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 in the office or remotely 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.
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) leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The role of Manager, Business Data will be responsible for driving the data governance strategy for key systems used in sales enablement and sales management within the GCG. Day-to-day work will involve managing of a team of data analysts, driving key projects and ensuring data quality and operational excellence for internal-facing systems and third-party data, in addition to other critical business intelligence functions.

This role is part of the larger GCG Business Insights & Tools team. The team sits within the GCG Operations group, which supports the operational needs of the GCG in the areas of business insights, sales systems product management, intermediary relationships, client onboarding, and administrative services. The goal of the GCG is to help Dimensional’s clients deliver an outstanding experience for their clients by supporting them in the areas of investments, communication, and strategy.

Responsibilities

Lead a team of analysts in maintaining accuracy and timeliness of critical client asset and cash flow data, CRM data governance initiatives, lead generation, and competitive intelligence datasets across all sales channels of the business.
Manage strategy for effective data linkage across Dimensional systems, including CRM, CARS, and third-party industry data, utilizing various global data sources in the US, EMEA, and APAC regions.
Manage multiple projects with end-users and determine project priorities.
Partner closely with the sales technology team on requirements for data systems.
Meet regularly with sales channels to understand data needs and identify areas for improvement.
Build, implement and socialize processes that support data governance; influence teams to adopt processes and improve data quality

Expand proactive monitoring and escalation processes for data issues
Define and measure KPIs for the quality of Dimensional’s sales data.

Act as subject matter expert for projects involving customer data for reporting on key performance indicators within the Global Client Group
Document current and proposed business process flows
Assist team with complex user data requests
Train, mentor, and coach direct reports to elevate great talent and help build their career path

Qualifications

Bachelor's degree required; coursework in mathematics, statistics, computer science, or finance/accounting is preferred
6+ years’ experience in consulting, data management, data analytics, business analysis, or similar role
Experience managing and leading team members (directly or indirectly) and building a long-term team strategy
Demonstrated interest in helping sales teams make process-driven, data-informed decisions
Proactive in nature, and capable of managing multiple projects and meeting deadlines
Documented analytical and quantitative skills; strong background with large data sets and the data analysis process
Excellent computer skills (SQL, Microsoft Power BI/Power Apps/Dataverse, Excel, R/Python, and automation) with the ability to quickly learn and become proficient in new programs and languages
Experience with CRM systems such as Microsoft Dynamics
Ability to gather requirements amid ambiguity
Detail-oriented while maintaining a big picture focus
Ability to independently define and manage change within existing business processes
Interpersonal communication, verbal, and written skills; adept in explaining technical concepts to non-technical users
Work equally well in a team environment and independently

Nice To Have

Understanding of master data management (MDM) tools and best practices
Experience with Microsoft Power BI or Tableau, Microsoft Power Apps, or Power Automate
Experience with financial industry regulatory data such FINRA and SEC filings (and/or global equivalents) a plus
Experience with data providers such as Discovery Data, Broadridge, Envestnet, Money Market Directory, FinSearches, etc. a plus.

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.