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About the Role

Associates provide relationship management and analytical support to Sales & Client Service teams in business development and retention activities for large institutional clients, consultants, and insurance clients. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities

Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
Prepare presentation materials for meetings with institutional clients and prospects, including introductory presentations, portfolio reviews, and follow-up materials.
Compile performance data, portfolio commentary, and analytical material for meetings or client inquiries.
Provide quality control for data in client reports and requests.
Facilitate the completion of due diligence requests and client questionnaires.
Maintain CRM database.
Build marketing lists for institutional luncheons, investment forums, and conferences.
Review and edit RFPs.
Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance, and marketing.
Some travel may be expected.

Requirements

Bachelor's degree required with a strong academic record.
Background or strong interest in the Financial Services Industry.
2+ years of work experience in Financial Services or similar field preferred.
Asset Management experience is a plus.
Detail-oriented, organized, proactive, and a team-player.
Able to work equally well in a team environment and independently.
Self-starter capable of completing multiple projects within set deadlines.
Excellent written and verbal communication skills.
Strong computer skills (Excel and Word) with the ability to learn programs as needed.
Solid quantitative problem-solving skills.
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment).
Resumes and portfolios are required as part of your application.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
Reasonable accommodation is available upon request for completing applications, interviewing, or participating in the employee selection process.

Skills

Excel
Word
CRM database management
RFP review and editing
Quantitative problem-solving

Location

Hybrid

Work Type

Hybrid
Office-first hybrid approach

Experience Level

2+ years of work experience in Financial Services or similar field preferred

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.
We pursue what we believe are 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 help improve investors’ lives.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
We see great value from collaborating in our offices and appreciate 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.
Dimensional strives to be an inclusive workplace for all.

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.