Notes to applicants :
Job Description :
The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience.
Our Insurance Group sits within our Traditional Institutional Group and is responsible for working with Dimensional's strategic insurance clients to expand existing relationships and develop new ones. The team is responsible for driving business to client solutions that include subadvisory, ETFs, variable insurance trusts, fixed index annuity multi-asset indices, and registered index-linked annuity indices. Our Analysts provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will gain an understanding of clients' evolving needs, identify where we can add value and collaborate to provide a better investment experience. With proven success, Analysts will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.
Responsibilities :
Qualifications :
#LI-Hybrid
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Insurance Analyst • Austin, TX, United States