Senior Associate
Core
Senior Associate supporting Regional Directors in developing new business opportunities and servicing Australia-based clients for Dimensional's Enterprise Group.
Role type
Senior Associate (Business Development & Client Service)
Builds
Portfolio solutions and investment strategies for financial institutions and wealth management firms
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
complex portfolio analysis, articulating investment principles, client education, strategic business growth, project management, quantitative problem-solving
Preferred skills
sales success track record, MBA, CFA
Technologies
Excel, Access
Responsibilities
Articulate complex investment principles and capital market research to financial institutions; Educate clients on portfolio solutions; Develop responses to complex client requests; Mentor associates and analysts; Interact with advisors on practice management; Travel with Regional Directors to build client relationships; Deliver educational investment webinars
Seniority
Senior, hands-on IC
