Associate, Global Client Group (Traditional Institutional Group)

Dimensional Fund Advisors; Town of Charlotte (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking candidates for a role in the Global Client Group. You will support Regional Directors and Senior Associates, prepare institutional meeting materials, and compile performance data for client inquiries.

You will maintain CRM data, assist with due diligence requests, and help build marketing lists for conferences. Travel may be required; a Bachelor’s degree and 2+ years in financial services are preferred.

Qualifications

• Bachelor’s degree required with a strong academic record.
• Background or strong interest in the Financial Services Industry.
• 2+ years of work experience in Financial Services or similar field preferred.

Responsibilities

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
• Prepare presentation materials for institutional meetings, including portfolio reviews and follow-up materials.
• Compile performance data, portfolio commentary, and analytical material for client meetings or inquiries.
• Provide quality control for data in client reports and requests.
• Facilitate due diligence requests and client questionnaires.
• Help maintain the CRM database.
• Build marketing lists for institutional luncheons, investment forums and conferences.
• Review and edit RFPs.
• Communicate daily with internal groups (operations, portfolio management, research, legal, compliance, marketing).
• Some travel may be expected.

Skills

Financial services experience

Excel & Word

Strong communication

Detail-oriented

Education

Bachelor’s degree

Tools

CRM software

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 Traditional Institutional Group is responsible for working with large institutional clients, institutional consultants, and insurance clients across the country, including defined benefit and defined contribution plans, foundations, endowments, family offices, and corporations. Our Associates provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our 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:

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates.

• Prepare presentation materials to be used in meetings with institutional clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.

• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.

• Provide quality control for the data included in client reports and requests.

• Facilitate the completion of due diligence requests and client questionnaires.

• Help maintain CRM database.

• Build marketing lists for institutional luncheons, investment forums and conferences.

• Review and edit RFPs.

• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.

• Some travel may be expected.

Qualifications:

• Bachelor’s degree required with a strong academic record

• Background or strong interest in the Financial Services Industry

• 2+ years of work experience in Financial Services or similar field preferred. Asset Management experience a plus

• Detail-oriented, organized, proactive, team-player

• Able to work equally well in a team environment and independently

• Self-starter who is capable of completing multiple projects within set deadlines

• Excellent written and verbal communication skills

• Strong computer skills (Excel and Word) with the ability to learn programs as needed

• Solid quantitative problem-solving skills

• 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.