Analyst / Associate, Global Client Group (Broker Dealer)

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Celebrations of history and growth

Job summary

Dimensional Fund Advisors is seeking an Analyst in the Global Client Group to support relationship management and business development with financial advisors and intermediaries. You will engage prospects, discuss portfolio insights, and assist in creating marketing materials while expanding client relationships and retaining business across channels.

The role emphasizes understanding capital markets, Dimensional’s investment philosophy, and a strong commitment to client service.

Qualifications

• Bachelor's degree with a strong academic record.
• 1–2 years of experience in Financial Services (including internships).
• Solid understanding of Dimensional's investment philosophy.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented and able to work in a team or independently.
• Self-starter capable of managing multiple projects and meeting deadlines.
• Strong computer skills (Excel and Access) with ability to learn programs as needed.
• Intend to pursue outside investment-related education (MBA, CFA, CFP).
• SIE, Series 7, and Series 63/66 licenses required within first 12 weeks of hire.

Responsibilities

• Source opportunities through outbound calls and emails to advisors.
• Collaborate with Regional Directors to identify engagement opportunities with financial advisors.
• Discuss key findings of portfolio analyses with clients.
• Answer the Financial Advisor hotline and provide answers to investment questions.
• Assist in developing investment-related marketing materials and charts.
• Develop a robust understanding of Advisor business practices.
• Develop a deep understanding of capital market research and portfolio management.

Skills

Analytical skills

Quantitative problem-solving

Verbal and written communication

Detail-oriented

Team player and independent

Self-starter and multi-projects

Education

Bachelor's degree

Tools

Excel

Access

Job description

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 Broker-Dealer Advisor channel is responsible for working with wirehouse and full service broker dealer financial advisors across the country. Our Analysts provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. With proven success, Analysts will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

• Source opportunities through outbound calls and emails to advisors
• Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
• Identifying and discussing key findings of portfolio analyses to clients
• Answering the Financial Advisor hotline 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
• Some travel may be expected

Qualifications:

• Bachelor's degree required with a strong academic record
• 1-2 years of experience in the Financial Services Industry (including internships)
• Solid understanding of Dimensional's investment philosophy
• Strong analytical skills
• Solid 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 is capable of managing 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

This role is not eligible for immigration sponsorship. #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.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

For more information about Dimensional and our current opportunities, please visit our Careers site.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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.