Notes to applicants
- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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 Retirement and Insurance Distribution team is responsible for working with insurance companies, retirement providers and financial advisors across the country. Reporting to a Client Service Manager, the Senior Associate will be an integral member of the Retirement and Insurance Distribution relationship management team and will support business development and client retention activities for various prospects and clients. With proven success, the Senior Associate will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensionals client relationships.
Responsibilities
- Articulate Dimensionals investment philosophy and strategies to our clients and prospective clients
- Lead, develop and conduct industry-specific research to advance sales ideas in support of marketing campaigns
- Address client inquiries by evaluating client-specific circumstances while gathering information across departments to address client requests
- Interact with Regional Directors on client related issues
- Develop strong business and personal relationships with clients and colleagues
- Develop and deliver complex and educational investment presentations for various types of client and prospect meetings
- Assist Regional Directors with business objectives and goals
- Mentor less experienced associates
- Identify and propose solutions to address client needs
- Generate ideas for new business opportunities
- Develop a robust understanding of the institutional industry and related business practices
Qualifications
- Bachelor's degree
- MBA and/or CFA preferred
- 5 plus years experience in the Financial Services/Investment industry
- Strong analytical and quantitative problem-solving skills
- Excellent verbal and written communication and interpersonal skills
- Proactive desire to learn
- Detail oriented
- Ability to work 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 ability to learn programs as needed
- SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment
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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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.