Current Openings

Dunham & Associates Investment Counsel, Inc. provides innovative mutual funds from a variety of asset class categories that seek to provide steady returns with low volatility. As our Operations Intern, you will assist with the daily processes and procedures of the Operations department, including performing specific daily tasks and aiding other employees within the operations team. You will also handle various short-term projects as needed.

Essential Functions: 

• Assist in the development or maintenance of applications and scripts
• Maintain developed code in revision code repository
• Assist in creation of queries to pull back data from various databases

Education Required:

Bachelor’s degree in progress in Computer Science or Information Systems with at least junior standing, or a technically equivalent undergraduate degree program at an accredited university.

Technical Skills Required:

• Required languages: SSIS, C#
• Other preferred languages: .NET, MVC, HTML
• Database: MS SQL

Other Requirements:

• Must be available at least 15-20 hours per week (hours somewhat flexible)
• Excellent organizational skills with outstanding attention to detail;
• Excellent verbal and written communication skills;
• Ability to multi-task and manage time efficiently.
• Excellent MS Office and computer skills
• Accurate data entry skills

Dunham is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned, registered Broker/Dealer helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

The Developer is responsible for ongoing website and application development, maintenance, database development, and implementation for Dunham applications, including all corporate and customer-facing websites, custom applications, and automated data-movement processes. This is an onsite position in our San Diego office.

Essential Functions:

• Define requirements, develop, and maintain the various Dunham corporate websites with primary focus on Dunham's public website and the Dunham intranet site;
• Define requirements, create, implement, and maintain the database architecture necessary to support the various Dunham applications;
• Define requirements, develop, implement, and maintain automated processes, specifically those that enable the flow of data between applications or to/from external sources;
• Define requirements, implement, and maintain customizations to third-party applications such as the corporate customer relationships management system;
• Assist employees with the support of the corporate IT infrastructure, as requested.

Requirements:

• Bachelor's degree with a major in computer science, information systems, or engineering;
• Minimum of 3-5 years of programming experience in ASP.NET MVC, C#, HTML5, CSS, Javascript, W3C compliance standards;
• Web API integration experience and understanding;
• Experience with IIS, Team Foundation Server (TFS);
• Experience with SQL Server 2012+ writing SQL scripts, stored procedures, table functions;
• Experience with Adobe Creative Suite;
• Thorough understanding of software development techniques, including software development lifecycle;
• Demonstrated ability to model real world processes and requirements into usable applications;
• Proven excellent ability in interpersonal, verbal, and written communication skills with all levels of the organization;
• Demonstrated ability to work effectively in a diverse work group;
• Ability to multi-task and prioritize projects in a fast-paced environment;
• Excellent trouble-shooting and problem-solving skills.

Preferred Experience:

• Experience with creating DTS packages, SSIS, including familiarity with the SQL Server Client Tools;
• Knowledge of cybersecurity best practices;
• Knowledge of Salesforce development;
• Financial services industry experience.

Bring your drive and a great attitude to Dunham & Associates, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity. Additionally, you will be eligible for a base salary and our generous commission program.

As an internal wholesaler, you will be responsible for working with the external wholesaler for your territory with the goal of increasing sales through partnerships with financial advisors. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for achieving goals. This is an onsite position in the San Diego office.

This position has a clearly defined career path, and we will invest the time and resources to train you.

Responsibilities

Some of the duties of the internal wholesaler (Regional Marketing Associate) position include: 

• Working with the external wholesaler to develop and execute an appropriate business plan to maximize territorial sales;
• Establishing and maintaining current and potential client and financial advisor relationships through proactive daily cold calls and occasional webinars;
• Presenting and selling Dunham mutual funds, Dunham’s advisory fee program, and trust services to financial intermediaries;
• Conducting sales presentations to existing and prospective  financial advisors to discuss our investments and services;
• Scheduling Regional Director's appointments to ensure productive sales days;
• Following-up on new leads and referrals resulting from field activity;
• Preparing sales proposals and presentations;
• Identifying and resolving client concerns;
• Participating in marketing events such as trade shows, seminars and telemarketing events;
• Updating and maintaining Client Information System;
• Handling incoming phone calls and requests for information, sales and marketing material, and hypothetical illustrations;
• Other duties and responsibilities as assigned;
• Minimal travel may be required

Requirements

• Bachelor’s degree
• Current FINRA Series 6 or 7 and Series 65 or 66 license preferred. If you are not currently licensed you must pass the Series 6 or 7 and Series 65 or 66 license within 3-6 months of start date;
• At least two years of financial/marketing sales experience;
• Outbound sales cold call experience;
• Computer proficiency in MS Office;
• Salesforce experience preferred;
• Effective verbal and written communication skills to educate and influence sales;
• Prior experience with financial advisor(s) a plus;
• Must be self-motivated and willing to make the extra effort to work and train for a highly rewarding professional career;

Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Thank you!

Human Resources