Dimensional

Associate, Client Communities

Austin

Sponsorship not specifiedDetected 32 days ago

CRMBusiness DevelopmentExcelResearchCommunicationCollaborationTime ManagementPublic SpeakingMicrosoft OfficeCFA

About the role

It is the policy of the Company to provide equal opportunity for all employees and applicants.

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
Research, qualify, and assemble marketing lists for webcasts, events, etc. and manage RSVPs
Manage Communities waitlists and new group interest, providing regular status reports
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
Create and prepare agendas, facilitation guides, checklists, surveys, handouts, and presentations
Build relationships and coordinate closely with internal teams including: events, business analytics, broadcast, portfolio management, research, legal, compliance and marketing

Bachelor's degree required with a strong academic record
1-3 years' experience in the Financial Services Industry (including internships)
Strong computer skills (Excel, Word, PowerPoint) with the ability to learn software as needed
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
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

rital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status

This listing is sourced directly from Dimensional's careers page and normalized into a canonical job model.