Dimensional Fund Advisors

Director

• Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects
• Work with senior Retirement and Insurance Distribution team members to fully develop opportunities
• Build and maintain deep relationships with staff at all levels of a client’s business
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions, including review meetings, with a sophisticated audience
• Act as an intellectual contributor and a trusted advisor to our prospects and clients

Regional Director – Retirement

Marketing

• Identify opportunities for content promotion and develop, execute and optimize paid social campaigns, primarily on LinkedIn Campaigns Manager.
• Assist team in managing monthly budget allocations across platform and campaign types.
• Support planning and setup of future additional paid media opportunities (Google Ads on YouTube, X, etc.).
• Partner with content and creative teams to develop ad copy and assets.
• Assist with email campaign creation, segmentation, and quality assurance.
• Build and maintain dashboards and reports using Power BI to provide an omni-channel and holistic view of channel marketing impact and identify trends/areas for improvement.
• Collaborate closely with channel marketing peers to ensure messaging, paid activities, and reporting all align to the needs of current campaigns and sales teams’ goals.

Senior Associate, Channel Marketing

Compliance

• Analyse sales materials and ensure adherence with relevant compliance in a timely manner
• Assist sales and marketing teams on compliance-related issues
• Create processes and draft procedures for compliance-related activities
• Prepare, coordinate and deliver annual compliance training, in collaboration with team
• Provide general compliance support to the sales and marketing channels
• Review and analyse marketing and other firm communications and recommend proposed edits as needed
• Assist in the implementation and conduct of Compliance Governance as required
• Ensure compliance with regulations and controls by examining and analysing records, reports, operating practices, and documentation
• Extract and compile data from various systems and sources; verify the accuracy and integrity of data
• Conduct descriptive and/or diagnostic analysis to provide actionable insight derived from both internal and external data to enable Compliance to better understand, profile and enhance reporting requirements
• Research, analyse, and identify key data-driven insights
• Review reports, risk indicators, and red flags to identify and propose corrective action

Compliance Analyst

Backend Engineer

• Build and deliver investment data technology solutions in support of Research, Portfolio Management, Trading, Analytics and Reporting functions.
• Formulate, design, develop, test, and deliver data technology solutions with a balanced focus on speed and quality.
• Collaborate with business analysts, product owners, and project managers to develop user stories, estimates, and work plans.
• Work with minimal supervision and advise business clients and IT management of technology capabilities and recommend strategies to maximize the benefits of new technologies.
• Identify, design, and implement changes to data pipelines at various stages including data ingestion, data validation, and quality control, data integration, storage, management, and data delivery.
• Write unit/integration tests, contribute to engineering wiki, and write detailed documentation
• Build high-performance and scalable data-transfer toolsets which reliably transfer datasets between endpoints within established SLA's.
• Focus on data consistency, refresh rates and caching requirements while keeping the data current across a variety of interfaces.
• Build and enhance CI/CD pipelines and develop supportable solutions.
• Participate in code and design reviews.
• Provide technical troubleshooting and support for production systems.

Back-End Software Engineer – Contractor

Business Development Rep

• Responsible for business development and relationship management of both new and existing clients in a designated distribution channel and territory
• Support independent advisors, pension funds, or other client types
• Organize efforts of client service team members
• Present Dimensional’s investment capabilities, investment theory, and performance to clients, at company conferences, and industry functions

Regional Director, Sales & Business Development

• Responsible for business development of new clients, primarily focusing on industry events, both national and regional.
• Help with sales related activities as well as organize efforts of proactive outreach based on future Dimensional conferences and webcasts.
• Utilize LinkedIn Sales Navigator to find opportunities of potential interested advisors.
• Manage sales leadership and management of a national prospect territory composed primarily of RIA financial advisors.
• Develop new advisor relationships and consult with advisors on building an efficient practice while providing a successful investment experience to clients.
• Act as a trusted advisor to clients and colleagues alike.
• Present Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
• Formulate and execute tailored Dimensional initiatives and champion existing company initiatives.
• Increase revenues, AUM and Advisor clients within the territory through the profitable growth of Dimensional’s product suite.

