Analyst / Associate, Global Client Group (Broker Dealer)
Core
Provide relationship management and support to Sales & Client Service teams for wirehouse and full service broker dealer financial advisors, focusing on business development, retention, and client service.
Role type
Associate in Global Client Group (Broker Dealer)
Builds
Investment-related marketing materials, charts, and portfolio analysis findings for financial advisors.
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Analytical skills, quantitative problem-solving, verbal and written communication, Excel, Access, relationship management, project management
Preferred skills
Understanding of Dimensional's investment philosophy, intention to pursue MBA/CFA/CFP
Technologies
Excel, Access
Responsibilities
Source opportunities through outbound calls and emails to advisors; Collaborate with Regional Directors to identify new opportunities; Identify and discuss key findings of portfolio analyses to clients; Answer the Financial Advisor hotline and provide solutions to investment questions; Assist in the initial development of investment related marketing materials and charts.
Seniority
Associate, entry-level (1-2 years experience)