Dimensional Fund Advisors

Notes to applicants:

• Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.
• Resumes and portfolios (when applicable) 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 include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
• 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.
• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistent, impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

Our Traditional Institutional Group is responsible for working with large Institutional clients including defined benefit and defined contribution plans, foundations, endowments, family offices and corporations. Reporting to the Co-Head of Global Client Group, the Head of Institutional is responsible for oversight and direction of all business development and relationship management for existing, new and prospective clients while organizing and optimizing efforts of client services team members to effectively address the needs of clients and prospects. In addition, the Head of Institutional is responsible for building and strengthening relationships with the largest US institutional clients and prospects. 

Responsibilities

• Develop a deep and comprehensive understanding of Dimensional’s investment philosophy and underlying investment strategies and products.
• Effectively and enthusiastically articulate to the marketplace Dimensional’s investment value proposition while differentiating Dimensional relative to its competitors.
• Stay current with industry and academic research, and industry trends.
• Devise and implement the sales, marketing and client service strategy for traditional institutional clients and prospects in North America.
• Effectively collaborate with Global Client Group peers and colleagues, as well as with senior staff across Dimensional globally and locally.
• Develop close working relationships with Dimensional’s global investment and research teams to understand existing and new research/content to use with clients.
• Motivate, lead and develop a diverse team of Sales, Relationship Management and Client Service professionals.
• Ensure sales activities recorded effectively and timely in the firm’s CRM system.

Qualifications/Skills

• 15+ years of relevant and successful Institutional sales experience and a proven track record leading a team of client facing professionals.
• Bachelors degree required; MBA or other advanced degrees and relevant licenses or professional certifications preferred.
• Expert ability in translating financial theory and empirical research succinctly and credibly into meaningful conversations.
• Extensive managerial experience leading, developing and motivating teams
• Outstanding organizational and interpersonal skills, including the ability to quickly build trust and influence at all levels and functions of the organization
• Adept at juggling numerous priorities and managing multiple stakeholders while meeting deadlines with acute attention to detail.
• A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.

#LI-Hybrid

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, color, 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 offenses, 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.