Notes to applicants:

• 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. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

Job Description – Associate, Global Client Group

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising of 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 Sales channels are responsible for working with professional investors across the EMEA region, including Financial Advisors, Institutional Organisations and Wealth Management segments.

We are looking for an Associate to join the team to provide client service, relationship management, lead generation and analytical support to the Regional Directors across the UK Financial Advisor channel. They will gain an understanding of clients’ evolving needs, identify where Dimensional can add value and collaborate to provide a better investment experience. Upon successful onboarding they will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Key Responsibilities 

• This role is ideally suited to an individual who enjoys the pursuit of new client acquisitions as well as developing and deepening existing relationships
• Success in the role will require the candidate to acquire a deep understanding of Dimensional’s business processes, investment philosophy and approach, and effectively articulate this to clients
• Develop a robust understanding of the Financial Advice industry and related business practices
• Work autonomously to provide critical support in the form of meeting preparation and follow up
• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries
• Provide quality control for the data included in client reports and requests
• Maintain our CRM system to effectively monitor and report on all client engagements and activities
• Own the project management of key sales efforts that includes (but not limited to) RFP, RFI, Onboarding and Account Opening
• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing
• Seek opportunities for professional growth; mentor others by sharing expertise and experiences

Qualifications, Experience and Characteristics Suitable for the Role

• Bachelor’s degree or equivalent preferred
• Experience working in a client support/relationship management capacity within investment management or at a Financial Advisory firm
• Strong analytical skills and quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented with capability of managing multiple projects and meeting deadlines
• Intellectual curiosity with desire for self-improvement
• Strong computer skills with the ability to learn additional technical applications as needed
• Able to work equally well in a team environment and independently
• Self-starter who can complete multiple projects within set deadlines
• Either currently holds or can complete IMC certification within 6 months of joining

#LI-Hybrid

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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.