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At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives. For more information about Dimensional and our current opportunities, please visit our Careers site . Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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📍 United States

💸 155000.0 - 185000.0 USD per year

  • Strong foundational knowledge of investments, capital markets, and asset allocation theory
  • Excellent business development skills
  • Client-centric approach
  • SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment.
  • Sales activities and management of clients within a territory.
  • Develop new client relationships as well as retain and develop existing relationships.
  • Present Dimensional’s investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions.
  • Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team.
  • Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
  • Increase revenues, AUM and new clients within the territory through the growth of Dimensional’s product suite.

LeadershipBusiness DevelopmentBusiness OperationsCommunication SkillsAnalytical SkillsCustomer serviceExcellent communication skillsAccount ManagementClient relationship managementRelationship managementSales experienceTeam managementFinancial analysis

Posted about 5 hours ago
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