Retirement Distribution Associate – Global Client Group

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

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.