Dimensional

Associate, Global Client Group (Bank Trust)

Dimensional

3 months ago
Charlotte, NC
Hybrid
Full Time
Junior
0 applicants
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Dimensional
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About this role

The Associate position within the Global Client Group at Dimensional focuses on developing and managing business relationships with global clients, specifically within the Bank Trust channel. It involves understanding the evolving needs of clients to provide value and enhance their investment experience, supported by Regional Directors in various client service and business development activities.

Skills

Qualifications

Bachelor's degree2-4 years of experienceSIESeries 7Series 63/66 licenses
Dimensional

About Dimensional

dimensional.com

Experience Dimensional Investing. Learn how we put financial science to work for clients around the world.

About Dimensional

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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