Notes to applicants:
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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.
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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.
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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.
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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:
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 Consultant channel is responsible for working with the investment consultant community across the globe and partnering with the rest of our Sales teams. The Consultant Relations Associate will support the Global Client Group business in general and Consultant Relations in particular. The individual will work closely with Dimensional's Global Client Group, Research, Portfolio Management and Trading teams to win and retain institutional client business.
Responsibilities:
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Establish proficiency with all internal databases and tools
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Provide proactive support of RDs in all manner of consultant coverage
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Prepare request for proposals (RFPs) to the highest industry standard
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Create, update and maintain product, strategy and firm information in Briefing Memos utilized by senior members of the CR, Sales and Executive teams.
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Establish and develop relationships with peers at consultant firms
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Develop an extensive knowledge of the institutional investment business and Dimensional’s positioning and offerings
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Active contributor to both tactical and strategic CR projects
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Follow industry and consultant trends and developments
Qualifications:
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A strong academic background is preferred; Bachelor’s degree is required
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Excellent written and verbal communication skills
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Ability to ultimately work independently, to prioritize and exercise time management
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Computer and analytical expertise
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Demonstrate drive & determination to achieve high quality results
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Flexibility and willingness to take on challenging tasks and projects
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A strong sense of professional and personal integrity and high ethical standards
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Initiative, accountability and focus on quality
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Commitment to the philosophy and process underlying Dimensional’s investment approach
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Highly motivated to significantly increase depth and breadth of consultant relationships
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SIE (Securities Industry Essentials), 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
#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.
What We Do
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.
