Analyst/Associate - Wealth Management (Global Client Group)
Core
Provide analytical support and relationship management to help grow existing client relationships and develop new business for Dimensional's wealth management solutions.
Role type
Associate/Analyst in Wealth Management
Builds
Portfolio analysis, marketing materials, and client service offerings
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Analytical skills, quantitative problem-solving, verbal communication, written communication, relationship building, project management, Excel, Access
Responsibilities
Articulate complex investment principles to financial advisors, construct complex portfolio analysis for clients, maintain accurate client records in CRM, partner with Senior Relationship Managers to develop advisor relationships, assist in developing investment marketing materials, interact with advisors on practice management issues