Associate, Global Client Group (Bank Trust Group)

Dimensional•Charlotte, NC

About The Position

The Global Client Group (GCG) is Dimensional’s distribution arm, responsible for developing new business relationships and managing current relationships with global clients. 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, learning about clients’ evolving needs and collaborating to improve their investment experience. The role particularly supports growth in ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates may work directly with clients, prospects, and intermediaries to develop and expand professional relationships. Some travel may be expected. The role is not eligible for immigration sponsorship.

Requirements

Bachelor’s degree with 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.
Able 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 market research and its application to portfolio management.