Associate / Senior Associate, Global Client Group (Broker Dealer)
- Location
- Charlotte, NC
- Listed
- Yesterday
About the role
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.
Our Broker-Dealer Advisor channel is responsible for working with wirehouse and full-service broker dealer financial advisors across the country. This Senior Associate role will support Regional Directors in business development and client services activities for our Broker Dealer clients across the east coast.
Responsibilities
- Build and nurture a new pipeline of BD prospects
- Source opportunities through outbound calls to advisors
- Collaborate with Regional Directors to identify new opportunities to engage with financial advisors
- Develop broad Broker Dealer industry insight to effectively execute outbound growth strategies
- Articulating complex investment principles and capital market research to financial advisors
- Educate clients and prospects on why and how our portfolio solutions are constructed and work the way they do
- Interact with clients on practice management related issues
- Travel with Regional Directors and develop strong business and personal relationships with key advisor clients
- Develop and deliver complex and educational investment presentations to financial advisors
- Develop and facilitate the production of complex client driven requests among a team of Associates
- Develop a robust understanding of the Broker Dealer industry and related business practices
Qualifications
- Bachelor's degree required; MBA and/or CFA strongly preferred
- 5+ years of experience in the Financial Services/Investment industry
- Previous prospecting and sales experience preferred
- Cold calling experience preferred
- Proven ability to build and manage a sales pipeline
- Strong analytical skills
- Solid 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 is capable of managing multiple projects and meeting deadlines
- Strong computer skills (Excel and Access) with the ability to learn programs as needed
- 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 employment
- This role is not eligible for immigration sponsorship.
- #LI-Hybrid
Pay and benefits
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.
Equal opportunity and legal notices
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.
From Dimensional's careers page, first listed on Rolev.ai on November 9, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Associate / Senior Associate, Global Client Group (Broker Dealer) job at Dimensional located?
This Associate / Senior Associate, Global Client Group (Broker Dealer) position at Dimensional is located in Charlotte, NC. Always check Dimensional's application page for specific state eligibility or relocation policies.
How do I apply for the Associate / Senior Associate, Global Client Group (Broker Dealer) position at Dimensional?
This listing links directly to Dimensional's Workday application page. You can apply directly on Dimensional's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.