Job details

Senior Associate, Client Communities

Notes to applicants:

Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.

Job Description:

As a Senior Associate in Client Communities, you’ll be part of a team working to inspire the way our clients (and the people, companies and causes they support all around the world) invest for the better.

Communities drive growth

The Communities Team helps clients to help one another in honing their craft and growing their businesses, their teams, themselves.

The Communities Team co-creates and curates experiences for clients founded on idea-sharing
A Community is a group of clients who share common ground, whether through their:
- Businesses (e.g. large RIA firms)
- Roles (e.g. CEO, COO, CIO…)
- Area of specialization or interest (e.g., Operations, Women & Wealth…)
- Career phase (e.g., Emerging Talent)
Our team supports over 100 communities across Dimensional:
- Leading client communities and individual groups/forums
- Collaborating with sales teams that host individual groups
- Creating, launching, and running new communities

Talent from all walks of life

As part of Client Communities, you’ll join a team that seeks to uncover different perspectives and works to actively draw out diversity of thought—both within our team and in the communities that we lead. To us, success means:

Investing in others’ success and making others feel valued
Being a thinker and a doer, setting the bar high for yourself
Bringing creativity, ingenuity and your unique perspective to our clients and our team

How you’ll make a difference on our team

Deliver impeccable client experiences across collaborators, teams, channels and offices
Partner with Regional Directors in supporting multiple groups and communities:
- Plan, project manage and co-run individual client groups
- Interact with clients on complex investment and practice management topics
- Travel with Regional Directors and develop strong business and personal relationships with clients
Field questions, queries and ad-hoc requests and inquiries from internal stakeholders and clients
Enter and track CRM data for Communities-led events; collaborate across the Global Client Group to ensure data integrity across communities globally
Analyze and drive business insights using tools such as Power BI to inform strategy
Mentor and develop Analysts and Associates
Develop a robust understanding of the advisor industry and related business practices
Learn to facilitate and lead groups and communities
Learn to design and implement facilitation plans across an array of communities and investment and business topics

What you’ll bring to Client Communities

Outstanding interpersonal skills and off-the-charts empathy
Keen attention to detail and solid quantitative problem-solving skills
Excellent verbal and written communication skills – crisp, polished and professional
Hands-on experience with:
- Helping facilitate in-person meetings and interactions
- Preparing and running advanced Zoom meetings including: polls, breakouts and troubleshooting
4+ of experience in interacting regularly with Financial Advisor and/or Institutional clients
Master’s degree preferred; Series 7 and 65 licenses or equivalent

Next steps: what’s your perspective?

Please include a writing sample as the second page of your resume attachment. In 250 words or less, please tell us:

What does “community” mean to you?

#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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

By Dimensional Fund Advisors

The added dimension that Dimensional Fund Advisors applies to asset management is that of academia. The fund manager bases its investing strategies on economic theory and research generated within the hallowed halls of such institutions as the Uni...

8 jobs

MATCH

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INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Austin, TX

DATE POSTED

July 23, 2023