Analyst, Global Client Group (Financial Institutions Group)

Dimensional•Austin, TX

About The Position

The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that serve a diverse client set. The Financial Institutions Group (FIG) manages national home office relationships with large financial conglomerates across the country. The Analyst will learn about Dimensional’s investment solutions, participate in consultative sales activities, and develop an understanding of insurance products and the distribution business. The position supports client relationship management and sales activities, serves partner firms and institutional clients, and produces client-specific content, reports, and presentation materials. Some travel may be expected.

Requirements

Bachelor's degree with a 3.0 GPA or higher.
1–2 years of experience in the financial services industry, including internships.
Able to work equally well in a team environment and independently.
Excellent written and verbal communication skills.
Self-starter who is results-driven and can reach set activity goals for self and team.
Strong computer skills, including 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.

Nice To Haves

Background in the insurance industry.

Responsibilities

Develop a deep understanding of Dimensional investment solutions, advisor services, and its strategic insurance client base.
Make proactive outbound sales calls to existing and prospective clients to strengthen and establish relationships and create opportunities.
Build strong relationships with partner firms’ internal wholesalers, providing ongoing client service and support through Dimensional updates, training, and content management.
Learn and leverage Dimensional’s analytical, reporting, and relationship management tools.
Support and work closely with Dimensional Regional Directors in 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 closely 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.