Specialist, SMA Solutions - Charlotte, United States - Dimensional Fund Advisors L.p.

Description

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 Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in helping develop Dimensional's long-term strategy.

The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to clients.

The team also leads the development of the firm's investment approach, the application of that approach through portfolio management and trading, and the implementation of technology solutions that make the investment process more efficient.

The SMA Solutions team, part of Dimensional's Research Department, seeks an SMA Specialist to play a critical role servicing and enhancing Dimensional's SMA offering.

The successful candidate will develop expertise in investment strategies and tax management, portfolio analytics, technology, and operations to deliver excellent client service.

The position also will develop familiarity with Dimensional's investment philosophy and implementation process to support clients in the context of our overall relationship.

Responsibilities:
Provide day-to-day client service including new account onboarding, live account service, and custody support.

Help advisors understand their options for solving client investment challenges, from transitioning existing client portfolios to discussing portfolio characteristics and performance.

Contribute to SMA service delivery by identifying process improvement opportunities.
Anticipate, identify, and resolve SMA operational issues.
Develop solution offering knowledge to advocate for Dimensional's investment process as implemented in SMAs.


Qualifications:
Bachelor's degree in Finance, Accounting, Business, Economics or related field required.

Experience in a client service function, excellent critical thinking and written communication skills; ability to accurately present detailed information to clients and escalate issues.

Ability to work collaboratively in a team environment and impact and influence others across the organization to grow an innovative, fast-growing business with high visibility.

Detail oriented and ability to prioritize multiple assignments in a fast-paced environment to meet deadlines.
MS Excel skills preferred.
Active Series 7 or must complete the exam within the first six months of employment.

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.

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