Analyst, Global Client Group (Financial Institutions Group)

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Cultural celebrations

Job summary

Dimensional Fund Advisors in Charlotte, NC seeks an Analyst within the Global Client Group to learn insurance distribution, engage in consultative sales, and gain knowledge of insurance products.

You will develop client relationships, conduct outbound calls, support regional directors, produce routine reports, and collaborate with marketing on fund content for institutional clients. Travel may be required.

Qualifications

• Bachelor's degree with strong academic performance.
• 1–2 years in financial services; internships count.
• Licenses SIE/Series 7/63/66 required within 12 weeks.

Responsibilities

• Develop deep understanding of investment solutions and client base.
• Make proactive outbound sales calls to strengthen relationships.
• Build relationships with partner firms’ wholesalers and provide client service.
• Learn and use Dimensional’s analytics, reporting, and CRM tools.
• Support Regional Directors in daily relationship management and sales.
• Produce weekly, monthly, and quarterly reports for institutional clients.

Skills

Communication skills

Team player

Excel skills

Self-starter

Licenses: SIE/Series 7/63/66

Education

Bachelor's degree

Tools

CRM software

Reporting tools

Excel & Word

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.

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.

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.