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About the Role

The Client Services Team supports Dimensional's sales efforts and clients through virtual communications, conferences, client events, and Practice Management. This role focuses on running operations for the Way of Selling curriculum, supporting both internal and client-facing cohorts.

Responsibilities

• Track the status, coordination, priorities, and costs for all internal and external cohorts.
• Manage the planning cycle and scheduling for leadership, facilitators, and client representatives.
• Prepare and transmit cohort-facing communications before, during, and following cohorts.
• Drive logistical coordination with the Events Team, Marketing Team, and Client Communications Team to develop strategy for each training as needed.
• Manage any projects or enhancements to processes as needed.
• Maintain, customize, and fulfill all materials, collateral, and consumables.
• Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience.

Requirements

• Bachelor's degree required with a strong academic record.
• 1-3 years of work experience (including internships).
• Strong project management skills including project planning, time management, organization.
• Ability to quickly and effectively respond to rapidly changing business needs and urgent requests.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented.
• Ability to work equally well in a team environment and independently.
• Proactive and enthusiastic approach to problem solving, and an inclination to think outside the box and lead with creativity.
• Strong computer skills with the ability to learn programs as needed.
• Willingness to travel.
• SIE, Series 7, and Series 66 licenses (or attainment within the first 12 weeks of hire as a condition of employment).
• This role is not eligible for immigration sponsorship.

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• 1-3 years

Education Level

• Bachelor's degree

Benefits

• Comprehensive benefits
• Educational initiatives
• Special celebrations of our history, culture, and growth

About the Company

• Dimensional is a leading global investment firm offering systematic, value-added investment solutions based on robust science and thoughtful implementation.
• Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents.
• We have a learning mindset rooted in academia and powered by the great ideas in finance, pursuing the strongest investment solutions while providing a world-class client experience.
• Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.
• Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
• 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 Fridays.
• This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.
• Resumes and portfolios (when applicable) are required as part of your application.
• We strive to be an inclusive workplace for all.
• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Equal Opportunity

• It is the policy of the Company to provide equal opportunity for all employees and applicants.
• The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.