Senior Associate - Wealth Management (Global Client Group)

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:

$82,000 - $120,000

This role may also be eligible to receive a discretionary bonus.

Job Description:

Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. 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. 

Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience. 

 

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
• Partnering with Senior Relationship Managers and developing strong business and personal relationships with key advisor clients
• Developing and delivering complex and educational investment presentations to financial advisors
• Developing and facilitating the production of complex client driven requests among a team of Associates
• Developing a robust understanding of the advisor industry and related business practices

Qualifications:

• MBA and/or CFA strongly preferred
• Four plus years of experience in the Financial Services/Investment industry
• Strong analytical skills and quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented with capability of managing multiple projects and meeting deadlines
• Intellectual curiosity with desire for self-improvement
• Able to work equally well in a team environment and independently
• Strong computer skills (Excel and Access) with the ability to learn programs as needed

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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 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.