About this role
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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.
Our Broker-Dealer Advisor channel is responsible for working with wirehouse and full-service broker dealer financial advisors across the country. This Senior Associate role will support Regional Directors in business development and client services activities for our Broker Dealer clients across the east coast.
Responsibilities:
- Build and nurture a new pipeline of BD prospects
- Source opportunities through outbound calls to advisors
- Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
- Develop broad Broker Dealer industry insight to effectively execute outbound growth strategies
- Articulating complex investment principles and capital market research to financial advisors
- Educate clients and prospects on why and how our portfolio solutions are constructed and work the way they do
- Interact with clients on practice management related issues
- Travel with Regional Directors and develop strong business and personal relationships with key advisor clients
- Develop and deliver complex and educational investment presentations to financial advisors
- Develop and facilitate the production of complex client driven requests among a team of Associates
- Develop a robust understanding of the Broker Dealer industry and related business practices
Qualifications:
- Bachelor’s degree required; MBA and/or CFA strongly preferred
- 5+ years of experience in the Financial Services/Investment industry
- Previous prospecting and sales experience preferred
- Cold calling experience preferred
- Proven ability to build and manage a sales pipeline
- Strong analytical skills
- Solid quantitative 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 within the first 12 weeks of hire as a condition of employment
This role is not eligible for immigration sponsorship.
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