Associate, Global Client Group (Independent Advisor Group)

CharlottePosted Aug 4, 2026
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About Dimensional Fund Advisors

Serve as Subject Matter Expert to clients and prospects and Dimensional sales organization in providing ongoing education, updates and facts about our funds. Provide quality control to ensure consistency and accuracy of performance and characteristics used internally and externally. Train to prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects. Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional’s offerings.