Analyst, Global Client Group (Financial Institutions Group)

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Dimensional Fund Advisors seeks a motivated Analyst for the Global Client Group in Charlotte to learn Dimensional’s investment solutions, support insurance client relationships, and participate in consultative sales activities.

You will develop product knowledge, build client relationships, and generate reports while collaborating with regional directors and marketing. This role emphasizes teamwork, drive, and strong communication abilities.

Qualifications

• Bachelor's degree with a 3.0 GPA or higher.
• 1–2 years of experience in the Financial Services Industry (including internships).
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required within the first 12 weeks of hire.
• Able to work equally well in a team environment and independently.
• Excellent written and verbal communications skills.

Responsibilities

• Develop deep understanding of Dimensional investment solutions, advisor services, and strategic insurance client base.
• Make proactive outbound sales calls to existing and prospective clients to strengthen relationships and create opportunities.
• Build strong relationships with partner firms’ internal wholesalers, providing ongoing client service and support.
• Learn and leverage Dimensional’s suite of analytical, reporting, and relationship management tools.
• Support Dimensional Regional Directors in day-to-day client relationship management and sales/prospecting.

Skills

Communication skills

Teamwork

Excel

Word

CRM tools

Reporting tools

Education

Bachelor's degree

Tools

CRM tools

Reporting tools

Job description

Job Description:

The Global Client Group (GCG) is Dimensional's distribution arm, comprised 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 testament to the value provided to our clients. Our Financial Institutions Group (FIG) is responsible for managing national home office relationships with large financial conglomerates across the country. Within FIG, the Insurance channel employs a specific focus on strategic insurance relationships and distribution partnerships. A highly motivated individual Analyst on the team will have the opportunity to learn about Dimensional’s investment solutions, participate in consultative sales activities, and gain a deep understanding of insurance products and the distribution business.

Responsibilities:

• Develop deep understanding of Dimensional investment solutions, advisor services, and strategic insurance client base
• Make proactive outbound sales calls to existing and prospective clients to strengthen and establish relationships and create opportunities
• Build strong relationships with partner firms’ internal wholesalers, providing ongoing client service and support through Dimensional updates, training, and content management
• Learn and leverage Dimensional’s suite of analytical, reporting, and relationship management tools
• Support and work closely with Dimensional Regional Directors in day-to-day client relationship management and sales/prospecting
• Utilize CRM and reporting tools to manage territory contacts and related sales activity and metrics
• Work closely with Dimensional’s Marketing department to manage all fund-related content specific to each insurance client, including performance reporting
• Generate a large volume of standard and custom weekly, monthly and quarterly reports to institutional clients, consultants and service providers
• Produce standard and bespoke presentation materials
• Some travel may be expected

Qualifications:

• Bachelor's degree with a 3.0 GPA or higher
• 1-2 years of experience in the Financial Services Industry (including internships)
• Background in financial services, insurance industry background a plus
• Able to work equally well in a team environment and independently
• Excellent written and verbal communications skills
• Self-starter that is results driven to reach set activity goals on behalf of self and team
• Strong computer skills (Excel and Word) with the ability to learn programs as needed
• Solid quantitative problem-solving skills
• 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.

Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.