Senior Associate, Global Client Group (Consultant Relations)

Posted:
10/3/2024, 6:45:17 AM

Location(s):
Charlotte, North Carolina, United States ⋅ Austin, Texas, United States ⋅ North Carolina, United States ⋅ Texas, United States

Experience Level(s):
Senior

Field(s):
Consulting ⋅ Sales & Account Management

Workplace Type:
Hybrid

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.

  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

   

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 Consultant channel is responsible for working with the investment consultant community across the globe and partnering with the rest of our Sales teams.  The Consultant Relations Senior Associate will initially be internally-focused and will work closely with the Global Client Group, Research, Portfolio Management and Trading teams to win and retain institutional client business. With proven success, Senior Associates may have the opportunity to develop and expand personal and professional relationships directly with consultants, clients, prospects and intermediaries.

Responsibilities:

  • Demonstrate the confidence and ability to be a leader within Consultant Relations team
  • Have a deep and robust understanding of industry landscape – consultants, clients, competitors, asset classes, key trends, business strategy
  • Successfully complete Principles of Dimensional Investing
  • Provide proactive support for RDs with consultant relationships
  • Manage projects independently from Manager/RDs
  • Teach and mentor less-experienced colleagues, including peer review of their work 
  • Deepen relationships with peers at consultant firms
  • Follow industry and consultant trends/developments and communicate findings to team
  • Contribute to the increase of buy ratings across investment platform
  • Partner with colleagues responsible for developing institutional business in North America
  • Some travel may be expected.

Qualifications:

  • Bachelor's degree with strong academic record
  • 5-7 years’ experience in the Financial Services Industry, Institutional knowledge a plus
  • Excellent verbal and written communication skills
  • Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work
  • Work independently, prioritize, stay organized, and exercise time management
  • Demonstrate of initiative and accountability
  • Maintain a strong sense of professional and personal integrity
  • Strong PC skills and proficiency in MS Office applications are essential
  • SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment

#LI-Hybrid

    

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.

It is the policy of the Company to provide equal opportunity for all employees and applicants.  The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.