Associate, Global Client Group (Traditional Institutional Group - Consultant Relations)
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.
Within GCG, the Consultant channel is responsible for working with the Investment Consultant community across the globe and partnering with the rest of our sales teams. Our Associates will work closely with Dimensional’s Global Consultant Relations team, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business.
Responsibilities:
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.
Qualifications:
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
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Skills Required
- Bachelor's degree 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
- Detail-oriented, organized, proactive, team-player
- Ability to work in a team environment and independently
- Self-starter capable of completing multiple projects within deadlines
- Excellent written and verbal communication skills
- Strong computer skills (Excel and Word) and ability to learn programs
- Solid quantitative problem-solving skills
- SIE, Series 7, and Series 63/66 licenses (or attainment within first 8 weeks)
Dimensional Fund Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Dimensional Fund Advisors and has not been reviewed or approved by Dimensional Fund Advisors.
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Wellbeing & Lifestyle Benefits — Work–life balance is portrayed as notably strong and is often framed as part of the total package. Feedback suggests lifestyle and culture help offset only average cash levels for many roles.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and HSA/FSA options. An on‑site clinic in Austin and wellness programs are cited as meaningful adds to the overall offering.
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Leave & Time Off Breadth — PTO and holidays are characterized as generous, with parental leave and adoption assistance highlighted as part of the package. Feedback suggests time‑off policies are a consistent bright spot across locations where available.
Dimensional Fund Advisors Insights
What We Do
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.
