Associate, Practice Management

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

An Associate on the Practice Management (“PM”) Team will be responsible for supporting Dimensional’s practice management research and business intelligence initiatives supporting advisors. The position will be responsible for supporting the team’s efforts to engage with both existing and new clients, ensure continued success of cornerstone studies and the consulting tools and resources the team provides globally.

Responsibilities

• Support global benchmark studies and surveys through fielding data requests, support of study administration and the study platform (Medallia)
• Support the collection, administration, and interpretation of study data
• Support project management of complex PM initiatives by assisting with data quality control, as well as storage, accessing, and manipulation of data so it can easily be used by other team members.
• Assist with survey build, regionalization and administration of the Global Advisor and Global Investor Studies
• Support ongoing work and initiatives with technology vendors
• Collaborate with GCG team to design and build practice management tools and resources for advisors
• Periodically engage with clients to support delivery and understanding of PM tools and resources
• Leverage research results to identify new and innovative ways Dimensional can support the advisor community
  
  

Qualifications

• Bachelor's degree or work equivalent required
• 1-4 years’ professional experience
• Team-oriented: ability to establish effective relationships, gain commitment and credibility and work effectively across internal constituencies
• Highly collaborative with the ability to work in a team environment
• Exceptional time management skills and ability to multi-task and manage multiple projects
• Strong analytical and quantitative skills combined with creative problem-solving skills
• Aptitude in working with large data sets, including data storage (such as SQL), analysis (in Excel or a programming language), and visualization tools (such as Power BI)
• Detail-oriented while maintaining a big picture focus
• Strong interpersonal communication, verbal, and written skills
• Proactive in nature and can work equally well in a team environment and independently
• Focused on customer needs with the ability to build trust and confidence
• Excellent organizational skills and ability to manage and prioritize multiple projects at once
  
  

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.