Associate, Global Client Group (Retirement)
Core
Associate supporting business development and client retention for Dimensional's Retirement Distribution team, serving retirement recordkeepers, broker-dealers, and plan administrators.
Role type
Associate, Client Service & Business Development
Builds
Client relationships and investment solutions for retirement market intermediaries
Domain
Financial Services / Retirement Investments
Deliverable
client delivery
Required skills
CRM management, data analysis, presentation creation, regulatory compliance knowledge, MS Office proficiency
Preferred skills
Microsoft Dynamics 365 expertise, retirement industry trends knowledge
Technologies
Microsoft Dynamics 365 CRM, internal databases
Responsibilities
Maintain CRM database and ensure data governance; prepare presentation materials and educational communications; compile performance data and portfolio commentary; manage client inquiries and due diligence requests; collaborate with internal groups including operations and portfolio management; establish relationships with retirement recordkeeper and TPA peers.
Seniority
Mid-level, hands-on IC