Analyst, Global Client Group (National Relationship Group)

Dimensional Fund Advisors

# Associate, Global Client GroupApplylocations: Charlottetime type: Full timeposted on: Posted Yesterdayjob requisition id: 2026-8953### ### **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 expectedQualifications:* 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 employmentThis 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.### Similar Jobs (2)#### Analyst, Global Client Group (Insurance)locations: 2 Locationstime type: Full timeposted on: Posted 4 Days Ago#### Analyst, Global Client Group (Insurance)locations: 2 Locationstime type: Full timeposted on: Posted 4 Days Ago### About UsAt Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.For more information about Dimensional and our current opportunities, please visit our Careers site.*Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.*### Notes to applicants* Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.* Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.* Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
J-18808-Ljbffr Dimensional Fund Advisors

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Analyst, Global Client Group (National Relationship Group) in Charlotte, NC vacancy

Analyst, Global Client Group (National Relationship Group)
...Global Client Group Analyst The Global Client Group (GCG) is Dimensional's distribution arm, comprising... ...for developing new business relationships as well as managing current relationships... ...investment experience. Our National Relationship Group (NRG) team is responsible...
Suggested
Internship
Dimensional Fund Advisors
Charlotte, NC
5 days ago
Global Client Group Analyst (Hybrid)
Dimensional Fund Advisors is seeking an Associate for the Global Client Group in Charlotte. You’ll support regional directors with portfolio analyses, client engagement, and educational webinars for financial advisor clients on the East Coast. The role emphasizes analytical...
Suggested
Work at office
Dimensional Fund Advisors
Charlotte, NC
3 days ago
US Global | Chinese Services Group | Project Management Senior Consultant
$84.3k - $173.3k
...Deloitte US Chinese Services Group (CSG) - Project... ...deliver coordinated, relationship-driven, and market-informed... ...role will help manage client-related programs,... ...your inquiries to the Global Call Center (GCC) at USTalentCICInbox... ..., gender identity, national origin, age,...
Suggested
Work at office
Local area
Visa sponsorship
Deloitte
Charlotte, NC
3 days ago
SAVP, CIB Banking COO Group - Sr Business Execution Consultant
$87k - $140k
...government and institutional clients. We focus on our... ...for their total relationship with Wells Fargo.CIB Chief... ...Corporate Banking COOs, Group Heads, and Industry... ...working capital, etc.), global market awareness (currency... ..., gender identity, national origin, disability,...
Suggested
Full time
Work experience placement
Work at office
Wells Fargo
Charlotte, NC
2 days ago
Traveling Project Manager - National Building Group
Since this group operates nationally, this position requires full‑time travel, on‑site to the project location. The above‑mentioned location... ...to ensure successful project delivery and to strengthen client relationship. Assists in the preparation of estimates for the...
Suggested
Full time
Contract work
Temporary work
For subcontractor
Flexible hours
Layton Construction
Charlotte, NC
3 days ago
Business Technology Analyst- Process Transformation Automation Group
$92.82k - $109.2k
...installation and implementation in accordance with client needs. Role Summary Team/Business Line:... ...TPSS), Process Transformation Automation group. Role Purpose: Capture and document... ...regard to race, religion, color, sex, national origin, age, sexual orientation, gender...
Temporary work
Work experience placement
Work at office
Local area
U.S. Bank
Charlotte, NC
2 days ago
Healthcare Services Group (HSG) Analyst I
...supporting Healthcare Services Group (HSG) Bankers and leadership... ...-profit healthcare services clients. Responsibilities include financial... ...calls, and strategic relationship planning. Assists in the development... ..., religion, citizenship or national origin, age, sexual...
Full time
Part time
Work experience placement
Shift work
Day shift
Crump Life Insurance Svcs Inc
Charlotte, NC
5 days ago
Traveling Assistant Project Manager - National Building Group
Since this group operates nationally, this position will require relocation to the project site. The... ...customer needs and cultivates customer relationships. Promotes Layton business... ...updates as needed. Develops the monthly client pay requests and follows up on the collection...
Contract work
Temporary work
For subcontractor
Relocation
Flexible hours
STO Building Group Careers
Charlotte, NC
4 days ago
Analyst, Business Data
Job Description:The Analyst, Business Data will support sales... ...efforts. Working with the Global Client Group (GCG) operations team, sales... ...product management, intermediary relationships, client onboarding,... ...expression, transgender identity, national origin, age, mental or...
