Associate, Global Client Group (Retirement)

dimensional; Charlotte (NC); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Dimensional is seeking an Associate for the Retirement Distribution team to support business development and client retention nationwide. You will help maintain CRM, prepare materials for meetings, and analyze retirement data, collaborating across internal groups to deliver timely, accurate responses to client inquiries.

The role requires a Bachelor's degree, 2–4 years in financial services, and licenses (SIE, Series 7/63/66) within 12 weeks. Hybrid work and travel may be involved.

Qualifications

• Bachelor's degree and strong academic record.
• 2–4 years in Financial Services industry.
• Able to manage multiple projects with deadlines.
• Excellent verbal and written communication skills.
• Independent, with good time management and initiative.
• Proficient in MS Office; CRM experience advantageous.
• CRM: learn Microsoft Dynamics 365 CRM; licenses required within 12 weeks.
• SIE, Series 7, and Series 63/66 licenses required within 12 weeks.
• This role is not eligible for immigration sponsorship.
• #LI-Hybrid

Responsibilities

• Maintain CRM database with governance in place.
• Learn internal databases and tools for operations.
• Support Regional Directors' day-to-day activities.
• Prepare introductory presentations and portfolio reviews.
• Develop educational and marketing presentations.
• Compile performance data and analytical material.
• Facilitate due diligence requests and RFIs.
• Respond to client inquiries with senior staff oversight.
• Analyze data from internal/external sources for retirement reports.
• Ensure data quality and consistency across systems.
• Collaborate across operations, marketing, compliance, PM, and sales.
• Develop understanding of Dimensional's investment philosophy.
• Build relationships with retirement recordkeepers, broker-dealers, TPAs.
• Understand retirement industry trends and regulatory developments.
• Some travel may be expected.

Skills

CRM experience

Communication

Time management

Initiative

Account management

Education

Bachelor's degree

Tools

Microsoft Dynamics 365 CRM

MS Office

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 Retirement Distribution team is responsible for working with retirement recordkeepers, broker-dealers, third party administrators (TPAs), 529 and ABLE plan administrators and providers, and Health Savings Account (HSA) platforms across the country. Reporting to a Client Service Manager, the Associate will be an integral member of the Retirement Distribution team and will support business development and client retention activities for various national account prospects and clients. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensional's relationships in the Retirement market.

Responsibilities:

• Help maintain CRM database, ensuring data governance practices are in place and upheld
• Establish proficiency with all internal databases and tools
• Support the day-to-day activities of the team's Regional Directors, and provide proactive support to team's Regional Directors in all manner of retirement coverage
• Prepare presentation materials to be used in meetings with prospects and clients. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
• Prepare and develop educational and marketing presentations and other communications
• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries
• Facilitate the completion of due diligence requests, RFIs, and client questionnaires
• Respond and manage client inquiries and provide solutions to ad hoc investment or operational questions with senior staff oversight
• Collect, organize, and analyze data from various internal and external sources and databases, particularly with respect to retirement recordkeeper asset reports and related data sources
• Provide quality control on data to ensure consistency and accuracy
• Collaborate and communicate across internal groups - including operations, reporting, marketing, compliance, portfolio management, research, retirement advisor team, or other sales channels - to obtain or develop responses to inquiries or ad hoc projects, and efficiently communicate findings to senior staff and/or clients
• Develop a deep understanding of Dimensional's investment philosophy and process
• Establish and develop strong relationships with peers at retirement recordkeeper, broker-dealer and TPA firms, providing ongoing client service and support through Dimensional updates, proactive communication, and content management.
• Develop a robust understanding of the retirement industry, recordkeeper and advisory trends and regulatory developments
• Some travel may be expected

Qualifications:

• Bachelor's degree required with a strong academic record
• 2-4 years experience in the Financial Services Industry
• Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work
• Excellent verbal and written communication skills
• Ability to ultimately work independently, to prioritize and exercise time management
• Demonstrate initiative, accountability and focus on quality
• Strong PC skills and proficiency in MS Office applications are essential, with ability to learn programs as needed
• CRM experience preferred; ability to learn and become a subject matter expert on Microsoft Dynamics 365 CRM tool is essential
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses 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, famili