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- Tasks: Support advisers with strategic opportunities and manage practice management initiatives.
- Company: Join Dimensional Fund Advisors, a leader in investment management and analytics.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a creative team that influences the future of investment practices.
- Qualifications: Bachelor’s degree required; experience in finance or practice management preferred.
- Other info: Must complete the Investment Management Certificate within 6 months of joining.
The predicted salary is between 43200 - 72000 £ per year.
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Senior Associate, Practice Management, London
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Client:
Dimensional Fund Advisors Ltd
Location:
London, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
bedb3d1811ea
Job Views:
4
Posted:
14.07.2025
Expiry Date:
28.08.2025
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Job Description:
Responsibilities
- Anchored by the Dimensional philosophy and approach to business analytics, help advisers identify key strategic and business opportunities and deliver practice management resources to address those opportunities.
- Assist with the leadership and operation of Dimensional’s Global Advisor Study and Global Investor Study, and other pulse surveys as required.
- Analyse, interpret and effectively communicate proprietary benchmark, study and survey data to identify key findings and trends.
- Formulate and project manage tailored Dimensional practice management initiatives designed to support the adviser community.
- Develop new content and initiatives for internal and external stakeholders, in conjunction with the EMEA Head of Client Communications and the US Practice Management teams.
- Present effectively to clients at Dimensional and industry events, and in client meetings.
- Interact directly with clients in meetings, and answer ad hoc queries.
- Be a team-player with a creative spirit within Dimensional’s teams, particularly the Client Communications, Practice Management, and communities teams, and more broadly the GCG.
- Demonstrate leadership within the team to support the development of future practice management talent.
- Communicate practice management concepts effectively with advisers and their teams.
- Assist in training the GCG sales team to communicate and deploy practice management studies and surveys with clients, and encourage the growth of Dimensional’s studies.
- Help develop study groups and communities in EMEA, working with the EMEA GCG and US teams.
- Develop in-depth understanding of Dimensional’s GCG business, personnel, and clients.
- Seek ways to improve procedures and processes.
- Promote the Dimensional brand and investment philosophy throughout the industry and marketplace.
Qualifications and competencies Required:
- Bachelor’s degree or equivalent experience.
- Good knowledge of Dimensional, belief in Dimensional’s investment philosophy, and understanding of Dimensional 360.
- Experience as a Financial Advisor or in practice management within an investment management firm.
- Excellent interpersonal skills with the ability to influence and build relationships.
- Entrepreneurial spirit with high energy and passion; a self-starter.
- Team-oriented: ability to establish effective relationships, gain commitment, and work effectively across teams.
- Ability to integrate research into business success.
- Excellent organizational skills to manage multiple projects.
- Strong oral and written communication skills and a professional client service mindset.
- Must hold or complete the Investment Management Certificate (IMC) within 6 months of joining.
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Senior Associate, Practice Management employer: Dimensional Fund Advisors Ltd
Contact Detail:
Dimensional Fund Advisors Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate, Practice Management
✨Tip Number 1
Familiarise yourself with Dimensional's investment philosophy and their approach to business analytics. Understanding their core values will not only help you in interviews but also demonstrate your genuine interest in the company.
✨Tip Number 2
Network with current or former employees of Dimensional Fund Advisors. Engaging with them can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Prepare to discuss specific examples from your experience as a Financial Advisor or in practice management. Highlighting your ability to influence and build relationships will resonate well with the hiring team.
✨Tip Number 4
Showcase your entrepreneurial spirit and passion for practice management initiatives. Be ready to share ideas on how you could contribute to developing new content and initiatives that align with Dimensional’s goals.
We think you need these skills to ace Senior Associate, Practice Management
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Senior Associate, Practice Management position. Understand the responsibilities and qualifications required, and think about how your experience aligns with them.
Tailor Your CV: Customise your CV to highlight relevant experience in practice management and financial advisory roles. Emphasise your interpersonal skills and any previous leadership experiences that demonstrate your ability to influence and build relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for Dimensional's investment philosophy and your understanding of their business model. Use specific examples from your past experiences to illustrate how you can contribute to their team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Dimensional Fund Advisors Ltd
✨Understand Dimensional's Philosophy
Before the interview, make sure you have a solid grasp of Dimensional's investment philosophy and how it influences their approach to practice management. This will not only show your genuine interest in the company but also help you align your answers with their values.
✨Prepare for Data Interpretation Questions
Given the role's focus on analysing and communicating data, be ready to discuss your experience with data analysis. Prepare examples of how you've interpreted data in previous roles and how those insights led to actionable strategies.
✨Showcase Your Interpersonal Skills
This position requires excellent interpersonal skills. Be prepared to demonstrate how you've built relationships in past roles, particularly in client-facing situations. Use specific examples to illustrate your ability to influence and collaborate effectively.
✨Demonstrate Leadership Qualities
As the role involves supporting the development of future practice management talent, think of instances where you've taken on leadership responsibilities. Highlight your ability to mentor others and contribute to team success, showcasing your entrepreneurial spirit.
