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
Content Creation and Updates
Prepare presentation materials to be used in meetings with clients and prospects
Create and prepare agendas, facilitation guides, checklists, surveys, handouts, and presentations
Write and copy edit emails, surveys, and other client communications
Assist in the initial development and regular updating of Communities-related marketing materials and communications-for print, online, and social media
Coordinate all collaboration and review with marketing, legal, and compliance teams
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
Requirements
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 hir
Additional Information
Job Description:
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.
Communities Associate: A hands-on role with opportunity to grow
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 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
Bringing creativity, ingenuity, and your unique perspective
Dimensional · Austin