Charlotte, North Carolina, United States · Hybrid
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Skills: Relationship Management, Analytical Support, Presentation Preparation, Performance Data Analysis, CRM Database Management
Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
$19/hr–$21/hr
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Skills: Customer Service, Retail Sales, Inventory Management, Basic Arithmetic, Computer Literacy
Austin, Texas, United States · On-site
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Austin, Texas, United States · Hybrid
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Austin, Texas, United States · On-site
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Charlotte, North Carolina, United States · Hybrid
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Skills: Relationship Management, Analytical Support, Presentation Preparation, Data Quality Control, CRM Database Management
Total Wireless - Growth WirelessAustin, Texas, United States · On-site
$10/hr–$15/hr
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
Your Impact at Lowe's As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent role for…
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Austin, Texas, United States · Hybrid
$69k–$95k/yr
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Total Wireless - Growth WirelessAustin, Texas, United States · On-site
$10/hr–$15/hr
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Austin, Texas, United States · On-site
$17/hr–$21/hr
Salary Range $17.90 - $22.39* Job Description: WHO WE ARE: A New York landmark since 1901, Bergdorf Goodman represents the global pinnacle of style, service and modern luxury. With its rich history of showcasing leading …
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Austin, Texas, United States · On-site
$48k–$57k/yr
Store Manager At WhiteWater Express, we are more than just a car wash; we are a company built on respect, communication, and a passion for people. Our dedicated team members are leaders within the company, and we bel…
Skills: Leadership, Sales Acumen, Coaching, Conflict Resolution, Microsoft Office Suite
Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
Job DetailsJob Location: ATX Mercedes Benz of Austin - Austin, TX 78752Position Type: Full TimeWe are seeking a highly organized and motivated Sales Assistant to support our Mercedes-Benz Sales Team. In this role, you wi…
Skills: CRM Software, Customer Service, Administrative Support, Interpersonal Communication, Multitasking
Austin, Texas, United States · On-site
$55k–$65k/yr
Based in Orlando, Florida, Massey Services is one of the nation’s largest and most respected service companies, with a history of providing quality service for more than three decades. Celebrating consecutive years of pr…
Skills: B2B Sales, New Business Development, Customer Service, Account Management, Consultative Selling
New York, New York, United States · On-site
$92k–$178k/yr
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Skills: Business Development, Partnership Management, Go-To-Market Strategy, Account Planning, C-level Relationship Management
Charlotte, North Carolina, United States • Hybrid
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Provide relationship management and analytical support to Sales and Client Service teams to assist in business development and client retention. Responsibilities include preparing presentation materials, compiling performance data, and facilitating due diligence requests for institutional clients.
Requires a bachelor's degree and a strong interest in financial services, with 2+ years of experience preferred. Candidates must possess strong quantitative skills and obtain SIE, Series 7, and Series 63/66 licenses within eight weeks of hire.
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 Traditional Institutional Group is responsible for working with large institutional clients, institutional consultants, and insurance clients across the country, including defined benefit and defined contribution plans, foundations, endowments, family offices, and corporations. Our Associates provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. 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. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.
Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
Prepare presentation materials to be used in meetings with institutional clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
Provide quality control for the data included in client reports and requests.
Facilitate the completion of due diligence requests and client questionnaires.
Help maintain CRM database.
Build marketing lists for institutional luncheons, investment forums and conferences.
Review and edit RFPs.
Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.
Some travel may be expected.
Bachelor's degree required with a strong academic record
Background or strong interest in the Financial Services Industry
2+ years of work experience in Financial Services or similar field preferred. Asset Management experience a plus
Detail-oriented, organized, proactive, team-player
Able to work equally well in a team environment and independently
Self-starter who is capable of completing multiple projects within set deadlines
Excellent written and verbal communication skills
Strong computer skills (Excel and Word) with the ability to learn programs as needed
Solid quantitative problem-solving skills
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
This role is not eligible for immigration sponsorship.
#LI-Hybrid
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.
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.
Going beyond indexing since 1981.
Dimensional has been implementing the great ideas in financial science since 1981. Our firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise pursuing outperformance over benchmarks and peers while maintaining low costs and diversification. Dimensional’s founders launched some of the first index funds in the 1970s. In the 1980s they broke new ground pioneering factor investing, starting the firm with the belief that investors could do better than indexing through a research-backed approach using up-to-date information on what can improve returns. We believe this can lead to better outcomes for investors than active stock-picking or passive indexing. Our commitment to research, rigor, and the pursuit of truth has helped transform the industry toward more transparent, data-driven solutions. That commitment continues to propel Dimensional forward today. Dimensional is headquartered in Austin, Texas, and has more than 1,500 employees in offices around the world. The firm offers a full suite of regional and global equity and fixed income solutions. As of March 31, 2026, Dimensional and its affiliates managed $969 billion for investors worldwide. __ Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. *“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Important Disclosure: www.dimensional.com/social-media-terms-and-conditions
Offices: 6300 Bee Cave Road, Building One, Austin, TX 78746, US · 1299 Ocean Avenue, Santa Monica, CA 90401, US · 20 Triton Street, London, NW1 3BF, GB · Level 43, 1 Macquarie Place, Sydney, NSW 2000, AU · 1500 West Georgia Street, Suite 1520, Vancouver, BC V6G 2Z6, CA
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