Jobs at Dimensional Fund Advisors

Lead regional business development and relationship management for assigned territory and distribution channels. Drive new client acquisition, grow AUM and revenues, present investment capabilities, coordinate client service teams, act as company ambassador, and support sales and marketing efforts.

Build and maintain portfolio analytics tools and internal frameworks, partner with product and user teams to onboard use cases, analyze investment data from ingestion to distribution, and execute projects to improve client-facing analytics platforms.

As an Associate Portfolio Manager, manage portfolios, trade assets, interact with clients, and enhance investment processes aligning with Dimensional's strategy.

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.

Own reliability and scalability of on-prem observability platforms (ELK, Grafana); handle production escalations, capacity planning, SLOs, onboarding, automation, IaC (Terraform/Helm/Ansible), upgrades, security hardening, and platform modernization.

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.

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.

Support promotion and positioning of Dimensional's fixed income strategies through competitive analysis, multi-channel content, sales coordination, and cross-department collaboration. Act as internal product specialist, partner with portfolio management and product teams to develop market and strategy narratives, and support client engagements and product launches.

The Analyst assists with proxy voting tasks, prepares reports for stakeholders, and engages with portfolio companies to support investment stewardship practices.

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.

The Associate will support corporate content marketing by managing social media, coordinating campaigns, ensuring quality control, and collaborating on projects with internal teams.

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.

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.

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

Lead strategic sourcing and procurement initiatives including contract negotiation, supplier management, procure-to-pay operations, RFP/RFQ execution, metrics and reporting, process improvements, and cross-functional collaboration to optimize cost, compliance, and supplier performance across market data and indirect spend.

The Multimedia Project Manager oversees video and digital media projects, coordinating between creative teams and stakeholders, ensuring timely and compliant delivery.

The Regional Director manages business development and client relationships among top-tier advisors in Wirehouse channels, driving sales and increasing assets under management.

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

The Regional Director manages client relationships, drives business development, and increases market share by supporting financial advisors in wirehouse channels with investment strategies and territory initiatives.

Lead the design and development of scalable data solutions and architectures, collaborating with cross-functional teams and mentoring junior members.