Enterprise Client Associate, Global Investments

Dimensional; Charlotte (NC); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Dimensional Fund Advisors seeks an Associate for the Global Client Group (Enterprise) in Charlotte to support relationship management with large RIAs and intermediaries. You will assist with portfolio analyses, client service, and business development activities for enterprise clients.

You will develop market insights, contribute to marketing materials, and collaborate with Sales & Client Service teams. A Bachelor's degree and 2–4 years in financial services are required, with Excel proficiency

Qualifications

• Bachelor's degree required with a strong academic record.
• 2-4 years of experience in the Financial Services Industry.
• Solid understanding of Dimensional's investment philosophy.
• Strong analytical skills.
• Strong quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented.
• Self-starter capable of managing multiple projects and deadlines.
• Intention to pursue outside investment-related education (MBA, CFA, CFP).
• SIE, Series 7, and Series 63/66 licenses required within 12 weeks of hire.

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.
• Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service.
• 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 skills

Verbal & written communication

Interpersonal skills

Detail-oriented

Self-starter

Teamwork

Excel

Access

Education

Bachelor's degree

Tools

Excel

Access

Job description

Dimensional Fund Advisors seeks an Associate for the Global Client Group (Enterprise) in Charlotte to support relationship management with large RIAs and intermediaries. You will assist with portfolio analyses, client service, and business development activities for enterprise clients.

You will develop market insights, contribute to marketing materials, and collaborate with Sales & Client Service teams. A Bachelor's degree and 2–4 years in financial services are required, with Excel proficiency