Analyst, Global Client Group (National Relationship Group)

Job Description:

The Global Client Group (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.  GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. 

Our National Relationship Group (NRG) team is responsible for working with independent financial advisors (RIAs) across the country. Analysts provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will gain an understanding of clients’ evolving needs to help identify where we can add value and collaborate to provide a better investment experience. With proven success, Analysts will have the opportunity to work directly with clients and prospects to develop and expand personal and professional relationships. This role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast.

Responsibilities:

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses to clients
• Delivering educational investment related webinars to Advisor clients
• Answering the Financial Advisor client service line and providing answers and solutions to ad hoc investment questions and related client service
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Developing a robust understanding of the advisor industry and related business practices
• Some travel may be expected

Qualifications:

• Bachelor's degree required with a strong academic record
• 1-3 years of experience in the Financial Services Industry (including internships)
• Understanding of Dimensional's investment philosophy
• Proactive desire to learn
• Strong analytical skills  
• Strong 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 who can manage 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 (or attainment within the first 8 weeks of hire as a condition of employment)
• This role is not eligible for immigration sponsorship

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