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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. This role supports the Broker-Dealer Advisor channel by providing relationship management and support to Sales & Client Service teams in business development and retention activities. Analysts have the opportunity to work directly with clients, prospects, and intermediaries to develop and expand relationships.

Responsibilities

Source opportunities through outbound calls and emails to advisors
Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
Identify and discuss key findings of portfolio analyses to clients
Answer the Financial Advisor hotline and provide answers and solutions to ad hoc investment questions and related client service
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 application to portfolio management
Some travel may be expected

Requirements

Bachelor's degree required with a strong academic record
1-2 years of experience in the Financial Services Industry (including internships)
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 as a condition of employment
This role is not eligible for immigration sponsorship

Skills

Excel
Access

Location

Hybrid

Work Type

Hybrid

Experience Level

1-2 years

Education Level

Bachelor's degree

Benefits

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

About the Company

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.

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.