Senior Associate, Global Client Group (Traditional Institutional Group)
Core
Relationship management and business development for large institutional clients, including defined benefit/contribution plans, foundations, endowments, family offices, and corporations.
Role type
Senior Associate, Institutional Sales & Client Services
Builds
Client relationships, investment presentations, and business development pipelines for Dimensional's Traditional Institutional Group
Domain
Asset Management / Institutional Investment
Deliverable
client delivery
Required skills
relationship management, industry research, client needs analysis, investment presentation development, business development, project management, quantitative problem-solving
Preferred skills
MBA, CFA, SIE license, Series 7 license, Series 63/66 license
Technologies
N/A
Responsibilities
Articulate investment philosophy to clients, lead industry-specific research, address client inquiries, propose solutions for new business opportunities, develop business relationships, deliver complex investment presentations, generate business objectives, facilitate client-driven requests, mentor team members, develop institutional industry knowledge
Seniority
Senior, hands-on IC
