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Associate, Global Client Group
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Charlotte, North Carolina, United States Dimensional Fund Advisors Full timeNotes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and...
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Associate, Global Client Group
2 weeks ago
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 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. Our Retirement Group is responsible for working with retirement providers and financial advisors across the country. The Associate will be an integral member of the Retirement relationship management team and will support business development and client retention activities for various prospects and clients. With proven success, the Associate will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensional's client relationships.Responsibilities:Maintain CRM tool, ensuring data governance practices are in place and upheldDevelop and prepare marketing and educational investment presentations for current and prospective clientsCollaborate across departments – including, Portfolio Management, Research, Investment Analytics & Data, Asset Class Specialists, and Consultant Relations – to develop responses to inquiries and efficiently communicate findings to clients and senior staffRespond and manage client inquiries and provide solutions to ad hoc investment questions with senior staff oversightCollect, organize, and analyze data from various internal and external sources and databasesCollaborate with team Associates to manage and complete RFI and DDQ reporting process, ensuring quality and uniformed responsesProvide quality control on data to ensure consistency and accuracyContribute to business development activities by researching media sources and databasesDevelop a robust understanding of Dimensional’s investment philosophy and processSeek opportunities for professional growth; mentor others by sharing expertise and experiencesSome travel may be expectedQualifications:Bachelor's degree with a strong academic record2-4 years of experience in the Financial Services IndustryExcellent verbal and written communication skillsAbility to work on multiple projects at once while adhering to strict deadlines and producing high quality workWork independently, prioritize, stay organized, and exercise time managementDemonstration of initiative and accountabilityMaintain a strong sense of professional and personal integrityHeavy CRM experience preferred; ability to learn and become a subject matter expert on Microsoft Dynamics 365 CRM tool is essentialStrong PC skills and proficiency in MS Office applications are essentialSIE (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#LI-Hybrid Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
