Senior Associate, Global Client Group (National Relationship Group)
Dimensional(1 month ago)
About this role
A Senior Associate on Dimensional’s National Relationship Group, leading relationship management and sales activities with independent RIAs and broker/dealer-affiliated financial advisors. The role supports Regional Directors in business development and client retention, and helps communicate Dimensional’s investment approach to advisors.
Required Skills
- Relationship Management
- Advisor Sales
- Client Education
- Practice Management
- Outbound Calling
- Roadshows
- Webinar Delivery
- Communication
- Problem Solving
- Excel
+1 more
Qualifications
- MBA
- CFA
- CFP
- SIE
- Series 7
- Series 63/66
About Dimensional
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