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Analyst / Associate, Global Client Group (Broker Dealer) at Dimensional Fund Advisors - ApplyBlast

Analyst / Associate, Global Client Group (Broker Dealer)

Dimensional Fund Advisors

9 days ago

3.6 on Glassdoor

Austin, Texas, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Analyst / Associate role within Dimensional's Global Client Group supports the Broker-Dealer Advisor channel by managing relationships with financial advisors and driving business development. The position involves sourcing opportunities, collaborating with Regional Directors, and providing client service support to enhance the investment experience. This role requires strong analytical and communication skills to engage with clients and intermediaries effectively.

Responsibilities

Source opportunities through outbound calls and emails to advisors
Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
Identify and discuss key findings of portfolio analyses to clients