Associate, Practice Management
2 days ago
Job Description :
Associate, Practice Management
An Associate on the Practice Management ("PM") Team will be responsible for supporting Dimensional's practice management research and business intelligence initiatives supporting advisors. The position will support the team's efforts to engage with both existing and new clients, ensure the continued success of cornerstone studies, and enhance the consulting tools and resources provided globally.
Responsibilities :
- Support global benchmark studies and surveys by managing data requests, assisting in study administration, and maintaining the study platform (Medallia).
- Assist in the collection, administration, and interpretation of study data.
- Manage complex PM initiatives, including coordinating with internal teams, developing messaging and training, and analyzing data.
- Collaborate with the GCG team to design and build practice management tools and resources for advisors and aligned firms.
Qualifications :
- Bachelor's degree.
- 1-4 years of professional experience.
- Team-oriented with the ability to establish effective relationships, gain commitment, and work across internal teams.
- Highly collaborative with strong interpersonal skills.
- Excellent time management and multi-tasking abilities.
- Analytical, quantitative, and creative problem-solving skills.
- Detail-oriented with a big picture perspective.
- Strong verbal and written communication skills.
- Proactive, able to work independently and in teams.
- Customer-focused with ability to build trust and confidence.
- Excellent organizational skills with the ability to prioritize multiple projects.
Dimensional offers a variety of programs to support your well-being, career development, including comprehensive benefits, educational initiatives, and cultural celebrations.
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