Senior Associate, UK Institutional Client Services & Business Development

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 maximises 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.

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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.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorised such use. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

The UK is a strategic area of focus for the firm, and as such, we are growing our team based in London that focuses on Institutions, Consultant Relations, New Client Acquisition and Client Servicing. We work with large Institutions, Financial Intermediaries, Insurance Companies, Banks and Wealth Managers and by building strong relationships with these organisations, Dimensional is better equipped to understand their investment needs and identify opportunities. The team use their detailed knowledge of the broader investment industry and Dimensional’s unique investment approach, to provide solutions for prospects and clients across the region. This is a fantastic opportunity to join a high calibre group of people who demonstrate drive, ambition, and initiative. In return, you will be rewarded with genuine career development opportunities.

As a Senior Associate within EMEA’s Global Client Group, you would be responsible for supporting activities in business development, relationship management and client servicing. This is a broad role dedicated to building and maintaining relationships with Investment Consultants, large asset owners and decision makers across DB, DC, Insurance, Discretionary Fund Managers and Wealth Managers (including Family Offices). You will play an integral role in delivering high quality relationship management, superior query resolution expertise and highly detailed technical investment support. It will be through the application of these tasks and interactions that you will deliver an outstanding Dimensional experience for our clients. The role reports into the Head of the Client Relationship Group, EMEA, and you’ll be aligned to the team focused on the UK Institutional market and benefit from coaching and mentoring from within the team.

Responsibilities

• Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.
• You will be fully adept at navigating local regulatory, legal and marketing requirements.
• Actively empowered to lead on an agreed group of organisations and implement a proactive outreach strategy.
• Attend and/or lead appropriate meetings with clients and prospects.
• Develop and maintain client facing presentations and many other aspects of business development.
• Assist in procurement activities through Requests for Information, Requests for Proposals or Due Diligence Questionnaires.
• You will interact with Legal, Compliance, Marketing, Investments, Trading, Operations and Portfolio Analytics teams regularly.
• Strong articulation of Dimensional’s investment approach and how this benefits clients.
• Maintain up-to-date knowledge of our investment strategies, including opportunities to customise this for segregated accounts.
• Manage all aspects of Client onboarding, Transition Management and changes/updates to investment guidelines or legal agreements.
• Maintain client and prospect information in Dimensional's CRM system by accurately and timely recording of activities.
• Foster and leverage relationships with new colleagues and our other DFA offices.

Qualifications

• Bachelor's Degree, or equivalent, in Finance, Business, Economics or related field preferred.
• Demonstrate a strong record in delivering exemplary client service.
• Proven analytical and numeracy skills with a high attention to detail.
• Excellent time management, prioritisation skills, resourceful and analytical.
• Strong written and verbal communication skills.
• Ability to work effectively in a fast-paced environment and to tight deadlines.
• Confident self-starter capable of managing multiple projects.
• Strong computer skills with proficiency in Excel, PowerPoint and Word.
• Hold, or complete the Investment Management Certificate by the end of probation (6 months).

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, colour, 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 offences, 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.