Associate, Global Client Group (Bank Trust Group)

Dimensional Fund Advisors LP; Florida; Hybrid; USD 55,000 - 75,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Associate for the Global Client Group to support Advisor clients and prospects through portfolio analysis and client education. You will help develop marketing materials, understand Advisor business practices, and apply capital market research to portfolio management, with some travel.

The role requires a Bachelor's degree, 1-3 years in financial services, and licenses (SIE, Series 7, 63/66) or attainment within 8 weeks.

Qualifications

• Bachelor's degree with a strong academic record.
• 1-3 years’ experience in the Financial Services Industry (including internships).
• Solid understanding of Dimensional's investment philosophy.
• Solid 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, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
• This role is not eligible for immigration sponsorship #LI-Hybrid

Responsibilities

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects.
• Identifying and discussing key findings of portfolio analyses to clients.
• Delivering educational investment related webinars to Advisor clients.
• 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

Skills

Analytical skills

Quantitative problem-solving

Verbal and written communication

Detail-oriented

Self-starter

Teamwork / independent work

Excel

Access

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 Bank Trust channel is responsible for working with bank & trust-based wealth management firms across the country. Our Associates provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses to clients
• Delivering educational investment related webinars to Advisor clients
• 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
• 1-3 years’ experience in the Financial Services Industry (including internships)
• Solid understanding of Dimensional's investment philosophy
• Solid 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, Series 7, and Series 63/66 licenses (or attainment within the first 8 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.

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.

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.