Analyst/Associate - Wealth Management (Global Client Group)

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:

$57,000 - $73,000

This role may also be eligible to receive a discretionary bonus.

Job Description:

The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising 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 a testament to the value provided to our clients. 

Associates provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience. 

Key Responsibilities

• Articulating complex investment principles and capital market research to financial advisors.
• Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do.
• Provide support to clients on a wide range of questions related to our client service offering, including obtaining information from internal subject matter experts, when required.
• Constructing complex portfolio analysis for current advisor’s clients and prospects.
• Assisting in the development and updating of investment related marketing materials, charts and scheduling reports.
• Maintain accurate client records using our advanced CRM system.
• Partnering with Senior Relationship Managers to develop strong business and personal relationships with key advisor clients.
• Build relationships with colleagues across the Global Client Group and other internal departments, both locally and in our other global offices.
• Developing a robust understanding of the advisor industry and related business practices.
• Interacting with advisors on practice management related issues.

Qualifications, Experience and Characteristics Suitable for the Role

• Bachelor’s degree, or equivalent, in a relevant discipline is preferred.
• Previous experience within a corporate environment preferred, ideally within financial services.
• Strong analytical skills and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• An ability to develop and sustain relationships with internal stakeholders, our clients, and senior managers.
• Detail-oriented with capability of managing multiple projects and meeting deadlines.
• Strong computer skills (Excel and Access) with the ability to learn additional technical applications as needed

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