Our Traditional Institutional Group is responsible for working with large institutional clients, institutional consultants, and insurance clients across the country, including defined benefit and defined contribution plans, foundations, endowments, family offices, and corporations.

Senior Associates provide relationship management, support, and analysis to Regional Directors in business development and client retention activities with institutional investors. Senior Associates also have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it. The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.

Responsibilities:

• Articulate Dimensional's 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 and gathering information across departments

• Proactively identify and propose solutions to address client needs and ideas for new business opportunities

• 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

• Generate and support business objectives and goals

• Develop and facilitate the production of complex client driven requests among a team of Associates

• Seek opportunities for professional growth; mentor others by sharing expertise and experiences

• Develop a robust understanding of the institutional industry and related business practices

Qualifications:

• Bachelor's degree

• MBA and/or CFA preferred

• 5+ years of experience in the Financial Services/Investment Management 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 with ability to learn programs as needed

• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)

• This role is not eligible for immigration sponsorship

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