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Associate, Global Client Group (Bank Trust Group) at Dimensional Fund Advisors - ApplyBlast

Associate, Global Client Group (Bank Trust Group)

Dimensional Fund Advisors

1 day ago

3.6 on Glassdoor

Charlotte, North Carolina, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Associate role within Dimensional's Global Client Group supports the Bank Trust channel by managing relationships with bank and trust-based wealth management firms. The position involves developing portfolio analyses, delivering educational webinars, and assisting with marketing materials to enhance client investment experiences. Associates will collaborate with sales and client service teams to identify value opportunities and expand business relationships.

Responsibilities

Develop and construct complex portfolio analysis for current Advisor clients and prospects
Identify and discuss key findings of portfolio analyses to clients
Deliver educational investment related webinars to Advisor clients