Associate, Global Client Group (Traditional Institutional Group - Consultant Relations)

As an Associate within Dimensional's Global Client Group Consultant channel, you will support regional directors and senior associates in managing relationships with institutional clients globally. Key duties include preparing presentation materials, compiling performance data for client meetings, ensuring data quality in reports, and facilitating due diligence requests. You will collaborate with cross-functional teams including research, portfolio management, and marketing to help win and retain business while maintaining the CRM database.