Senior Associate - Wealth Management (Global Client Group)
Core
Providing relationship management and analytical support to grow existing relationships and develop new business for Dimensional's Canadian Wealth Management group by partnering with financial advisors.
Role type
Senior Associate, Wealth Management
Builds
Investment presentations and client-driven requests for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Analytical skills, quantitative problem-solving, verbal communication, written communication, project management, Excel proficiency, Access proficiency
Preferred skills
MBA, CFA, understanding of advisor industry practices
Responsibilities
Articulating complex investment principles and capital market research to financial advisors, Educating financial advisors on portfolio solutions, Interacting with advisors on practice management issues, Partnering with Senior Relationship Managers to develop relationships with key advisor clients, Developing and delivering complex investment presentations, Developing and facilitating production of client-driven requests
Seniority
Senior, hands-on IC