global clients

Job Summary

  • The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships and managing current relationships with global clients.
  • The Senior Associate will lead relationship management and sales activities directly with financial advisors and support Regional Directors in business development and client retention.
  • 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 Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships and managing current relationships with global clients.

Skills & Requirements

Must-have

  • client relationship management
  • sales activities
  • investment principles
  • capital market research
  • outbound phone calls
  • client requests

Nice-to-have

  • practice management
  • proactive desire to learn
  • engaging clients
  • problem-solving skills
  • team environment and independently

Key Requirements

  • 5+ years of experience
  • Graduate degree (MBA), CFA or CFP certifications preferred
  • SIE, Series 7, and Series 63/66 licenses required within 12 weeks

Work Rights

Not specified

Tailored Resume

Cover Letter