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Senior Client Relationship Manager

4 months ago

Charlotte, United States Dimensional Fund Advisors, L.P. Full time
Notes to applicants:
  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
  • Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
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 and growing 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.

The Senior Client Relationship Manager will provide primary day to day client service coverage for our largest and most complex strategic clients. This individual will be responsible for managing all aspects of assigned client relationships with the objective of retaining current business, deepening engagement, and collaborating with Regional Directors to expand AUM by ensuring the highest level of satisfaction.

Success in the role will require the candidate to acquire a deep understanding of Dimensional' s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, legal, compliance and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it.

Responsibilities:
  • The primary responsibility of the Senior CRM is to retain and assist with expansion of client relationships through consistent delivery of superior service.
  • Deliver a consistent and outstanding client experience based on understanding each client's situation, needs and concerns.
  • Anticipate/identify client needs and prepare for potential problems/risks and combat this with potential solutions in a timely manner
  • The Senior CRM will cultivate effective relationships with all internal groups such as portfolio management, research, legal, compliance, marketing, consultant relations and other internal partners in driving the goals of the firm forward while deepening and expanding client relationships.
  • The Senior CRM will participate as necessary in internal initiatives aimed at improving firm effectiveness.
  • Conduct and participate in leading client meetings with Regional Director and Portfolio Managers. Collaborate closely with investment professionals and colleagues in preparing for these client interactions.
  • Maintain intimate familiarity with internal systems, procedures, and organizational resources required to effectively address client information needs and properly document all client's interactions in the firm's CRM system.
  • Responsible for coordinating all responses to client inquiries regarding investment, operations, and communications support. The CRM will proactively deliver timely, relevant, and accurate information to clients. A key responsibility is to partner with Regional Directors to help identify, assemble, and disseminate to clients the firm's investment philosophy, investment products and merits of the firm in ways that are strategically meaningful helping drive engagements and deeper relationship dialogue.
  • The Senior CRM will also maintain a book of clients and manage cross-selling opportunities.
Qualifications:
  • 10+ years of relevant experience in the financial services sector.
  • Demonstrate a strong track record in delivering exemplary client service.
  • Experience working with defined contribution, defined benefit, endowment & foundation clients
  • Excellent time management and prioritization skills.
  • Strong analytical and problem-solving skills with the ability to synthesize information, summarize issues and think creatively
  • Sharp control/risk mitigation mentality with ability to know when to raise issues
  • A strong sense of professional and personal integrity and high ethical standards
  • Demonstration of initiative, accountability and a focus on delivering consistent quality work
  • Strong written and verbal communication skills with client presentation capability of investment topics
  • Ability to work effectively in a fast-paced environment and to tight deadlines.
  • Confident self-starter capable of managing multiple projects.
  • Bachelor's Degree in Finance, Business, Economics or related field (with strong academic results).
  • Post graduate qualifications desirable.
  • Series 7, 63/66 licenses required; Series 7 must be obtained within the first 120 days of hire as a condition of employment.


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