Top 51 Dimensional fund advisors Jobs

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Regional Director, Independent Advisors (RIA's)
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Dimensional Fund Advisors —Austin, TX
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Associate, Global Client Group (Traditional Institutional Group)
Dimensional Fund Advisors —Charlotte, NC
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4d
Analyst, Global Client Group (Insurance)
Dimensional Fund Advisors —Charlotte, NC
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Dimensional Fund Advisors —Austin, TX
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Dimensional Fund Advisors —Austin, TX
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Dimensional Fund Advisors —Austin, TX
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Senior Associate, Global Client Group (Independent Advisor Group)
Dimensional Fund Advisors —Santa Monica, CA
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Dimensional Fund Advisors —Charlotte, NC
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Presentation Designer
Dimensional Fund Advisors —Charlotte, NC
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Senior Associate, Investment Engineering (Analytics Platforms - GIPS & Regulatory Reporting)
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Sales & Business Development - Regional Director
Dimensional Fund Advisors —Charlotte, NC
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- $82,500 - $105,000 a year
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Associate, Global Client Group (Traditional Institutional Group - Consultant Relations)

Dimensional Fund Advisors -
Charlotte, NC

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Job Details

Full-time

Qualifications

Bachelor's degree

Full Job Description

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.

Within GCG, the Consultant channel is responsible for working with the Investment Consultant community across the globe and partnering with the rest of our sales teams. Our Associates will work closely with Dimensional’s Global Consultant Relations team, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business.

Responsibilities:

Support the day-to-day activities of the team’s Regional Directors and Senior Associates
Prepare presentation materials to be used in meetings with institutional clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
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
Facilitate the completion of due diligence requests and client questionnaires
Help maintain CRM database
Build marketing lists for institutional luncheons, investment forums and conferences
Review and edit RFPs
Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.

Qualifications:

Bachelor's degree required with a strong academic record
Background or strong interest in the Financial Services Industry
2+ years of work experience in Financial Services or similar field preferred. Asset Management experience a plus
Detail-oriented, organized, proactive, team-player
Able to work equally well in a team environment and independently
Self-starter who is capable of completing multiple projects within set deadlines
Excellent written and verbal communication skills
Strong computer skills (Excel and Word) with the ability to learn programs as needed
Solid quantitative problem-solving skills
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

#LI-Hybrid

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.

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.

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Refine Your Search

dimensional fund advisors jobs

Associate, Global Client Group (Traditional Institutional Group - Consultant Relations)

Analyst, Investment Stewardship

Investment Compliance Analyst

Associate, Global Client Group (Independent Advisor Group)

Associate, Client Communities

Regional Director, Independent Advisors (RIA's)

Analyst/Associate, Investment Engineering (Analytics Platforms)

Analyst/Associate, Research (Fixed Income)

Associate, Global Client Group (Traditional Institutional Group)

Analyst, Global Client Group (Insurance)

Associate, Corporate Content Marketing

Associate, Business Insights

Associate, Administrative Services (6 month Contract)

Associate, Client Services

Senior Associate, Global Client Group (Independent Advisor Group)

Regional Director, Wirehouses

Presentation Designer

Senior Associate, Investment Engineering (Analytics Platforms - GIPS & Regulatory Reporting)

Sales & Business Development - Regional Director

Analyst, Portfolio Management (Equities)

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