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:

The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients. Our Financial Institutions Group (FIG) is responsible for managing national home office relationships with large financial conglomerates across the country. Within FIG, the Insurance channel employs a specific focus on strategic insurance relationships and distribution partnerships.

A highly motivated individual Associate on the team will have the opportunity to learn about Dimensional’s investment solutions, participate in consultative sales activities, and gain a deep understanding of insurance products and the distribution business.

Responsibilities:

• Develop deep understanding of Dimensional investment solutions, advisor services, and 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 suite of analytical, reporting, and relationship management tools.

• Support and work closely with Dimensional Regional Directors in day-to-day client relationship management and sales/prospecting.

• Utilize CRM and reporting tools to manage territory contacts and related sales activity and metrics.

• Work closely with Dimensional’s Marketing department to manage all fund-related content specific to each insurance client, including performance reporting.

• Generate a large volume of standard and custom weekly, monthly and quarterly reports to institutional clients, consultants and service providers.

• Produce standard and bespoke presentation materials.

Qualifications:

• Bachelor's degree with a 3.0 GPA or higher.

• 2+ years of experience in the Financial Services Industry.

• Ability to successfully pass the Series 7 licensing exam within the first 120 days of employment in order to interact with clients, followed by the Series 63/66.

• Background in financial services, insurance industry background a plus.

• Able to work equally well in a team environment and independently.

• Excellent written and verbal communications skills

• Self-starter that is results driven to reach set activity goals on behalf of self and team.

• Strong computer skills (Excel and Word) with the ability to learn programs as needed

• Solid quantitative problem-solving skills

#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.