The Robert Toigo Foundation

Senior Associate, Consultant Relations

Dimensional Fund Advisors
November 19, 2021
Charlotte, North Carolina
Job Type


Apply Here: Senior Associate, Consultant Relations (

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 where one works best 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.

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 Consultant channel is responsible for working with the investment consultant community across the globe and partnering with the rest of our Sales teams.  The Consultant Relations Senior Associate will be internally-focused and will work closely with the Global Client Group, Research, Portfolio Management and Trading teams to win and retain institutional client business.



  • Demonstrate the confidence and ability to be a leader within Consultant Relations team

  • Have a deep and robust understanding of industry landscape – consultants, clients, competitors, asset classes, key trends, business strategy

  • Successfully complete Principles of Dimensional Investing

  • Provide proactive support for RDs with consultant relationships

  • Manage projects independently from Manager/RDs

  • Teach and mentor less-experienced colleagues, including peer review of their work 

  • Deepen relationships with peers at consultant firms

  • Follow industry and consultant trends/developments and communicate findings to team

  • Contribute to the increase of buy ratings across investment platform

  • Partner with colleagues responsible for developing institutional business in North America



  • Bachelor's degree with strong academic record

  • 5-7 years’ experience in the Financial Services Industry, Institutional knowledge a plus

  • Excellent verbal and written communication skills

  • Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work

  • Work independently, prioritize, stay organized, and exercise time management

  • Demonstrate of initiative and accountability

  • Maintain a strong sense of professional and personal integrity

  • Strong PC skills and proficiency in MS Office applications are essential

  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66


Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.


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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

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