Dimensional Fund Advisors · 1 day ago
Associate, Global Client Group (Retirement Group)
Austin
Full-time
Hybrid
Entry, Mid Level
2+ years expDimensional Fund Advisors is a company focused on transforming the investment experience for clients. The Associate in the Global Client Group will support business development and client retention activities, collaborating with various departments to enhance client relationships and manage inquiries.
Financial Services
Responsibilities
Maintain CRM tool, ensuring data governance practices are in place and upheld
Develop and prepare marketing and educational investment presentations for current and prospective clients
Collaborate across departments – including, Portfolio Management, Research, Investment Analytics & Data, Asset Class Specialists, and Consultant Relations – to develop responses to inquiries and efficiently communicate findings to clients and senior staff
Respond and manage client inquiries and provide solutions to ad hoc investment questions with senior staff oversight
Collect, organize, and analyze data from various internal and external sources and databases
Collaborate with team Associates to manage and complete RFI and DDQ reporting process, ensuring quality and uniformed responses
Provide quality control on data to ensure consistency and accuracy
Contribute to business development activities by researching media sources and databases
Develop a robust understanding of Dimensional’s investment philosophy and process
Seek opportunities for professional growth; mentor others by sharing expertise and experiences
Some travel may be expected
Qualification
Required
Bachelor's degree with a strong academic record
2-4 years of experience in the Financial Services Industry
Excellent verbal and written communication skills
Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work
Work independently, prioritize, stay organized, and exercise time management
Demonstration of initiative and accountability
Maintain a strong sense of professional and personal integrity
Heavy CRM experience preferred; ability to learn and become a subject matter expert on Microsoft Dynamics 365 CRM tool is essential
Strong PC skills and proficiency in MS Office applications are essential
SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment
Benefits
Comprehensive benefits
Educational initiatives
Special celebrations of our history, culture, and growth
Company
Dimensional Fund Advisors
Dimensional Fund Advisors is a company that provides asset management services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dave Butler
Co-CEO
Bernard Grzelak
Chief Financial Officer and Vice President
Recent News
2025-12-16
2025-11-19
2025-11-18
Company data provided by crunchbase