Senior Associate, Global Client Group; National Relationship Group

Senior Associate, Global Client Group (National Relationship Group) page is loaded## Senior Associate, Global Client Group (National Relationship Group) locations:
Austin time type:
Full time posted on:
Posted Todayjob requisition :

** Notes to applicants:
*** Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach:
We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

Please discuss with your Recruiter to confirm the details for this specific role.
* Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
* Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.### ###
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* Job Description:

** The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.  GCG is responsible for developing new business relationships as well as managing current relationships with our global clients.

We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.

Our National Relationship Group (NRG) is responsible for working with independent RIA and independent broker/dealer affiliated financial advisors across the country. The Senior Associate will lead relationship management and sales activities directly with financial advisors. They will also support Regional Directors in business development and client retention activities.
** Responsibilities:
*** Articulating complex investment principles and capital market research to financial advisors
* Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
* Interacting with advisors on practice management related issues
* Uncovering both opportunities and vulnerabilities with current clients through outbound phone calls
* Executing on regional roadshows that bring Dimensional resources out into the field
* Responding to or delegating inbound client requests and ensuring timely deliverables
* Delivering live and recorded studio webinars on various topics
* Developing a robust understanding of the advisor industry and related business practices
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* Qualifications:

*** 5+ years of experience in the Financial Services/Investment industry
* Graduate degree (MBA), CFA or CFP certifications preferred.
* Proactive desire to learn
* Strong desire to engage clients across multiple mediums
* Solid problem-solving skills
* Excellent verbal and written communication and interpersonal skills
* Detail-oriented
* Able to work equally well in a team environment and independently
* Self-starter who is capable of managing multiple projects and meeting deadlines
* Strong computer skills (Excel and Access) with the ability to learn programs as needed
* SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained…