Associate, Global Client Group (Retirement)

Dimensional Fund Advisors; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Job summary

Dimensional Fund Advisors is seeking an Associate for the Retirement Distribution team within Global Client Group. The role focuses on supporting business development and client retention for retirement recordkeepers, broker-dealers, TPAs, 529/ABLE plans, and HSA platforms across the country.

You will help maintain CRM data, prepare materials for client meetings, and analyze performance data to respond to inquiries.

Qualifications

• Bachelor's degree required with a strong academic record.
• 2-4 years experience in the Financial Services Industry.
• Excellent verbal and written communication skills.
• Ability to work independently, to prioritize and exercise time management.
• 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.

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
• 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
• Provide quality control on data to ensure consistency and accuracy
• Collaborate and communicate across internal groups to obtain or develop responses to inquiries or ad hoc projects
• 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
• Develop a robust understanding of the retirement industry, recordkeeper and advisory trends and regulatory developments

Skills

Verbal communication

Written communication

MS Office

CRM experience

Data analysis

Time management

Education

Bachelor's degree

Tools

Microsoft Dynamics 365 CRM

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

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

Benefits & Programs

• 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.

Work Arrangement

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.

Diversity and Inclusion

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 offences, 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.

Company Overview

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. 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.