Senior Associate, Global Client Group

3 weeks ago

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

Notes to applicants:

  • Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. 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. GCG is responsible for developing new business relationships, as well as managing current relationships with our global clients. GCG are a group of business development and client service professionals working closely together to build strong relationships with the largest and most sophisticated asset owners in the country. We take the time to gain an understanding of clients' evolving needs, identify where we can add value and collaborate to provide a better investment experience.

The Role:

Our Financial Institutions Group (FIG) channel is responsible for working with head-offices and wealth management firms across the country. This Senior Associate role will support Regional Directors with the development of new business opportunities and service Australia based clients, with a particular focus on strategic head office relationships as well as adviser relationships connected to those financial institutions. This is a unique opportunity for an enthusiastic and ambitious individual to join a collaborative, high calibre and growing team in an organisation that has a strong track recording of promoting from within.

Responsibilities:

  • Develop and deliver complex and educational investment presentations to financial institutions.
  • Develop and facilitate the production of complex client driven requests among a team of Associates and Analysts.
  • Travel with Regional Directors and develop strong business and personal relationships with prospective clients.
  • Articulate complex investment principles and capital market research to financial institutions.
  • Educate clients and prospects on why and how our portfolio solutions are constructed and work the way they do.

Desirable experience and attributes:

  • Investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity.
  • Demonstrable strategic thought in growing the financial institutions group business.
  • A strong sense of professional and personal integrity and high ethical standards.
  • Demonstration of initiative, accountability, and a focus on delivering consistent quality work.
  • Commitment to the philosophy and process underlying Dimensional's investment approach.
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner.
  • Good knowledge of the institutional investment business.
  • Ability to prioritise and exercise time management skills.
  • A strong academic background is preferred.
  • A proven track record and history of sales success is preferable.

Qualifications:

  • Bachelor's degree required. MBA and/or CFA strongly preferred.
  • 5+ years of experience in the Financial Services/Investment industry.
  • Proactive desire to learn.
  • 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 PowerPoint) with the ability to learn programs as needed.

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.

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