What are the responsibilities and job description for the Associate, Client Communities position at Dimensional Fund Advisors?
Notes to applicants:
- Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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.
- If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
As an Associate in Client Communities, you’ll be part of a team working to inspire the way our clients (and the people, companies and causes they support all around the world) invest for the better.
Communities drive growth
The Communities Team helps clients to help one another in honing their craft and growing their businesses, their teams, themselves.
- The Communities Team co-creates and curates experiences for clients founded on idea-sharing
- A Community is a group of clients who share common ground, whether through their business model, role, area of specialization or stage in their careers
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Our team supports over 100 communities across Dimensional:
- Directly leading client communities, forums and groups
- Collaborating with sales teams who lead groups
- Creating and launching new communities
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 for yourself
- Bringing creativity, ingenuity and your unique perspective to our clients and our team
How you’ll make a difference on our team
- Deliver consistently impeccable experiences for our clients and colleagues
- Implement and/or identify processes and protocols to improve the way we work and serve clients
- Partner with Communities Senior Associates and Regional Directors in supporting multiple groups and Communities
- Coordinate planning across multiple groups and projects, acting as a lead in scheduling, calendaring, and setting and leading agendas for prep meetings with internal stakeholders
- Develop, quality-control and oversee/expedite the review process for internal and client-facing communications including emails, calendar invites, surveys, and presentations
- Manage the Communities inbox, ensuring prompt responses to questions, queries and ad-hoc requests from internal stakeholders and clients
- Enter CRM data for Communities-led events; continuously inspect and correct documentation of activities, lists and contacts across groups and Communities globally to ensure data integrity
- Gather data to provide and present regular reporting to RDs, Head of Communities and Leadership
- Interact with clients via email and phone with the possibility of participating in virtual and in-person client meetings (which may involve travel)
- Apply knowledge of the industry, investments, and the business to support RDs in planning the conversations, topics and interactions that will most benefit our clients
What you’ll bring to Client Communities
- Outstanding interpersonal skills and off-the-charts empathy
- Bachelor's degree
- Series 7, 63/66 licenses required; Series 7 must be obtained within the first 120 days of hire as a condition of employment
- A passion for learning and the track record to match A general understanding of industry landscape—clients, competitors, asset classes, key trends, etc.
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#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 opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital 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 as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
