Analyst, Global Client Group (National Relationship Group)

Posted 5 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Junior
Financial Services
The Role
Provide analytical and relationship support to Regional Directors and financial advisor clients: build and present complex portfolio analyses, deliver educational webinars, answer advisor service inquiries, assist marketing material development, and learn advisor business practices and capital markets. Some travel required.
Summary Generated by Built In
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 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.

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

Qualifications:

  • 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.

#LI-Hybrid

    

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. 

Skills Required

  • Bachelor's degree
  • 1-3 years of experience in the Financial Services Industry (including internships)
  • Understanding of Dimensional's investment philosophy
  • Strong analytical skills
  • Strong quantitative problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Detail-oriented
  • Ability to work in a team environment and independently
  • Self-starter who can manage multiple projects and meet deadlines
  • Strong computer skills (Excel and Access) with ability to learn new programs
  • Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
  • SIE, Series 7, and Series 63/66 licenses required and must be obtained within first 12 weeks of hire

Dimensional Fund Advisors Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Dimensional Fund Advisors and has not been reviewed or approved by Dimensional Fund Advisors.

  • Wellbeing & Lifestyle Benefits Work–life balance is portrayed as notably strong and is often framed as part of the total package. Feedback suggests lifestyle and culture help offset only average cash levels for many roles.
  • Healthcare Strength Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and HSA/FSA options. An on‑site clinic in Austin and wellness programs are cited as meaningful adds to the overall offering.
  • Leave & Time Off Breadth PTO and holidays are characterized as generous, with parental leave and adoption assistance highlighted as part of the package. Feedback suggests time‑off policies are a consistent bright spot across locations where available.

Dimensional Fund Advisors Insights

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The Company
HQ: Austin, TX
1,490 Employees
Year Founded: 1981

What We Do

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.

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