Associate, Global Client Group (Bank Trust)
Job Overview
Skills & Requirements
Excel
Expert-level Excel skills for analysis and reporting
Access
Essential skill for this role
Teams
Essential skill for this role
Portfolio Management
Essential skill for this role
Qualifications & Education
Experience Required
2-5
About the Role
Associate, Global Client Group (Bank Trust)
Curated brief to help you tailor your application.
Credential Spotlight
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- ACAShow evidence of ACA exam progress or chartered status.
- CFACall out CFA exam level, passes, or charterholder status.
- MBAEmphasise MBA focus areas relevant to the mandate.
Skills Snapshot
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Notes
Extra context the hiring team thought you should know.
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.
Inside the Program
Understand how the rotation and mentorship will run.
Our Bank Trust channel is responsible with working with bank & trust-based wealth management firms across the country. Associates 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, Associates 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.
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