📌 Core Information
🔹 Job Title: Associate, Client Communications
🔹 Company: Dimensional Fund Advisors
🔹 Location: Austin, Texas, United States
🔹 Job Type: Full-Time, Hybrid (Tues-Thurs in office, Mon & Fri flexible)
🔹 Category: Financial Services
🔹 Date Posted: April 14, 2025
🔹 Experience Level: Entry Level (1-3 years)
🔹 Remote Status: On-site with hybrid flexibility
🚀 Job Overview
Key aspects of this role include:
- Supporting the Global Client Group (GCG) in growing Dimensional's business through client relationships
- Specializing in industry event strategy, planning, and execution
- Collaborating with various teams to develop Dimensional's event-specific brand strategy
- Working closely with GCG Sales on event strategy, onsite execution, and post-event follow-up
- Evaluating and tracking ROI from industry events
ASSUMPTION: This role requires strong organizational skills, adaptability, and the ability to thrive in a dynamic, collaborative environment.
📋 Key Responsibilities
✅ Contribute to industry event strategy from start to finish, including analyzing event attendee demographics, identifying key prospecting opportunities, driving attendance to Dimensional networking events, fostering a productive onsite experience, and ensuring timely follow-up with all business opportunities
✅ Collaborate with the Events Team, Marketing Team, and Investments Team to develop Dimensional’s event-specific brand strategy
✅ Work closely with GCG Sales on pre-event proactive outreach and strategy, onsite execution, and post-event follow-up
✅ Create a standardized system for evaluating and tracking ROI from industry events
✅ Expand national Industry Event Strategy to encompass regional and channel-specific industry events
ASSUMPTION: This role involves frequent travel and requires strong communication, interpersonal, and project management skills.
🎯 Required Qualifications
Education: Bachelor's degree required with a strong academic record
Experience: 1-3 years of work experience (including internships)
Required Skills:
- Understanding of Dimensional’s investment philosophy and product offering
- Strong project management skills including project planning, time management, organization, collaboration, and attention to detail
- Excellent verbal and written communication and interpersonal skills
- Exceptional Excel skills, with ability to learn new programs as needed (CRM, PowerBI, etc.)
- Proactive and enthusiastic approach to problem-solving, and an inclination to think outside the box and lead with creativity
- Ability to work equally well in a team environment and independently, network and build strong relationships
- Willingness to travel
- SIE, Series 7, and Series 66 licenses (or attainment within the first 12 weeks of hire as a condition of employment)
Preferred Skills:
- Previous experience in event planning or a related field
- Familiarity with the financial services industry
ASSUMPTION: Applicants should have a strong interest in the financial services industry and a passion for event planning and strategy.
💰 Compensation & Benefits
Salary Range: $60,000 - $80,000 per year (based on industry standards for entry-level roles in Austin, TX)
Benefits:
- Comprehensive benefits package
- Educational initiatives and special celebrations
Working Hours: Full-time, typically 40 hours per week, with flexibility for hybrid work arrangement
ASSUMPTION: Salary range is estimated based on industry standards for entry-level roles in the financial services industry in Austin, TX.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically Investment Management
Company Size: Medium (1,001-5,000 employees), offering a mix of corporate structure and personal touch
Founded: 1981, with a history rooted in indexing and factor investing
Company Description:
- Dimensional implements evidence-based investing strategies, driven by Nobel Prize-winning insights and decades of expertise
- Committed to research, rigor, and the pursuit of truth, Dimensional has transformed the industry towards more transparent, data-driven solutions
- Offers a full suite of regional and global equity and fixed income solutions, managing $768 billion for investors worldwide
Company Specialties:
- Indexing and factor investing
- Evidence-based investing
- Global equity and fixed income solutions
Company Website: www.dimensional.com
ASSUMPTION: Dimensional's focus on research and data-driven solutions creates an environment that values analytical thinking and continuous learning.
