Notes to applicants:
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Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
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Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
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Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
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If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.
Reporting to the Head of Financial Institutions and supported by the Client Relationship Group, the Regional Director, Consultants, is responsible for working with both advisory consultants and research houses and partnering with the rest of our sales teams to develop new opportunities with consultants; maintain existing relationships with consultants and research houses; and improve fund ratings. The individual will work closely with each of Dimensional Australia’s sales channels; the Global Consultant Relations Team as well as with Dimensional’s, Research, Portfolio Management and Trading teams to help win and retain business and improve ratings.
Responsibilities
- Establish and develop relationships with advisory consultants and research houses.
- Develop, coordinate, and implement business development plans for the advisory consultant community and research houses.
- In time, create deep partnerships with advisory consultants to elevate Dimensional’s standing in the advisory consultant community.
- Work with advisory focused sales channels in a collaborative manner to create and close opportunities and manage risks with existing clients and new prospects.
- Maintain and/or increase Dimensional ratings with research houses and successfully have rated newly launched funds.
- Provide constructive feedback on strategies and trends to the executive, sales and investment management teams.
- Lead complex technical investment discussions with a sophisticated audience.
- Develop an effective level of knowledge with regards to the workings of advice and Dimensional’s offering to advisors.
- Have a strong voice with regards to positioning, communications and innovative solutions.
- Act as an intellectual contributor and a trusted advisor to the consultant and research house community.
- Mentor and guide less experienced team members.
Qualifications
- Bachelor’s Degree required; MBA or CFA preferred.
- At least 5 years of sales experience, ideally gained from working at an asset manager, consulting firm (institutional or advisory) or research house.
- Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner.
- Practical knowledge of the consultant, research house and advice business in Australia.
- Ability to work in a team-based environment, managing competing priorities in a high paced and complex sales role.
- Commitment to the philosophy and process underlying Dimensional’s investment approach
- Highly motivated to significantly increase depth and breadth of consultant and research house relationships.
- Solid technology and analytical expertise.
- A strong sense of professional and personal integrity and high ethical standards.
- Demonstration of initiative, accountability and focus on quality.
- A proven track record and history of success.
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.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