Full time
Internship
Dimensional Fund Advisors
Charlotte, NC
5 hours ago
Integrated Client Sales Relationship Manager - Institutional Client Group
$124.36k - $146.3k
...aligns with their experience.We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on... ...without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity,...
Full time
Work experience placement
Work at office
Local area
Remote work
Flexible hours
3 days per week
US Bank
Charlotte, NC
2 days ago
Senior Research Analyst
$85.28k - $159.92k
...skilled Senior Research Analyst with Intellectual... ...to join our global Research & Information... ...professionals.Key relationships This position is... ..., industry, and client-related research requests... ...and industry groups to develop subject... ..., creed, color, national origin, ancestry,...
Full time
Temporary work
Work at office
Local area
Remote work
Monday to Friday
Weekend work
Afternoon shift
K&L Gates
Harrisburg, NC
2 days ago
Relationship Manager - Global Payment Solutions - Payment Clients, Vendors, Networks, Partners
$117.5k - $185k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...:Serves as a lead primary Relationship Manager for a portfolio of large corporate... ...contributions of their line of business and/or group; and the overall success of the Company....
Full time
Work at office
Work from home
Flexible hours
Shift work
Day shift
Bank of America
Charlotte, NC
1 day ago
Business Analyst
$91k - $136.24k
...Description: The Business Analyst defines, develops... ...to external clients, vendors, or... ...Ability to build relationships and collaborate effectively... ...stakeholder groups Physical Requirements... ...the world's leading global financial... ...gender identity, national origin, age, disability...
Work experience placement
Work at office
Local area
Work from home
Flexible hours
TD Bank Group
Charlotte, NC
3 days ago
Tax Delivery Manager, Global Employer Services - Individual Client Services
$105.38k - $215.38k
...the ability to interact with clients on their personal tax matters?... ...Tax Delivery Manager role in Global Employer Services (GES) Delivery... ...- Individual Client Services group, you will Own end-to-end delivery... ...orientation, gender identity, national origin, age, disability or...
Work at office
Local area
Deloitte
Charlotte, NC
1 day ago
Cyber Risk Consultant
...Build strong collaborative relationships across cybersecurity,... ...75% of the Fortune Global 100. We are committed to accelerating client success and positively... ...NTT DATA is part of NTT Group, which invests over $3... ...orientation, gender identity, national origin, disability or...
Full time
Temporary work
Work at office
Remote work
Flexible hours
NTT
Charlotte, NC
4 days ago
Group Employee Benefits Consulting Manager
Accenture is a leading global professional services... ...99,000 people serving clients in more than 120 countries... ...with strong ecosystem relationships. We combine our... ...communities. Visit us at .Group Benefits managers are... ...color, religion, sex, national origin, ancestry, disability...
Full time
Live in
Work at office
Local area
Accenture
Charlotte, NC
2 days ago
Data lineage analyst with Risk background
...ability to help our clients stay a step ahead... ...a Data lineage analyst with Risk background... ...various functional groups (technical,... ...broad-based business relationships across the enterprise... ...Corporation, a top 10 global business and IT... ..., citizenship, national origin, ancestry,...
For contractors
Work at office
NTT DATA
Charlotte, NC
2 days ago
North Carolina Water Business Group Project Delivery Leader
North Carolina Water Business Group Project Delivery Leader - ( 19... ...collaboratively with local and national leadership to establish the... ...and engineering services to our clients. They will report to the Area... ...for great talent to join our global teams. #J-18808-Ljbffr Fashion...
Full time
Local area
Fashion Institute of Design & Merchandising
Charlotte, NC
2 days ago
Operations Research Analyst
...on providing value to clients through tailored solutions... ...190 professionals globally to complete a wide variety... ...Operations Research Analyst (Contract Contingent)... ...education using focus groups, surveys, and... ...color, creed, religion, national origin, sex, sexual orientation...
Full time
Contract work
Temporary work
For contractors
Remote work
Flexible hours
Prosidian Consultng
Charlotte, NC
2 days ago
Senior Noise Analyst
...for a Senior Noise Analyst to support our Mid... ...and growth of our clients. Growing into... ...maintain great working relationships with staff,... ...employee resource groups, participate in community... ...is a global leader in sustainable... ...colour, religion, sex, national origin, age, marital...
