Associate, Global Client Group

1 week ago

Charlotte, United States Dimensional Fund Advisors Full time

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 Enterprise channel is responsible for working with large RIAs and intermediaries across the country. Our Associates provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. 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 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 expectedQualifications: Bachelor's degree required with a strong academic record 2-4 years of experience in the Financial Services IndustrySolid 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 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 (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#LI-HybridDimensional 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.

  • Associate, Global Client Group

    2 days ago

    Charlotte, North Carolina, United States Dimensional Fund Advisors Full time

    Notes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and...

  • Associate, Global Client Group

    1 day ago

    Charlotte, United States Dimensional Fund Advisors, L.P. Full time

    Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and...

  • Associate, Global Client Group

    1 day ago

    Charlotte, United States Dimensional Fund Advisors, L.P. Full time

    Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and...

  • Associate, Global Client Group

    1 day ago

    Charlotte, United States Dimensional Fund Advisors, L.P. Full time

    Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and...

  • Internship in Global Client Group

    2 weeks ago

    Charlotte, United States Dimensional Fund Advisors Full time

    Job Description: Dimensional Fund Advisors is seeking undergrad or graduate level students actively pursuing a degree to join our 2026 summer internship program. This nine-week program will expose interns to the day-to-day activities of an Analyst in Global Client Group’s Operations department.The GCG Operations Intern (Client Reporting) will support...

  • Global Client Group Operating Officer

    4 weeks ago

    Charlotte, United States Barings Full time

    GCG Operating OfficeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of...

  • Internship in Global Client Group

    2 weeks ago

    Charlotte, United States Dimensional Fund Advisors Full time

    Job Description: Dimensional Fund Advisors is seeking undergrad or graduate level students actively pursuing a degree to join our 2026 summer internship program. This nine-week program will expose interns to the day-to-day activities of an Analyst in Global Client Group’s Operations department.The GCG Operations Intern (Data & Tools) will support several...

  • Institutional Client Relationship Associate

    1 week ago

    Charlotte, United States Allspring Global Investments Full time

    Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and...

  • Institutional Client Relationship Associate

    4 weeks ago

    Charlotte, United States Allspring Global Investments Full time

    DescriptionElevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive...

  • ESOP Sr. Client Service Manager 1

    4 weeks ago

    Charlotte, United States Associate Staffing Full time

    3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Associate Staffing. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $81,900.00/yr - $115,000.00/yr Who We Are A Fortune 500 financial services corporation, with...