Regional Director, Client Acquisition

Product Specialist

• Develop a deep understanding of Dimensional’s investment approach and its implementation across strategies
• Effectively communicate and coordinate the team’s portfolio performance commentary
• Provide quality control to ensure consistency, accuracy, and timely delivery of performance deliverables used internally and externally with minimal supervision
• Support efforts to improve team processes

Investment Associate, Equity Product Specialist

• Serve as a subject-matter expert on Dimensional’s funds and the industry to clients, prospects, and the Dimensional sales organization.
• Prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects in a one-to-many format.
• Independently analyze, process and interpret performance of Dimensional’s products relative to peers.
• Become a leader within the ISG organization, answering questions from the broader team, mentoring junior members, and potentially directly managing others.
• Provide high level oversight of the process related to creating performance related materials for Dimensional’s sales team and board of directors.
• Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional’s content and messaging.
• Develop a problem-solving mindset of how the team can become more efficient to improve processes and better serve our global sales team.

Investment Strategist, Equity Product Specialist

• Participate in the management of Dimensional’s enterprise investment data warehouse
• Understand our client's needs, collaborate on the design of solutions, and work with emerging data engineering tools and best practices
• Design, develop, document, and test multiple application services focusing on building scalable data platform and services
• Expand and optimize our data and data pipeline architecture
• Build and deliver investment data technology solutions in support of Research, Portfolio Management, Trading, Analytics and Reporting functions
• Formulate, design, develop, test, and deliver data technology solutions with a balanced focus on speed and quality
• Collaborate with business analysts, product owners, and project managers to develop user stories, estimates, and work plans
• Work with minimal supervision and advise business clients and IT management of technology capabilities and recommend strategies to maximize the benefits of new technologies
• Identify, design, and implement changes to data pipelines including data ingestion, data validation, quality control, data integration, storage, management, and delivery
• Write unit/integration tests, contribute to engineering wiki, and write detailed documentation
• Build high-performance and scalable data-transfer toolsets
• Focus on data consistency, refresh rates and caching requirements

Python Engineer – Contractor

• Work with the D360 Director to support content creation within Dimensional’s Practice Management Team, Client Communities Team, Events/Conferences Team, Client Communications Team and Website Teams.
• Serve as a dedicated consultant and resource for the Global Client Services leadership, and be a key point of contact for marketing requests related to Dimensional 360
• Identify new and emerging marketing tools, services, and software to innovate and further the Dimensional 360 marketing strategy
• Provide input on creative approaches and messaging to elevate the attendee experiences.
• Coordinate with channel marketing teammates to optimize promotions and monitor D360 performance metrics.
• Act as the liaison between creative teams and stakeholders to ensure cohesive messaging and branding.
• Stay abreast of competitive intelligence and marketplace opportunities and challenges, including monitoring and benchmarking industry developments
• Communicate effectively with internal and external partners and vendors (podcast production company, Medallia survey provider, broadcast teams, etc.)

Senior Associate, Dimensional 360 Channel Marketing

Financial Planning and Analysis

• Nine-week, fully in-person internship exposing interns to day-to-day activities of the Investment Analytics and Data (IAD) group
• Be involved in projects that meet the firm’s current business needs and gain understanding of being an IAD Analyst
• Use intellect, quantitative reasoning, and computational skills to identify and solve issues in a fast-paced environment
• Work simultaneously on individual projects and team-based initiatives
• Help manage and distribute quality data and analysis to aid portfolio management and sales processes
• Build new tools to enhance investment processes
• Assist in data architecture for distribution of investment data and help define and build data structures for exposure of data to end consumers
• Perform analysis on portfolios and prospective strategies
• Contribute to ongoing efficiency efforts through automation, process design, and implementation
• Learn Dimensional’s investment philosophy and its application within the firm’s investment and reporting processes