Global Client Group Associate – RIA Focus

Dimensional Fund Advisors

Santa Monica (CA)

Hybrid

USD 81,000 - 118,000

Full time

14 days+

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Job summary

Dimensional Fund Advisors in Santa Monica seeks an Associate for the Global Client Group (Independent Advisor Group). The role supports Regional Directors and RIAs on the west coast, building complex portfolio analyses and presenting investment insights.

You will discuss findings with clients, deliver educational investment webinars, answer ad hoc questions via the Financial Advisor hotline, and help develop marketing materials while expanding knowledge of capital market research.

Qualifications

Bachelor's degree required with a strong academic record.
2–4 years of experience in the Financial Services Industry.
Solid understanding of Dimensional's investment philosophy.
Strong analytical and quantitative problem‑solving skills.
Excellent verbal and written communication and interpersonal skills.
Detail‑oriented; able to work in a team and independently.
Self‑starter capable of managing multiple projects.
Proficient in Excel and Access; ability to learn new programs.
Intention to pursue outside investment‑related education (e.g., MBA, CFA, CFP).
SIE, Series 7, and Series 63/66 licenses required within the first 12 weeks.

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
Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
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