Senior Associate, Global Client Group
vor 1 Woche
Job Description : The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business as well as managing current relationships with our global clients. Senior Associates provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and / or SMA offerings. Responsibilities Articulating complex investment principles and capital market research to financial advisors, brokers, head offices. Educating investors on why and how our portfolio solutions are constructed and work the way they do. Interacting with advisors on practice management related issues. Partnering with Regional Directors to develop strong business and personal relationships with key clients and pre-clients. Developing and delivering complex and educational investment presentations to clients and pre-clients. Developing and facilitating the production of complex client driven requests among a team of Associates and Analysts. Developing a robust understanding of the advisor industry and related business practices. Qualifications MBA and / or CFA preferred 5+ years of experience in the Financial Services / Investment Management industry Strong analytical skills and quantitative problem-solving skills Excellent verbal and written communication and interpersonal skills Detail-oriented with capability of managing multiple projects and meeting deadlines Intellectual curiosity with desire for self-improvement Able to work equally well in a team environment and independently Strong computer skills (Excel and Access) with the ability to learn additional technical applications as needed 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. #J-18808-Ljbffr
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Associate - Transactional Practice Group (Funds)
Vor 4 Tagen
Council of the City of Sydney, Österreich B&M Global Services Manila VollzeitAssociate – Transactional Practice Group (Funds) Join B&M Global Services Manila as a Funds Associate. This role sits within our broader Transactional Practice Group in Sydney and offers 3‑4 years of Post‑Qualified Equity (PQE) experience. You will be working with Leo Vellis, a partner in the Funds Transaction Group, as well as other senior partners in...
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Associate/Senior Associate Client Coverage
vor 2 Wochen
Council of the City of Sydney, Österreich Commonwealth Bank VollzeitAssociate/Senior Associate Client Coverage Join to apply for the Associate/Senior Associate Client Coverage role at Commonwealth Bank Location: Sydney, New South Wales, Australia Seniority Level: Associate Employment Type: Full-time Job Function: Other About the Role At CommBank, the Institutional Client Coverage (ICC) team supports clients in the NBFI and...
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Associate, Major Client Group
vor 4 Wochen
Council of the City of Sydney, Österreich Commonwealth Bank VollzeitAssociate, Major Client Group (Sydney CBD) Join to apply for the Associate, Major Client Group (Sydney CBD) role at Commonwealth Bank . About Us The Major Client Group (MCG) serves over 1,000 large businesses across Australia. Our Property segment works with clients with debt > $100m and our Diversified segment with revenue > $150m. In Property, we support...
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Council of the City of Sydney, Österreich Macquarie Group VollzeitSenior Associate/Executive | Group Treasury Operations Join to apply for the Senior Associate/Executive | Group Treasury Operations role at Macquarie Group. Join the Group Treasury Operations team within the wider global Corporate Operations Group as part of a high-performing and collaborative team responsible for managing the global Funding, Nostro &...
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Associate, Major Client Group
vor 4 Wochen
Council of the City of Sydney, Österreich Commonwealth Bank VollzeitAssociate, Major Client Group (Sydney CBD) Join to apply for the Associate, Major Client Group (Sydney CBD) role at Commonwealth
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Senior Associate, Global Client Growth
vor 1 Woche
Council of the City of Sydney, Österreich Dimensional Fund Advisors VollzeitA leading investment management firm in Australia is seeking a Senior Associate to provide relationship management and analytical support for client growth. The ideal candidate will have an MBA/CFA, over 5 years of experience in financial services, and strong communication skills. Responsibilities include educating clients and developing complex investment...
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Associate, Major Client Group
vor 3 Wochen
Council of the City of Sydney, Österreich CommBank VollzeitAssociate, Major Client Group (Sydney CBD) Commonwealth Bank of Australia, Sydney, Australia Ambitious? We want to hear from you. We invest in your professional development. Together, we deliver sustainable business growth for our clients. About Us The Major Client Group (MCG) serves over 1,000 large businesses across Australia. Our Property segment works...
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Global Futures Client Solutions Associate
vor 2 Wochen
Council of the City of Sydney, Österreich Macquarie Group VollzeitA leading global financial services group in Sydney seeks an entry-level professional to coordinate client operations across various platforms. You will be part of a supportive team, working closely with sales and technology to ensure a seamless client experience. Ideal candidates have over 2 years in client support, strong Excel skills, and a focus on...
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Associate, Client Relationship Management
vor 5 Stunden
Council of the City of Sydney, Österreich Brookfield VollzeitAssociate, Client Relationship Management page is loaded## Associate, Client Relationship Managementlocations: Sydney, New South Walestime type: Full timeposted on: Posted Todayjob requisition id: R **Location**Sydney - 10 Carrington Street, Level 21**Business - Global Client Group**Brookfield is one of the world’s largest alternative asset managers,...
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Council of the City of Sydney, Österreich B&M Global Services Manila VollzeitA global law firm in Sydney is seeking a Funds Associate to join the Transactional Practice Group. The ideal candidate should have 2-7 years of experience in funds-related work, strong analytical and communication skills, and a client-service focus. This role involves assisting funds with capital raising, M&A transactions, and providing regulatory advice....
