Analyst, Global Client Group (Financial Institutions Group)

Dimensional Fund Advisors•Austin, TX

3d•Hybrid

About The Position

The Analyst will join Dimensional’s Global Client Group (GCG), the firm’s distribution arm, and support its Financial Institutions Group (FIG). FIG manages national home-office relationships with large financial conglomerates across the country. The role offers the opportunity to learn about Dimensional’s investment solutions, participate in consultative sales activities, and develop an understanding of insurance products and the distribution business. The Analyst supports client relationship management and sales activities, including maintaining relationships with existing and prospective clients and partner firms’ internal wholesalers. The role also involves using analytical, reporting, and relationship-management tools; coordinating fund-related content and performance reporting; and producing recurring and custom reports and presentation materials. Some travel may be expected.

Requirements

Bachelor’s degree with a GPA of 3.0 or higher.
1–2 years of experience in the financial services industry, including internships.
Able to work effectively both in a team environment and independently.
Excellent written and verbal communication skills.
Self-starter who is results-driven and able to reach activity goals for self and team.
Strong computer skills, including Excel and Word, and ability to learn programs as needed.
Solid quantitative problem-solving skills.
SIE, Series 7, and Series 63/66 licenses, or attainment of these licenses within the first 8 weeks of hire as a condition of employment.

Nice To Haves

Background in financial services.
Insurance industry background.

Responsibilities

Develop a deep understanding of Dimensional’s investment solutions, advisor services, and strategic insurance client base.
Make proactive outbound sales calls to existing and prospective clients to strengthen and establish relationships and create opportunities.
Build relationships with partner firms’ internal wholesalers and provide ongoing client service and support through Dimensional updates, training, and content management.
Learn and use Dimensional’s analytical, reporting, and relationship-management tools.
Work closely with Dimensional Regional Directors on day-to-day client relationship management and sales and prospecting.
Use CRM and reporting tools to manage territory contacts and related sales activity and metrics.
Work with Dimensional’s Marketing department to manage fund-related content specific to each insurance client, including performance reporting.
Generate standard and custom weekly, monthly, and quarterly reports for institutional clients, consultants, and service providers.
Produce standard and bespoke presentation materials.
Travel as needed.