Associate, Global Client Group - UK Intermediated (Advisors)

Notes to applicants:

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Job Description:

Job Description – Associate, Global Client Group

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising of 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 Sales channels are responsible for working with professional investors across the EMEA region, including Financial Advisors, Institutional Organisations and Wealth Management segments.

We are looking for an Associate to join the team to provide client service, relationship management, lead generation and analytical support to the Regional Directors across the UK Financial Advisor channel. They will gain an understanding of clients’ evolving needs, identify where Dimensional can add value and collaborate to provide a better investment experience. Upon successful onboarding they will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Key Responsibilities 

• This role is ideally suited to an individual who enjoys the pursuit of new client acquisitions as well as developing and deepening existing relationships
• Success in the role will require the candidate to acquire a deep understanding of Dimensional’s business processes, investment philosophy and approach, and effectively articulate this to clients
• Develop a robust understanding of the Financial Advice industry and related business practices
• Work autonomously to provide critical support in the form of meeting preparation and follow up
• 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
• Maintain our CRM system to effectively monitor and report on all client engagements and activities
• Own the project management of key sales efforts that includes (but not limited to) RFP, RFI, Onboarding and Account Opening
• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing
• Seek opportunities for professional growth; mentor others by sharing expertise and experiences

Qualifications, Experience and Characteristics Suitable for the Role

• Bachelor’s degree or equivalent preferred
• Experience working in a client support/relationship management capacity within investment management or at a Financial Advisory firm
• Strong analytical skills and quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented with capability of managing multiple projects and meeting deadlines
• Intellectual curiosity with desire for self-improvement
• Strong computer skills with the ability to learn additional technical applications as needed
• Able to work equally well in a team environment and independently
• Self-starter who can complete multiple projects within set deadlines
• Either currently holds or can complete IMC certification within 6 months of joining

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