Associate, Global Client Group (Bank Trust Group)

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Dimensional Fund Advisors in Charlotte, NC is seeking an Associate in the Global Client Group (Bank Trust Channel) to support relationship management and business development for advisor clients. You will develop portfolio analyses, discuss key findings, and deliver educational webinars.

This role requires a Bachelor's degree and 1–3 years in financial services, strong analytical and communication skills, proficiency in Excel and Access, and a willingness to pursue MBA, CFA, or CFP.

Qualifications

• Bachelor's degree with a strong academic record
• 1–3 years in the Financial Services Industry (including internships)
• Solid understanding of Dimensional’s investment philosophy
• Strong analytical skills
• Solid quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter capable of managing multiple projects and meeting deadlines
• Strong computer skills (Excel and Access) with the ability to learn programs as needed
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
• This role is not eligible for immigration sponsorship

Responsibilities

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses to clients
• Delivering educational investment related webinars to Advisor clients
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Some travel may be expected

Skills

Analytical

Quantitative

Communication

Detail-oriented

Team player

Self-starter

Multi-project

Excel

Learning programs

Education

Bachelor's degree

Tools

Excel

Access

Job description

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.

Our Bank Trust channel is responsible for working with bank & trust-based wealth management firms across the country. Our Associates provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses to clients
• Delivering educational investment related webinars to Advisor clients
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Some travel may be expected

Qualifications

• Bachelor’s degree required with a strong academic record

• 1-3 years’ experience in the Financial Services Industry (including internships)

• Solid understanding ofDimensional’sinvestment philosophy

• Strong analytical skills

• Solid quantitative problem-solving skills

• Excellent verbal and written communication and interpersonal skills

• Detail-oriented

• 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 Access) with the ability to learn programs as needed

• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)

• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)

• This role is not eligible for immigration sponsorship

#LI-Hybrid

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.