Regional Director – Business Development – Financial Adviser Services ( Investment Management ) recruitment
Dimensional is an independently-owned company whose primary business is investment management. This gives the firm flexibility to address clients’ investment needs in creative and powerful ways. Dimensional was founded in 1981 on a set of ideas that revolutionised financial economics: it is possible to add value without trying to pick stocks or bonds or outguess the market. In markets where securities are freely traded, their prices are almost always fairly valued which provides an opportunity for investors to benefit from the natural relationship that exists between risk and return. By systematically focusing on the dimensions of risk that are worth taking—and avoiding those that are not—Dimensional’s strategies are designed to deliver higher expected returns. Implementation is critical. Keeping costs low will increase net returns. Value can be added through the use of cutting-edge portfolio management and trading techniques.
Position:
The objective of this role, which reports to the Head of Dimensional’s Financial Adviser business, is to help broaden and deepen the company’s relationships within the fee-based financial adviser community, by using a consultative sales and service process. The primary function will be educating financial adviser prospects and clients on Modern Portfolio Theory, Dimensional’s investment philosophy, and adviser best practices. The best candidate will be one who can communicate complex ideas effectively and enjoys developing strong relationships with clients.
Responsibilities:
• Handle direct client interaction as directed by the Head of Financial Adviser Services
• Assist advisers in developing their understanding of capital market research and of its application to portfolio management
• Construct portfolio analysis and regression analysis presentations for financial adviser clients
• Train financial advisers in asset allocation and portfolio construction using proprietary software
• Consult with advisers on practice management issues
Qualifications:
• MBA, or equivalent qualification and/or experience (e.g. CFA)
• 10-15 years financial services / investment experience
• Business Development focus and experience
• Client and Marketing expertise
• Proactive desire to learn
• Strong analytical skills and quantitative problem-solving skills
• Excellent communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter who is capable of managing multiple projects and meeting deadlines
• Strong computer skills with the ability to learn programs as needed
Due to the number of applications we receive, we will only be able to respond to successful applicants.
Dimensional is committed to equal opportunities for all employees and job applicants. Employment with Dimensional is conditional upon evidence of your entitlement to work in the United Kingdom and successful completion of the Company’s background checking process.