Global Client Group Analyst — Sales & Relationships

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors in Charlotte, NC seeks an motivated Analyst to learn investment solutions, engage in consultative sales activities, and understand insurance products within the Global Client Group.

You will develop knowledge of Dimensional investment solutions, build relationships with client firms, and support regional directors with reporting, presentations, and client service. Travel may be required.

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.
• Excellent written and verbal communications skills.
• Ability to work in a team or independently.
• SIE, Series 7, and Series 63/66 licenses (or attainment within 8 weeks).
• This role is not eligible for immigration sponsorship.

Responsibilities

• Develop deep understanding of Dimensional investment solutions, advisor services, and insured client base.
• Make proactive outbound sales calls to existing and prospective clients.
• Build relationships with partner firms’ internal wholesalers and provide client service.
• Learn and leverage Dimensional’s analytical, reporting, and CRM tools.
• Support Regional Directors in day-to-day client relationship management and sales/prospecting.
• Utilize CRM and reporting tools to manage territory contacts and activity.
• Collaborate with Marketing to manage fund-related content for insurance clients.
• Generate standard and bespoke reports for institutional clients and service providers.
• Produce presentation materials; some travel may be expected.

Skills

Communication skills

Quantitative problem solving

Teamwork

Self-starter

Education

Bachelor's degree

Tools

MS Excel

MS Word

Licensing: SIE, Series 7, 63/66

Job description

Dimensional Fund Advisors in Charlotte, NC seeks an motivated Analyst to learn investment solutions, engage in consultative sales activities, and understand insurance products within the Global Client Group.

You will develop knowledge of Dimensional investment solutions, build relationships with client firms, and support regional directors with reporting, presentations, and client service. Travel may be required.