Apply on Employer Site

Dimensional Fund Advisors · 4 months ago

Senior Associate, Global Client Group (Independent Advisor Group)

Santa Monica

Full-time

Hybrid

Mid, Senior Level

$95K/yr - $140K/yr

5+ years exp

Dimensional Fund Advisors is a leading investment firm that aims to transform the way the world invests. The Senior Associate role in the Global Client Group focuses on supporting business development and client service activities for financial advisors, particularly in the Independent Advisor Group on the West Coast.

Financial Services

H1B Sponsor Likely

Responsibilities

Articulating complex investment principles and capital market research to financial advisors

Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do

Interacting with advisors on practice management related issues

Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients

Developing and delivering complex and educational investment presentations to financial advisors

Developing and facilitating the production of complex client driven requests among a team of Associates

Developing a robust understanding of the advisor industry and related business practices

Qualification

Financial Services experienceCFA certificationAnalytical skillsExcel proficiencyCommunication skillsAccess proficiencyProactive learnerDetail-orientedTeamworkSelf-starterProblem-solving skills

Required

Bachelors degree required

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 Access) with the ability to learn programs as needed

SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment

Preferred

MBA and/or CFA strongly preferred

Benefits

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.

Company

Dimensional Fund Advisors

Glassdoor3.8

Dimensional Fund Advisors is a company that provides asset management services.

Founded in 1981

Austin, Texas, USA

1001-5000 employees

https://us.dimensional.com

H1B Sponsorship

Dimensional Fund Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (39)

2024 (18)

2023 (35)

2022 (22)

2021 (23)

2020 (31)