Associate, Conference Strategy

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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 (GCG) 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 consistently impeccable client experience. The Client Communications team is responsible for helping strategically support the GCG teams and the services provided to our clients in several areas, including content project management, virtual communications, conferences, client events, and other client communications.

Conferences, and client events, have been a key part of how Dimensional has engaged with clients and prospects for decades. The Associate’s role is to work directly with the Conference Strategy team, and collaboratively with the Client Communications team, to strategically support the needs of the GCG and work to maintain an excellent client experience. With initiative and proven success, the Associate will have the opportunity to specialize in the areas of client education, conference content and strategy, and speaking and speaker training.

Responsibilities:

• Managing the team inbox to quickly field ad-hoc requests and inquiries from GCG, clients, prospects, and end-investors
• Assisting with event strategy from start to finish, including live production of broadcast for virtual conferences and day of management for live, in person conferences
• Interacting with clients, end-investors and external speakers during events
• Assisting in the planning, executing, and overseeing of client experience projects to ensure they are completed on time, within budget, and to the required quality standards.
• Collaborating with multiple groups outside of GCG including Marketing, Corporate Services, Research, ISG, and the executive team to execute deliverables and streamline processes, including presentation content, client materials, and team resources
• Assisting in the continuing education process to elevate our offering for clients: writing descriptions, working with events and webcast teams to keep requirements current, and communicating with GCG to assist in client events
• Opportunity and option for national travel to oversee the smooth execution of conferences and linked events
• Gaining a deep understanding of the required technology to execute both in-person and virtual conferences
• Spearheading data reconciliation and reporting utilizing the CRM and PowerBI
• Coordinating speaker assignments and training for conferences and client events
• Collaborating with Marketing to create and maintain web content for events on MyDimensional

Qualifications:

• Bachelor's degree required with a strong academic record
• 1-2 years’ experience in the Financial Services Industry (including internships)
• Strong project management skills including project planning, time management, organization
• Ability to quickly and effectively respond to rapidly changing business needs and urgent requests
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Ability to work equally well in a team environment and independently
• Confidence to ask questions and work collaboratively
• Strong computer skills with the ability to learn programs as needed
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
• Ability to successfully pass the SIE, Series 7, and Series 66 within the first 3 months of employment

#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.