Associate, Global Client Group (Retirement Group)

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

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• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

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 relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. 

Our Retirement and Insurance Distribution team is responsible for working with insurance companies, retirement providers and financial advisors across the country. Reporting to a Client Service Manager, the Associate will be an integral member of the Retirement and Insurance Distribution relationship management team and will support business development and client retention activities for various prospects and clients. With proven success, the Associate will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensional's client relationships.

Responsibilities:

• Maintain CRM tool, ensuring data governance practices are in place and upheld
• Develop and prepare marketing and educational investment presentations for current and prospective clients
• Collaborate across departments – including, Portfolio Management, Research, Investment Analytics & Data, Asset Class Specialists, and Consultant Relations – to develop responses to inquiries and efficiently communicate findings to clients and senior staff
• Respond and manage client inquiries and provide solutions to ad hoc investment questions with senior staff oversight
• Collect, organize, and analyze data from various internal and external sources and databases
• Collaborate with team Associates to manage and complete RFI and DDQ reporting process, ensuring quality and uniformed responses
• Provide quality control on data to ensure consistency and accuracy
• Contribute to business development activities by researching media sources and databases
• Develop a robust understanding of Dimensional’s investment philosophy and process
• Seek opportunities for professional growth; mentor others by sharing expertise and experiences
• Some travel may be expected

Qualifications:

• Bachelor's degree with a strong academic record
• 2-4 years of experience in the Financial Services Industry
• Excellent verbal and written communication skills
• Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work
• Work independently, prioritize, stay organized, and exercise time management
• Demonstration of initiative and accountability
• Maintain a strong sense of professional and personal integrity
• Heavy CRM experience preferred; ability to learn and become a subject matter expert on Microsoft Dynamics 365 CRM tool is essential
• Strong PC skills and proficiency in MS Office applications are essential
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment

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It is the policy of the Company to provide equal opportunity for all employees and applicants.  The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.