Senior Associate, UK Institutional Client Services & Business Development

Dimensional Fund Advisors; London; On-site; GBP 32,000 - 35,000; Full time

Job summary

A leading investment management company is seeking a Senior Associate for their UK Institutional Client Services team in London. The role focuses on business development, client servicing, and building strong relationships with investment consultants and large asset owners. Ideal candidates possess strong analytics, communication skills, and a background in finance. This opportunity promises substantial career growth through mentorship and exposure to a high-caliber team dedicated to client success.

Qualifications

• Strong record in delivering exemplary client service.
• Proven analytical and numeracy skills with high attention to detail.
• Strong written and verbal communication skills.

Responsibilities

• Support Regional Directors with business development for clients.
• Develop and maintain client-facing presentations.
• Manage all aspects of client onboarding and relationship management.

Skills

Client service

Analytical skills

Communication skills

Time management

Presentation skills

Education

Bachelor's Degree in Finance

Investment Management Certificate

Tools

Excel

PowerPoint

Word

Job description

Senior Associate, UK Institutional Client Services & Business Development

Join to apply for the Senior Associate, UK Institutional Client Services & Business Development role at Dimensional Fund Advisors

Senior Associate, UK Institutional Client Services & Business Development

Join to apply for the Senior Associate, UK Institutional Client Services & Business Development role at Dimensional Fund Advisors

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The UK is a strategic area of focus for the firm, and as such, we are growing our team based in London that focuses on Institutions, Consultant Relations, New Client Acquisition and Client Servicing.

We work with large Institutions, Financial Intermediaries, Insurance Companies, Banks and Wealth Managers and by building strong relationships with these organisations, Dimensional is better equipped to understand their investment needs and identify opportunities.

The team use their detailed knowledge of the broader investment industry and Dimensional’s unique investment approach, to provide solutions for prospects and clients across the region.

This is a fantastic opportunity to join a high calibre group of people who demonstrate drive, ambition, and initiative. In return, you will be rewarded with genuine career development opportunities.

The Opportunity

As a Senior Associate within EMEA’s Global Client Group, you would be responsible for supporting activities in business development, relationship management and client servicing.

This is a broad role dedicated to building and maintaining relationships with Investment Consultants, large asset owners and decision makers across DB, DC, Insurance, Discretionary Fund Managers and Wealth Managers (including Family Offices).

You will play an integral role in delivering high quality relationship management, superior query resolution expertise and highly detailed technical investment support. It will be through the application of these tasks and interactions that you will deliver an outstanding Dimensional experience for our clients.

The role reports into the Head of the Client Relationship Group, EMEA, and you’ll be aligned to the team focused on the UK Institutional market and benefit from coaching and mentoring from within the team.

Responsibilities

• Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.
• You will be fully adept at navigating local regulatory, legal and marketing requirements
• Actively empowered to lead on an agreed group of organisations and implement a proactive outreach strategy.
• Attend and/or lead appropriate meetings with clients and prospects.
• Develop and maintain client facing presentations and many other aspects of business development.
• Assist in procurement activities through Requests for Information, Requests for Proposals or Due Diligence Questionnaires.
• You will interact with Legal, Compliance, Marketing, Investments, Trading, Operations and Portfolio Analytics teams regularly.
• Strong articulation of Dimensional’s investment approach and how this benefits clients.
• Maintain up-to-date knowledge of our investment strategies, including opportunities to customise this for segregated accounts.
• Manage all aspects of Client onboarding, Transition Management and changes/updates to investment guidelines or legal agreements.
• Maintain client and prospect information in Dimensional's CRM system by accurately and timely recording of activities.
• Foster and leverage relationships with new colleagues and our other DFA offices.

Qualifications

• Bachelor's Degree, or equivalent, in Finance, Business, Economics or related field preferred.
• Demonstrate a strong record in delivering exemplary client service.
• Proven analytical and numeracy skills with a high attention to detail.
• Excellent time management, prioritisation skills, resourceful and analytical.
• Strong written and verbal communication skills.
• Ability to work effectively in a fast-paced environment and to tight deadlines.
• Confident self-starter capable of managing multiple projects.
• Strong computer skills with proficiency in Excel, PowerPoint and Word.
• Hold, or complete the Investment Management Certificate by the end of probation (6 months).

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Other

• Industries

  Investment Management

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