Analyst, Global Client Group – Financial Institutions Group

Dimensional Fund Advisors

. Develop deep understanding of Dimensional investment solutions, advisor services, and strategic insurance client base .

Posted 11/6/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and sales within the financial services industry, leveraging analytical and reporting tools to support client engagement and service delivery. Proficient in generating performance reports and presentation materials tailored to institutional clients and partner firms.

Highest-signal resume keywords

Financial Services ExperienceRelationship ManagementCRM UtilizationSIE, Series 7, Series 63/66 LicensesQuantitative Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical ToolsReporting ToolsExcelWordSales Metrics Management

Soft Skills

Excellent Communication SkillsSelf-StarterTeam CollaborationResults Driven

Tools & Technologies

CRM SoftwareReporting Software

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 63 LicenseSeries 66 License

Industry Keywords

Dimensional Investment SolutionsAdvisor ServicesInsurance Client BaseFinancial Services IndustryClient Relationship Management

About the role

Key responsibilities & impact

Develop deep understanding of Dimensional investment solutions, advisor services, and strategic insurance client base
Make proactive outbound sales calls to existing and prospective clients to strengthen and establish relationships and create opportunities
Build relationships with partner firms’ internal wholesalers, providing ongoing client service and support through Dimensional updates, training, and content management
Learn and leverage Dimensional’s analytical, reporting, and relationship management tools
Support and work closely with Dimensional Regional Directors in day-to-day client relationship management and sales/prospecting
Utilize CRM and reporting tools to manage territory contacts and related sales activity and metrics
Work closely with Dimensional’s Marketing department to manage all fund-related content specific to each insurance client, including performance reporting
Generate standard and custom weekly, monthly, and quarterly reports to institutional clients, consultants, and service providers
Produce standard and bespoke presentation materials
Some travel may be expected

Requirements

What you’ll need

Bachelor's degree with a 3.0 GPA or higher
1-2 years of experience in the Financial Services Industry (including internships)
Background in financial services; insurance industry background a plus
Able to work equally well in a team environment and independently
Excellent written and verbal communications skills
Self-starter that is results driven to reach set activity goals on behalf of self and team
Strong computer skills (Excel and Word) with the ability to learn programs as needed
Solid quantitative problem-solving skills
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
This role is not eligible for immigration sponsorship

Benefits

Comp & perks

Comprehensive benefits
Educational initiatives
Special celebrations of the company's history, culture, and growth