Relationship Management Associate Relationship Management Associate …

Dimensional Fund Advisors
in West Melbourne, FL, United States
Permanent, Full time
Be the first to apply
Dimensional Fund Advisors
in West Melbourne, FL, United States
Permanent, Full time
Be the first to apply
Relationship Management Associate
Relationship Management Associate, Melbourne Melbourne/en-US/DFA_Careers/job/Melbourne/Relationship-Management-Associate--Melbourne_2019-5431/apply

Note to applicants:  Resumes are required as part of your application.  When applying from a mobile device or tablet, you may not be able to attach a resume.  If you cannot attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) is responsible for the business development and relationship management function of Dimensional. Our clients and prospective clients include complex large and global institutional clients, national financial services businesses as well as financial advice practices. Our goal is to develop deep and enduring relationships and to deliver outstanding investment outcomes and client service.

As an Associate you will work closely with senior business development staff to help provide relationship management and business development support to help retain existing clients and to support the growth of the business.

This is a rare opportunity to join a collaborative and high caliber team which is expanding its presence in the Australian market. Individuals who demonstrate drive, ambition and initiative will be rewarded with genuine career development opportunities over time.


  • Develop a comprehensive understanding of the Dimensional investment philosophy and the academic theory that underpins it and be able to communicate it effectively
  • Develop expertise of the Dimensional investment strategies and the tools and resources that support them
  • Support the Regional Director and Senior Associate in responding to client and prospect investment queries
  • Perform portfolio related analysis and create presentations to support sales and client support efforts
  • Work closely with other areas of Dimensional including Marketing Services, Portfolio Management and Portfolio Analytics as part of projects and initiatives for GCG team or to address complex client queries
  • Identify and develop processes or methodologies that improve service to clients
  • Maintain and develop presentation material for existing and new client needs
  • Opportunity to get exposure to a range of different client types ranging from Institutional clients to financial advisors.


    • Degree qualified; progression towards or completion of CFA and/or Masters is ideal
    • At least two years experience in the Financial Services/Investment industry within a client service, relationship management or investment analysis capacity
    • Proactive desire to learn and a keen interest in financial markets
    • Strong analytical and quantitative problem-solving skills
    • Excellent verbal and written communication and interpersonal skills
    • Able to work equally well in a team environment and independently
    • Self-starter who is capable of managing multiple projects and meeting deadlines
    • Strong computer skills (Excel) with the ability to learn programs as needed

      Benefits for you

    • Highly competitive salary with a range of benefits including; bonus, health insurance, life and salary continuance insurance, subsidised gym membership and education assistance.
    • Longer term there is strong potential for top performers to grow and develop within the broader local and global GCG team

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Posted TodayFull time2019-5431

Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $579.4 billion globally as of September 30, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.