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About the Role
Associates provide relationship management and analytical support to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients’ evolving needs, identify where we can add value, and collaborate to provide a better investment experience.
Responsibilities
- Articulate complex investment principles and capital market research to financial advisors.
- Educate financial advisors on the construction and function of portfolio solutions.
- Provide client support on a wide range of service offering questions, obtaining information from internal subject matter experts when required.
- Construct complex portfolio analysis for current advisor clients and prospects.
- Assist in the development and updating of investment-related marketing materials, charts, and scheduling reports.
- Maintain accurate client records using the CRM system.
- Partner with Senior Relationship Managers to develop strong business and personal relationships with key advisor clients.
- Build relationships with colleagues across the Global Client Group and other internal departments.
- Develop a robust understanding of the advisor industry and related business practices.
- Interact with advisors on practice management related issues.
Requirements
- Previous experience within a corporate environment preferred, ideally within financial services.
- Strong analytical skills and quantitative problem-solving skills.
- Excellent verbal and written communication and interpersonal skills.
- Ability to develop and sustain relationships with internal stakeholders, clients, and senior managers.
- Detail-oriented with the capability of managing multiple projects and meeting deadlines.
- Strong computer skills (Excel and Access) with the ability to learn additional technical applications as needed.
Skills
- Analytical skills
- Quantitative problem-solving skills
- Verbal communication skills
- Written communication skills
- Interpersonal skills
- Relationship building
- Project management
- Time management
- Microsoft Excel
- Microsoft Access
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Industry experience
- Geographic differentials
Education Level
- Bachelor's degree or equivalent in a relevant discipline preferred.
Salary/Compensations
- $57,000 - $73,000
- Discretionary bonus of between 0 -15% of the base salary
Benefits
- Comprehensive benefits
- Educational initiatives
- Special celebrations of our history, culture, and growth
About the Company
- The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). 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.
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.