Manager, Client Relations Group

Job Description

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 which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. 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. 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) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. GCG is responsible for developing new business relationships, as well as managing current relationships with our global clients. GCG are a group of business development and client service professionals working closely together to build strong relationships with the largest and most sophisticated asset owners in the country. We take the time to gain an understanding of clients’ evolving needs, identify where we can add value, and collaborate to provide a better investment experience. The Role: This is a unique opportunity for an enthusiastic and ambitious individual to join a collaborative, high-calibre and growing team in an organisation that has a strong track record of promoting from within. You will work in a dynamic culture of collaboration and innovation as part of a global business. This position will be responsible for leading a team of dedicated Client Relations Group representatives based in Sydney who provide support to the GCG. Responsibilities: Lead, mentor, and manage a team providing guidance, support, and fostering a collaborative environment. Work with the team to streamline and optimise processes that enhance productivity and efficiency across channels and departments. Identify training needs within the team and provide relevant coaching and development opportunities on complex investment presentations. Develop and deliver educational investment and sales-related presentations to CRG. Conduct regular performance evaluations, provide constructive feedback, and recognise top performers. Address and resolve any issues or challenges that arise within the team, ensuring a proactive and solutions-oriented approach. Collaborate with key stakeholders across the firm to facilitate team and channel goals. Support and strategically partner with departmental and channel heads. Prepare Excel and PowerPoint presentations for senior leadership, often on sensitive or confidential matters. Desirable experience and attributes: At least 2 years of experience managing teams in a global funds management or financial services business. Strong leadership, team management, and delegation skills, with a track record of developing and motivating teams. Strong stakeholder management skills with a track record of supporting multiple departments and senior leaders in a matrix environment. Investment management industry experience in a client service capacity. A strong sense of professional and personal integrity and high ethical standards. Demonstration of initiative, accountability, and a focus on delivering consistent quality work. Excellent written and verbal communication skills, particularly with regards to conveying policy, guidelines, expectations, and responsibility in a clear and compelling manner. Ability to prioritise and exercise time management skills. A strong academic background is preferred. Strong organizational skills and an unwavering attention to detail. A problem-solving mindset with a proactive approach to challenges. Qualifications: Bachelor's degree required. MBA and/or CFA strongly preferred. 5+ years of experience in the Financial Services/Investment industry. A proven track record and history of sales success is preferable. Able to work equally well in a team environment and independently. Self-starter who is capable of managing multiple projects and meeting deadlines. Strong computer skills (Excel and PowerPoint) with the ability to learn programs as needed. 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. #J-18808-Ljbffr