UK Wealth Management Team Relationship Manager

1 month ago

London, Greater London, United Kingdom Dimensional Fund Advisors Full time
Senior Associate, Client Relationship Management

The Global Client Group at Dimensional Fund Advisors plays a pivotal role in fostering long-term client relationships and expanding the company's presence in the marketplace. As part of this dynamic team, you will collaborate closely with institutions and financial advisors to deliver exceptional client experiences.


The UK Wealth Management team is a high-growth channel for Dimensional, focusing on building relationships with Wealth Managers, Discretionary Fund Managers (DFMs), and Family Offices throughout the UK. By developing strong connections with these organizations, Dimensional can better understand their investment needs and identify opportunities.


This role reports directly to the Head of the Client Relationship Group, EMEA, while being deeply embedded in the UK Wealth Team. You will receive guidance and leadership from your colleagues within the team.


This is an excellent opportunity to join a distinguished group of professionals who demonstrate drive, ambition, and initiative. In return, you will be rewarded with genuine career development opportunities and the chance to grow with a forward-thinking organization.


About the Role:


  • Support Regional Directors in carrying out business development, relationship management, and client retention activities.
  • Actively empowered to lead a designated group of organizations and implement a proactive outreach strategy.
  • Attend and lead appropriate meetings with clients and prospects.
  • Develop and maintain client-facing presentations and other aspects of business procurement, such as RFPs, DDQs, and questionnaires.
  • Collaborate with teams across Dimensional, locally and globally, to manage projects and initiatives for the Global Client Group.
  • Articulate Dimensional's investment approach and its benefits to clients.
  • Identify and develop processes or methodologies that enhance service delivery to clients.
  • Maintain up-to-date knowledge of our investment strategies.
  • Review work, mentor, guide, and share feedback with new and current team members.
  • Foster and leverage relationships with new colleagues and DFA offices.

Key Requirements:


  • Significant experience in business development and client servicing within the UK Wealth or Institutional market.
  • A strong track record of delivering exceptional client service.
  • Proven analytical and numeracy skills with attention to detail.
  • Excellent time management and prioritization skills.
  • Resourceful and analytical approach.
  • Strong written and verbal communication skills with presentation capability.
  • Ability to thrive in a fast-paced environment and meet tight deadlines.
  • Confident self-starter capable of managing multiple projects.
  • Project management skills are highly regarded.
  • Bachelor's Degree or equivalent in Finance, Business, Economics, or a related field – preferred.
  • Proficiency in Excel, PowerPoint, and Word.
  • CFA IMC certificate or ability to obtain it within six months.

Dimensional offers a comprehensive package of benefits, educational initiatives, and celebrations of our history, culture, and growth. The estimated annual salary for this position is £60,000 - £80,000, depending on experience.

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