Client associate Jobs in Austin, TX

Communities Associate

Communities: Driving business growth

The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to more people.

A Dimensional Community can be a group, gathering, or experience curated to include clients and/or prospective clients with shared business models, roles, areas of specialization, or career stages.

Associates provide Communities management, individual client relationship management, and analytical/operational support to the Communities & Sales Regional Director teams in business development and retention activities for our clients.

This role will support Regional Directors and Senior Associates with client service, business development, and event planning for client communities across the US.

With proven success, Associates will have the opportunity to work directly with clients, prospects, and teams across Dimensional to develop and expand personal and professional relationships.

Top 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 thoughtboth 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
• Bringing creativity, ingenuity, and your unique perspective

Responsibilities:

• Team Operations and Analytics
• Develop and fine-tune systems and processes to streamline our work and make it better
• Manage the Communities inbox, promptly fielding questions, queries, and ad-hoc requests
• Enter CRM data, maintain CRM database, and ensure data integrity across all communities
• Assemble regular reporting and insights in preparation for meetings, events, or in response to inquiries: portfolio and investment data, analytical and qualitative intel
• Research, qualify, and assemble marketing lists for webcasts, events, etc. and manage RSVPs
• Manage Communities waitlists and new group interest, providing regular status reports
• Drive and execute annual client survey across Dimensional Communities
• Communities
• Support the day-to-day activities of the team's Regional Directors and Senior Associates
• Act as a process lead through planning, preparing, and following up on in person and virtual group meetings
• Maintain detailed, up-to-date documentation of groups, individual participants, events, agendas, surveys, materials, communications, and notes
• Build relationships and coordinate closely with internal teams including: events, business analytics, broadcast, portfolio management, research, legal, compliance and marketing
• Some travel may be expected
• Investment, Industry, and Business Expertise
• Develop a deep understanding of capital market research and application to portfolio management; as well as the industry and related business practices
• Serve on a regular rotation with peers across GCG business channels to answer the Financial Advisor client service line, providing answers and solutions to ad hoc investment questions and related client service
• Advance towards presenting Dimensional Updates to communities, communicating complex investment principles, research, and product developments
• Advance towards presenting Communities and business insights to clients and other audiences
• Advance towards co-hosting live and recorded studio webinars on various topics

Qualifications:

• Bachelor's degree required with a strong academic record
• 1-3 years' experience in the Financial Services Industry (including internships)
• Understanding of Dimensional's investment philosophy
• Strong analytical, quantitative, qualitative, verbal, and written communication skills
• Outstanding interpersonal skills; keenly perceptive with off-the-charts empathy
• Impeccable attention to detail
• Able to work equally well in a team environment and independently
• Excellent time management and prioritization skills, capable of managing multiple projects
• Values and purpose-driven, with high ethical standards, professional and personal integrity
• Demonstrated initiative, accountability, and a focus on consistently delivering quality work
• Strong computer skills (Excel, Word, PowerPoint) with the ability to learn software as needed
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 12 weeks of hire as a condition of employment)
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP) as you progress in your career a plus