Analyst/Associate, Client Communities

CFA Institute; Austin (TX); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Dimensional Fund Advisors seeks a Communities Associate to support client relationship management, events, and data analytics for US communities. The role collaborates with Regional Directors and Senior Associates to assist with client service, business development, and event planning across the US.

As part of the Communities & Sales teams, you will build cross-functional connections, maintain documentation, and help drive engagement with clients and prospects while supporting the growth of

Qualifications

• Bachelor’s degree required with a strong academic record.
• 1–3 years’ experience in Financial Services (incl. internships).
• Understanding of Dimensional’s investment philosophy.
• Strong analytical, quantitative, qualitative, verbal, and written communication skills.
• Outstanding interpersonal skills; empathetic and perceptive.
• Impeccable attention to detail and time management.
• Able to work well in a team and independently.
• Licensing in process (SIE, Series 7, Series 63/66) or intent to pursue.

Responsibilities

• Develop and fine-tune systems and processes for team efficiency.
• Manage Communities inbox and field questions and ad-hoc requests.
• Enter CRM data, maintain CRM database, ensure data integrity.
• Prepare regular reports and insights for meetings and events.
• Research, qualify, and assemble marketing lists for webcasts and events.
• Manage waitlists and group interest with regular updates.
• Support annual client surveys across Dimensional Communities.
• Coordinate with internal teams (events, analytics, research, marketing).
• Travel may be required.

Skills

Analytical skills

Quantitative skills

Qualitative skills

Verbal communication

Written communication

Interpersonal skills

Attention to detail

Time management

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Word

Job description

Job Description:

Communities: Driving business growth

The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to more people.

A Dimensional Community can be a group, gathering, or experience curated to include clients and/or prospective clients with shared business models, roles, areas of specialization, or career stages.

Communities Associate: A hands-on role with opportunity to grow

Associates provide Communities management, individual client relationship management, and analytical/operational support to the Communities & Sales Regional Director teams in business development and retention activities for our clients.

This role will support Regional Directors and Senior Associates with client service, business development, and event planning for client communities across the US.

With proven success, Associates will have the opportunity to work directly with clients, prospects, and teams across Dimensional to develop and expand personal and professional relationships.

Top talent from all walks of life

As part of Client Communities, you’ll join a team that seeks to uncover different perspectives and works to actively draw out diversity of thought-both within our team and in the communities that we lead. To us, success means:

• Investing in others’ success and making others feel valued
• Being a thinker and a doer, setting the bar high
• Bringing creativity, ingenuity, and your unique perspective

RESPONSIBILITIES:

Team Operations and Analytics

• Develop and fine-tune systems and processes to streamline our work and make it better
• Manage the Communities inbox, promptly fielding questions, queries, and ad-hoc requests
• Enter CRM data, maintain CRM database, and ensure data integrity across all communities
• Assemble regular reporting and insights in preparation for meetings, events, or in response to inquiries: portfolio and investment data, analytical and qualitative intel
• Research, qualify, and assemble marketing lists for webcasts, events, etc. and manage RSVPs
• Manage Communities waitlists and new group interest, providing regular status reports
• Drive and execute annual client survey across Dimensional Communities

Communities

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates
• Act as a process lead through planning, preparing, and following up on in person and virtual group meetings
• Maintain detailed, up-to-date documentation of groups, individual participants, events, agendas, surveys, materials, communications, and notes
• Build relationships and coordinate closely with internal teams including: events, business analytics, broadcast, portfolio management, research, legal, compliance and marketing
• Some travel may be expected

Investment, Industry, and Business Expertise

• Develop a deep understanding of capital market research and application to portfolio management; as well as the industry and related business practices
• Serve on a regular rotation with peers across GCG business channels to answer the Financial Advisor client service line, providing answers and solutions to ad hoc investment questions and related client service
• Advance towards presenting Dimensional Updates to communities, communicating complex investment principles, research, and product developments
• Advance towards presenting Communities and business insights to clients and other audiences
• Advance towards co-hosting live and recorded studio webinars on various topics

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
• Strong analytical, quantitative, qualitative, verbal, and written communication skills
• Outstanding interpersonal skills; keenly perceptive with off-the-charts empathy
• Impeccable attention to detail
• Able to work equally well in a team environment and independently
• Excellent time management and prioritization skills, capable of managing multiple projects
• Values and purpose-driven, with high ethical standards, professional and personal integrity
• Demonstrated initiative, accountability, and a focus on consistently delivering quality work
• Strong computer skills (Excel, Word, PowerPoint) with the ability to learn software as needed
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 12 weeks of hire as a condition of employment)
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP) as you progress in your career a plus

#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.