Associate, Global Client Group – Traditional Institutional Group

Dimensional Fund Advisors

Associate in Global Client Group managing relationships and analytical support for large institutional clients. Collaborating with sales teams to enhance client investment experiences and support due diligence.

Posted 7/1/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
Prepare presentation materials to be used in meetings with institutional clients and prospects.
Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
Provide quality control for the data included in client reports and requests.
Facilitate the completion of due diligence requests and client questionnaires.
Help maintain CRM database.
Build marketing lists for institutional luncheons, investment forums and conferences.
Review and edit RFPs.
Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.
Some travel may be expected.

Requirements

What you’ll need

Bachelor's degree required with a strong academic record
Background or strong interest in the Financial Services Industry
2+ years of work experience in Financial Services or similar field preferred.
Asset Management experience a plus
Detail-oriented, organized, proactive, team-player
Able to work equally well in a team environment and independently
Self-starter who is capable of completing multiple projects within set deadlines
Excellent written and verbal communication skills
Strong computer skills (Excel and Word) with the ability to learn programs as needed
Solid quantitative problem-solving skills
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)

Benefits

Comp & perks

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.

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Hard Skills & Tools

Data CompilationQuality ControlRFP Review and EditingPresentation PreparationDue Diligence Facilitation

Soft Skills

Detail-OrientedOrganizedProactiveTeam-PlayerExcellent Communication Skills

Certifications

SIE LicenseSeries 7 LicenseSeries 63 LicenseSeries 66 License