CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
The Consultant Relations Regional Director will develop and expand relationships with key decision makers at UK-based investment consulting firms. The individual will work closely with Dimensional's Global Consultant Relations, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business.
Develop, coordinate and implement business development plans for the institutional consultant community
Increase breadth and depth of relevant buy ratings across investment platform
Establish and develop relationships with manager researchers and field consultants who are key influencers
Partner with colleagues responsible for developing institutional business in North America
Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
Lead complex technical investment discussions with a sophisticated audience
Have a strong voice with regards to positioning, communications and customized solutions
Act as an intellectual contributor and a trusted advisor to the consultant community
Mentor and guide less experienced team members
A strong academic background is required; an advanced degree or professional designation such as a CFA, is preferred
7 to 10 years of investment experience, ideally gained from working at an institutional asset manager or a consulting firm; DC experience a plus.
Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
Ability to work independently, to prioritize and exercise time management
Computer and analytical expertise
A strong sense of professional and personal integrity and high ethical standards
Demonstration of initiative, accountability and focus on quality
Commitment to the philosophy and process underlying Dimensional's investment approach
An extensive knowledge of the institutional investment business
Highly motivated to significantly increase depth and breadth of consultant relationships