Associate, Global Client Group (Bank Trust Group)

Dimensional Fund Advisors•Charlotte, NC

7d•Hybrid

About The Position

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that serve a diverse client base. GCG develops new business relationships and manages existing relationships with global clients, working to understand their evolving needs and collaborate on solutions that improve their investment experience. The Bank Trust channel works with bank- and trust-based wealth management firms across the country. Associates provide relationship management and support to Sales and Client Service teams in business development and client retention activities. They develop an understanding of clients’ needs, identify ways to add value, and collaborate to improve the investment experience, particularly in growing ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates may have the opportunity to work directly with clients, prospects, and intermediaries to develop and expand professional relationships.

Requirements

Bachelor’s degree and a strong academic record.
1–3 years of experience 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.
Ability to work effectively both in a team environment and independently.
Self-starter capable of managing multiple projects and meeting deadlines.
Strong computer skills, including Excel and Access, and ability to learn programs as needed.
Intention to pursue outside investment-related education, such as an MBA, CFA, or CFP.
SIE, Series 7, and Series 63/66 licenses, or attainment within the first 8 weeks of hire as a condition of employment.

Responsibilities

Develop and construct complex portfolio analyses for current Advisor clients and prospects.
Identify and discuss key findings from portfolio analyses with clients.
Deliver educational investment-related webinars to Advisor clients.
Assist in the initial development of investment-related marketing materials and charts.
Develop a robust understanding of Advisor business practices.
Develop a deep understanding of capital markets research and its application to portfolio management.
Travel may be expected.