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About the Role

The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing and managing relationships with a diverse global client set. Associates provide relationship management and support to Sales & Client Service teams in business development and retention activities. Successful Associates will have the opportunity to work directly with clients, prospects, and intermediaries to develop and expand relationships.

Responsibilities

Develop and construct complex portfolio analysis for current Advisor clients and prospects.
Identify and discuss key findings of portfolio analyses with clients.
Deliver educational investment-related webinars to Advisor clients.
Answer the Financial Advisor hotline, providing solutions to ad hoc investment questions and client service issues.
Assist in the initial development of investment-related marketing materials and charts.
Develop a robust understanding of Advisor business practices.
Develop a deep understanding of capital market research and its application to portfolio management.

Requirements

Bachelor's degree required with a strong academic record.
2-4 years of experience in the Financial Services Industry.
Solid understanding of Dimensional's investment philosophy.
Strong analytical skills.
Solid quantitative problem-solving skills.
Excellent verbal and written communication and interpersonal skills.
Detail-oriented.
Able to work equally well in a team environment and independently.
Self-starter capable of managing multiple projects and meeting deadlines.
Strong computer skills (Excel and Access) with the ability to learn programs as needed.
Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP).
SIE, Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire.
This role is not eligible for immigration sponsorship.
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 those requiring assistance with the application, interviewing, or employee selection process.

Skills

Analytical skills
Quantitative problem-solving skills
Verbal and written communication skills
Interpersonal skills
Detail-oriented
Teamwork
Independent work
Project management
Time management
Computer skills (Excel and Access)

Location

Hybrid

Work Type

Hybrid

Experience Level

2-4 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 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.
We strive 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.