Senior Associate, Global Client Group (national Relationship Group)

Dimensional Fund Advisors

Austin, United States
Hybrid
Client relationship management
Sales activities
Financial advisor interaction
GCG is responsible for developing new business relationships as well as managing current relationships with our global clients

Job Summary

  • GCG is responsible for developing new business relationships as well as managing current relationships with our global clients.
  • The Senior Associate will lead relationship management and sales activities directly with financial advisors.
  • 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 of our history, culture, and growth.

Matching Summary

GCG is responsible for developing new business relationships as well as managing current relationships with our global clients.

Skills & Requirements

Must-have

  • Client relationship management
  • Sales activities
  • Financial advisor interaction
  • Outbound phone calls
  • Webinar delivery

Nice-to-have

  • Proactive desire to learn
  • Engage clients across multiple mediums
  • Solid problem-solving skills
  • Detail-oriented
  • Self-starter

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter