Private Markets

Associate, Global Client Group (National Relationship Group)

Dimensional Charlotte, Charlotte £32k - £52k (AI est.)

Dimensional • Charlotte • £32k - £52k (AI est.) • Associate position. 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...

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Full time
2-5+ years
High competition

At a Glance

Compensation £32k - £52k (AI est.)
Location Charlotte, Charlotte
Job Type Full time
Experience 2-5 years

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Company Overview

Dimensional is a global asset management firm known for its evidence-based, systematic approach to investing. They are a leading provider of institutional and mutual fund strategies, with over $600 billion in assets under management as of 2022. In recent years, Dimensional has expanded its product lineup to include actively managed strategies in addition to its core passive and factor-based offerings, while also growing its presence in the private wealth management space through partnerships with financial advisors.

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Compensation Intelligence

Low £50K
Market £75K
High £110K
Posted Salary: £32k - £52k (AI est.)

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Full Job Description

Associate, Global Client Group (National Relationship Group)

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Skills Snapshot

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  • Excel
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  • Portfolio Management
  • CFA
  • Series 7
  • Series 63

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 National Relationship Group (NRG) team is responsible for working with independent financial advisors (RIAs) 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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Frequently Asked Questions

A Associate, Global Client Group (National Relationship Group) is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
To stand out for this Associate, Global Client Group (National Relationship Group) role, highlight relevant experience, demonstrate strong analytical skills with specific examples, and show proficiency in financial modeling. Quantify your achievements where possible and tailor your CV to match the key requirements.
The interview process typically includes an initial screening call, technical assessment (often including a modeling test or case study), behavioral interviews focusing on cultural fit, and a final round with senior team members. Preparation for technical finance questions is essential.
Career progression from a Associate, Global Client Group (National Relationship Group) role can lead to senior positions such as VP, Director, or Partner level roles. The sector offers diverse paths including specialization within your firm, moves to portfolio companies, or transitions to related sectors like venture capital or corporate strategy.
Click the 'Apply' or 'Smart Apply' button above to submit your application. Our team will review your application and contact you within 24-48 hours if your profile matches the requirements.