Global Client Relationship Analyst (Hybrid)

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Celebrations of history and growth

Job summary

Dimensional Fund Advisors is seeking an Analyst in the Global Client Group to support relationship management and business development with financial advisors and intermediaries. You will engage prospects, discuss portfolio insights, and assist in creating marketing materials while expanding client relationships and retaining business across channels.

The role emphasizes understanding capital markets, Dimensional’s investment philosophy, and a strong commitment to client service.

Qualifications

• Bachelor's degree with a strong academic record.
• 1–2 years of experience in Financial Services (including internships).
• Solid understanding of Dimensional's investment philosophy.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented and able to work in a team or independently.
• Self-starter capable of managing multiple projects and meeting deadlines.
• Strong computer skills (Excel and Access) with ability to learn programs as needed.
• Intend to pursue outside investment-related education (MBA, CFA, CFP).
• SIE, Series 7, and Series 63/66 licenses required within first 12 weeks of hire.

Responsibilities

• Source opportunities through outbound calls and emails to advisors.
• Collaborate with Regional Directors to identify engagement opportunities with financial advisors.
• Discuss key findings of portfolio analyses with clients.
• Answer the Financial Advisor hotline and provide answers to investment questions.
• Assist in developing investment-related marketing materials and charts.
• Develop a robust understanding of Advisor business practices.
• Develop a deep understanding of capital market research and portfolio management.

Skills

Analytical skills

Quantitative problem-solving

Verbal and written communication

Detail-oriented

Team player and independent

Self-starter and multi-projects

Education

Bachelor's degree

Tools

Excel

Access

Job description

Dimensional Fund Advisors is seeking an Analyst in the Global Client Group to support relationship management and business development with financial advisors and intermediaries. You will engage prospects, discuss portfolio insights, and assist in creating marketing materials while expanding client relationships and retaining business across channels.

The role emphasizes understanding capital markets, Dimensional’s investment philosophy, and a strong commitment to client service.