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Associate, Global Client Group (Enterprise)

United States

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Job details

Education: Bachelor’s degree
Experience: 2-4 years of experience in the Financial Services Industry
Posting language: English
Posted: Nov 9, 2026

Original job description

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 expected

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
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

Dimensional 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.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

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More about this job

Skills

Sales
Market research
Analytical skills
Problem solving
Communication skills
Interpersonal skills
Computer skills
Microsoft Excel
Microsoft Access
CFA
Securities

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