Jobs at Dimensional Fund Advisors

Manage production and delivery of global marketing campaigns and materials. Scope projects, create schedules, coordinate cross-functional teams, track progress, ensure compliance, and document process improvements.

Support Regional Directors and Senior Associates in institutional consultant relations: prepare presentations and performance materials, compile and quality-check data, manage due diligence requests and CRM, build marketing lists, review RFPs, and coordinate with operations, portfolio management, research, legal, compliance and marketing.

Design and produce high-quality PowerPoint presentations and data visualizations for virtual and in-person events. Collaborate with subject matter experts, speakers, and stakeholders to create animations, ensure brand consistency, meet deadlines, and manage multiple projects while maintaining accuracy and visual clarity.

Support Regional Directors and Senior Associates in relationship management and business development for institutional clients. Prepare presentations, compile performance and analytical materials, manage due diligence and RFP responses, maintain CRM, build marketing lists, ensure data quality, and coordinate with internal teams. Some travel required.

The Associate will support the Global Client Group by managing logistics for the Way of Selling curriculum, coordinating cohorts, and ensuring effective communication. Responsibilities include project planning and fostering productive training experiences.

Support Regional Directors and Senior Associates in relationship management and business development for insurance clients. Prepare presentations, compile performance data and analysis, ensure data quality, complete due diligence, maintain CRM, build marketing lists, and coordinate with internal teams to support client meetings and inquiries.

Oversee fund expense administration, vendor billing and payments, expense ratio analyses, fund reporting, audits, and regulatory filings. Support fund launches, mergers, and conversions while improving controls, data processes, systems integration, and reporting efficiency. Maintain operational data, documentation, and SharePoint resources, collaborate with service providers and auditors, and identify risks and process gaps. The role requires strong financial analysis, attention to detail, stakeholder communication, and asset management experience.

Provide analytical and relationship-management support to sales and client service teams for insurance clients: prepare presentations and reports, compile performance data, ensure data quality, facilitate due diligence and client questionnaires, maintain CRM, build marketing lists, and coordinate with internal teams to support business development and client retention.

Supports sales operations by maintaining client, asset, cash flow, and CRM data accuracy. Processes vendor data, identifies discrepancies, supports data governance, documents processes, communicates analyses, and helps define requirements for business systems and projects. Collaborates with sales, operations, technology, and global stakeholders to improve data-informed decision-making and reporting.

Nine-week summer internship supporting Dimensional’s Global Client Group. Interns will assist with day-to-day client support, complete presentation and analytical projects, apply academically backed investment principles, and present project results to the team. The role involves collaborating with asset management professionals and supporting relationships with financial advisors, institutions, consultants, and other global clients.

Nine-week, in-person summer internship exposing undergraduate and masterlevel students to daily Portfolio Management analyst work. Interns complete data-driven projects to improve investment implementation, support daily strategy desk tasks, collaborate with PMs and cross-functional teams, and present findings to senior management.

Manage ETFs and equity portfolios through systematic, process-driven daily oversight: trade execution, create/redeem baskets, currency trades, corporate actions, and portfolio monitoring. Collaborate with Trading, Capital Markets, Sales, and client teams; present fund strategy and performance to clients; and lead projects to improve investment processes.

Develop and execute institutional sales, marketing, and client service programs; build deep relationships with institutional clients; lead technical investment discussions; collaborate with internal teams to identify opportunities and ensure exceptional client service.

Lead a cross-functional team for CRM and reporting platforms, focusing on managing priorities, enhancing Microsoft Dynamics 365, and driving business outcomes through technology.

Design, build, and optimize internal data platforms, automated pipelines, semantic layers, and scalable data models. Develop production-grade Python and SQL code, ensure CI/CD and uptime, perform code reviews and debugging, partner with stakeholders to translate requirements, and own the end-to-end technical product lifecycle for analytics and BI tools.

The Senior Associate will develop, execute, and measure integrated marketing campaigns to support brand awareness and sales goals within the Global Client Group.

Manage and govern operational processes for creation, maintenance, QA, and distribution of investment content. Execute content updates, validate system/process changes, track timelines, coordinate stakeholders, document incidents, and identify process improvements to ensure accuracy and regulatory compliance.

Lead development, execution, and measurement of integrated marketing campaigns for Global Client Group. Partner with sales, product, research, and creative to create digital and print content, segment audiences, ensure compliance with distribution rules, oversee bespoke partner materials, and use analytics to drive awareness and sales.

Provide analytical and relationship support to Regional Directors and financial advisor clients: build and present complex portfolio analyses, deliver educational webinars, answer advisor service inquiries, assist marketing material development, and learn advisor business practices and capital markets. Some travel required.

Support Regional Directors serving RIAs by building and analyzing complex portfolios, presenting findings, delivering advisor education, answering advisor inquiries, creating investment marketing materials, and developing deep capital markets and advisor practice knowledge. Some travel required.