📊 Role Analysis
Career Level: Entry-level to mid-level, with opportunities for growth and advancement
Reporting Structure: Reports to the Client Communications Team Lead within the Global Client Group
Work Arrangement: Hybrid, with a requirement to be on-site Tuesdays, Wednesdays, and Thursdays, and flexibility on Mondays and Fridays
Growth Opportunities:
- Expanding event strategy to encompass regional and channel-specific events
- Potential to take on additional responsibilities and advance within the Client Communications Team or broader Global Client Group
- Opportunities to learn and grow within Dimensional's diverse and expanding business
ASSUMPTION: This role offers a strong foundation for a career in client communications, event planning, or related fields within the financial services industry.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space with on-site amenities
Office Location(s): 6300 Bee Cave Road, Building One, Austin, TX 78746, US
Geographic Context:
- Austin, TX is known for its vibrant tech industry, live music scene, and outdoor activities
- The office is located in the West Lake Hills area, offering easy access to major highways and nearby amenities
- Austin's cost of living is generally lower than other major US cities, with a variety of housing options available
Work Schedule: Typical full-time workweek, with flexibility for hybrid work arrangement
ASSUMPTION: Austin's growing tech industry and vibrant culture create an attractive environment for young professionals.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a member of the HR team
- On-site interview with the Client Communications Team Lead and other team members
- Final interview with the Global Client Group Head
Key Assessment Areas:
- Problem-solving skills and ability to think critically
- Communication and interpersonal skills
- Project management skills and attention to detail
- Cultural fit and alignment with Dimensional's values
Application Tips:
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Demonstrate your understanding of Dimensional's investment philosophy and event planning experience
- Prepare questions to ask during the interview, focusing on the role, team, and company culture
ATS Keywords: Industry event strategy, event planning, project management, client communications, financial services, investment management, Dimensional, Austin, Texas
ASSUMPTION: Dimensional's interview process is designed to assess both technical skills and cultural fit, with a focus on finding the best candidate for the role.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- CRM software (e.g., Salesforce)
- Project management tools (e.g., Asana, Trello)
- Data visualization tools (e.g., PowerBI)
ASSUMPTION: Familiarity with these tools is preferred, but not required, as training will be provided.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Collaboration
- Excellence
- Innovation
- Client Focus
Work Style:
- Collaborative and team-oriented
- Adaptable and responsive to change
- Data-driven and analytical
- Results-focused and proactive
Self-Assessment Questions:
- How do you approach working collaboratively with diverse teams?
- Can you provide an example of a time when you had to adapt to significant changes in a project or plan?
- How do you ensure that your work is aligned with the company's values and goals?
ASSUMPTION: Dimensional values a strong cultural fit, with an emphasis on collaboration, integrity, and a client-focused mindset.
⚠️ Potential Challenges
- Frequent travel may require adaptability and resilience
- Working in a fast-paced, dynamic environment may present challenges in managing time and priorities
- Balancing event planning responsibilities with other team tasks may require strong organizational skills
- Adapting to Dimensional's unique investment philosophy and culture may present a learning curve
ASSUMPTION: These challenges can be overcome with strong communication, adaptability, and a willingness to learn and grow.
📈 Similar Roles Comparison
- Compared to Event Coordinator roles, this position offers more strategic and analytical components, with a focus on event strategy and ROI evaluation
- Within the financial services industry, this role is unique in its focus on industry event strategy for an investment management firm
- Career progression may include moving into more senior event planning roles, or transitioning into other areas of client communications or business development
ASSUMPTION: This role offers a unique blend of event planning, strategic thinking, and client-focused responsibilities within the financial services industry.
📝 Sample Projects
- Planning and executing a national industry conference, including logistics, speaker management, and attendee engagement
- Developing a targeted marketing campaign to drive attendance to a regional industry event
- Analyzing event data to identify trends, optimize future events, and maximize ROI
ASSUMPTION: These sample projects illustrate the range of responsibilities and strategic thinking required for this role.
❓ Key Questions to Ask During Interview
- How does this role fit into the broader Client Communications Team and Global Client Group?
- What are the most significant challenges facing the team or company that this role will help address?
- How does Dimensional support the growth and development of its employees?
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does Dimensional's unique investment philosophy influence the event strategy for this role?
ASSUMPTION: These questions demonstrate a proactive and engaged approach to understanding the role and company culture.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Prepare for interviews by researching Dimensional's investment philosophy, event planning experience, and company culture
- Follow up with the Recruiter after submitting your application to confirm receipt and express your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