Full time
Contract work
Temporary work
Part time
Casual work
Work at office
Local area
Remote work
Flexible hours
Stantec
Charlotte, NC
2 days ago
National Account Manager - Group Purchasing Organizations - United States
$80k - $150k
...YesApply: JobGeorgia-Pacific is hiring a National Account Manager! The National Accounts... ...and growing a significant portfolio of group purchasing organizations (GPO). The NAM... ...negotiation strategy Strengthen these GPO relationships through highly effective customer wiring...
Contract work
Work at office
Remote work
Work from home
Worldwide
Flexible hours
Georgia-Pacific
Charlotte, NC
1 day ago
Functional Data Quality Analyst
...our ability to help our clients stay a step ahead of... ...Functional Data Quality Analyst to join our team in Charlotte... ...Corporation, a top 10 global business and IT... ...50 countries, and NTT Group, a partner to 88 percent... ...religious creed, citizenship, national origin, ancestry, age,...
For contractors
NTT DATA
Charlotte, NC
5 hours ago
Business Systems Analyst
$70 - $75 per hour
...technical Business Systems Analyst with a strong... ...transformation. We help clients activate ideas and solutions... ...TEKsystems is an Allegis Group company. The company is... ...age, color, religion, national origin, veteran status,... ...and TEKsystems Global Services We’re a leading...
Contract work
Temporary work
TEKsystems
Charlotte, NC
2 days ago
Site/Civil Project Manager - Energy Group
$101.2k - $151.8k
...Woolpert is an award-winning, global leader in architecture,... ...technology to deliver exceptional client value. Our team is passionate... ...maintain strong, supportive relationships, ensuring excellent client service... ...of race, religion, color, national origin, sex, disability, age,...
Full time
Work at office
Local area
Remote work
Flexible hours
Woolpert
Charlotte, NC
2 days ago
QA Analyst with Financial industry experience
...our ability to help our clients stay a step ahead of... ...Services currently seeks a QA Analyst with Financial industry... ...Corporation, a top 10 global business and IT... ...50 countries, and NTT Group, a partner to 85 percent... ...religious creed, citizenship, national origin, ancestry, age,...
For contractors
NTT DATA
Charlotte, NC
1 day ago
Principal Analyst, Global People Analytics
As a member of the Global People Analytics and Experience (GPA&E) Team, the Principal’s primary... ...and patient surveys, facilitate focus groups and interviews, create dashboards in... ...orientation, gender identity, parental status, national origin, age, disability, military service...
Full time
Work experience placement
Work at office
Fresenius Medical Care
Charlotte, NC
1 day ago
Business Analyst/Data Analyst (SQL)
$55 - $65 per hour
...providedDescriptionBusiness Analyst/Data Analyst Top 3... ...transformation. We help clients activate ideas and... ...TEKsystems is an Allegis Group company. The company is... ...age, color, religion, national origin, veteran status,... ...TEKsystems and TEKsystems Global Services We’re a leading...
Contract work
Temporary work
Local area
TEKsystems
Charlotte, NC
2 days ago
Business Analyst/Data Analyst (SQL)
$55 - $65 per hour
DescriptionBusiness Analyst/Data Analyst Top 3 Skills... .... We help clients activate ideas and solutions... ...TEKsystems is an Allegis Group company. The company is... ...age, color, religion, national origin, veteran status,... ...TEKsystems and TEKsystems Global Services We’re a leading...
Contract work
Temporary work
TEKsystems
Charlotte, NC
5 hours ago
Data Analyst / Product Analyst - Capital Markets
$50 - $52 per hour
What Data Analyst Product Analyst Capital Mark... ...Charlotte‑local client is looking for a Data... ...MAN), the leading global workforce... ...Employees of CRC Group At CRC Group, we’re... ...religion, citizenship or national origin, age,... ...right time. Build relationships with our teams and...
Hourly pay
Full time
Contract work
Temporary work
Work experience placement
Work at office
Local area
Flexible hours
Shift work
Day shift
3 days per week
Long Finch Technologies
Mount Holly, NC
3 days ago
Survey Group Manager - Lead LiDAR/UAV Projects
NV5 is seeking a Survey Group Manager in Charlotte, NC to lead and grow the Survey Department. This role requires oversight of... ...and related services, with emphasis on staff leadership and client relationships. Ideal candidate has extensive surveying experience, senior...
NV5
Charlotte, NC
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Analyst, Global Client Group (National Relationship Group). Be the first to apply!