Associate, Global Client Group

Dimensional Fund Advisors•Charlotte, NC

11d•Hybrid

About The Position

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 National Relationship Group (NRG) team is responsible for working with independent financial advisors (RIAs) across the country. Analysts provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will gain an understanding of clients’ evolving needs to help identify where we can add value and collaborate to provide a better investment experience. With proven success, Analysts will have the opportunity to work directly with clients and prospects to develop and expand personal and professional relationships. This role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast.

Requirements

Bachelor's degree required with a strong academic record
1-3 years of experience in the Financial Services Industry (including internships)
Understanding of Dimensional's investment philosophy
Proactive desire to learn
Strong analytical skills
Strong 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 can manage 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 (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 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
Answering the Financial Advisor client service line 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
Developing a robust understanding of the advisor industry and related business practices
Some travel may be expected