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Senior Team Lead

2 weeks ago

Sydney, New South Wales, Australia Dimensional Fund Advisors Full time

About the Role

The Global Client Group (GCG) is responsible for developing new business relationships and managing current relationships with our global clients. As a Senior Team Lead - Client Relations, you will lead a team of dedicated Client Relations Group representatives based in Sydney who provide support to the GCG.

Key Responsibilities

  • Lead, mentor, and manage a team providing guidance, support, and fostering a collaborative environment.
  • Work with the team to streamline and optimise processes that enhance productivity and efficiency across channels and departments.
  • Identify training needs within the team and provide relevant coaching and development opportunities on complex investment presentations.
  • Develop and deliver educational investment and sales-related presentations to CRG.
  • Conduct regular performance evaluations, provide constructive feedback, and recognise top performers.
  • Address and resolve any issues or challenges that arise within the team, ensuring a proactive and solutions-oriented approach.
  • Collaborate with key stakeholders across the firm to facilitate team and channel goals.
  • Support and strategically partner with departmental and channel heads.
  • Prepare Excel and PowerPoint presentations for senior leadership, often on sensitive or confidential matters.

Desirable Attributes

  • Strong leadership, team management, and delegation skills, with a track record of developing and motivating teams.
  • Strong stakeholder management skills with a record of supporting multiple departments and senior leaders in a matrix environment.
  • A strong sense of professional and personal integrity and high ethical standards.
  • Demonstration of initiative, accountability, and a focus on delivering consistent quality work.
  • Excellent written and verbal communication skills, particularly with regards to conveying policy, guidelines, expectations, and responsibility in a clear and compelling manner.

Qualifications

  • Bachelor's degree required. MBA and/or CFA strongly preferred.
  • 5+ years of experience in the Financial Services/Investment industry.
  • A proven track record and history of sales success is preferable.