Analyst/Associate, Global Client Group (National Relationship 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.

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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 National Relationship Group (NRG) team is responsible for working with independent financial advisors (RIAs) across the country. Associates/Analysts 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 to help identify where we can add value and collaborate to provide a better investment experience. With proven success, Associates/Analysts will have the opportunity to work directly with clients and prospects to develop and expand personal and professional relationships. This role will support Regional Directors in business development and client services activities for our financial advisor clients across the Western US States.

Responsibilities:

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses to clients
• Delivering educational investment related webinars to Advisor clients
• Answering the Financial Advisor client service line and providing answers and solutions to ad hoc investment questions and related client service
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Developing a robust understanding of the advisor industry and related business practices
• Some travel may be expected

Qualifications:

• Bachelor's degree required with a strong academic record
• 1-3 years’ experience in the Financial Services Industry (including internships)
• Understanding of Dimensional's investment philosophy
• Proactive desire to learn
• Strong analytical skills
• Strong quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter who can manage multiple projects and meeting deadlines
• Strong computer skills (Excel and Access) with the ability to learn programs as needed
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)

• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment

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