Dimensional Fund Advisors

Client Services Representative

• Track the status, coordination, priorities, and costs for all internal and external cohorts
• Manage the planning cycle and scheduling for leadership, facilitators, and client representatives
• Prepare and transmit cohort-facing communications before, during, and following cohorts
• Drive logistical coordination with the Events Team, Marketing Team, and Client Communications Team to develop strategy for each training as needed
• Manage any projects or enhancements to processes as needed
• Maintain, customize, and fulfill all materials, collateral, and consumables
• Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience

Associate, Client Services

Financial Planning and Analysis

• Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies
• Become knowledgeable on Dimensional’s fixed income approach, funds and strategies, and key differentiators
• Monitor the competitive landscape for trends and competitive intelligence that can support efforts to promote Dimensional fixed income strategies
• Coordinate with sales teams to develop sales strategy and identify opportunities to enhance interactions with target audiences
• Develop multi-channel content and promotion for Dimensional fixed income strategies and approach
• Partner with portfolio management and product specialist teams to develop timely market and strategy stories for client conversations
• Collaborate on product-related efforts with other departments including investments, portfolio management operations, sales, marketing, legal, and compliance
• Serve as an internal resource on firm and industry product knowledge
• Attend certain client engagements or events as a product subject matter specialist

Investment Strategist – Product Management

Insurance

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
• Prepare presentation materials to be used in meetings with insurance clients and prospects.
• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
• Provide quality control for the data included in client reports and requests.
• Facilitate the completion of due diligence requests and client questionnaires.
• Help maintain CRM database.
• Build marketing lists for luncheons, investment forums and conferences.
• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.

Analyst, Global Client Group – Insurance

Associate

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
• Prepare presentation materials to be used in meetings with institutional clients and prospects.
• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
• Provide quality control for the data included in client reports and requests.
• Facilitate the completion of due diligence requests and client questionnaires.
• Help maintain CRM database.
• Build marketing lists for institutional luncheons, investment forums and conferences.
• Review and edit RFPs.
• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.
• Some travel may be expected.

Associate, Global Client Group – Traditional Institutional Group

Full-stack Engineer

• participate in the design and development of software solutions across various domains
• collaboratively develop MVPs to test ideas and rapidly iterate with feedback from users
• understand users’ needs and solve problems at all levels of the stack
• collaborate with subject matter experts to drive client success
• demonstrate and apply software engineering best practices and participate in code reviews
• develop configurations and automations to enable testing, infrastructure, and deployments

Full Stack Software Engineer

Platform Engineer

• own the technical design of services provided via cloud and on-prem systems
• collaborate with other platform architect and engineer teams
• participate in the design and implementations related to M365 Services with Purview, Security, and EntraID
• lead implementations in these areas, taking a software engineering approach
• emphasize automation, zero-configuration, and zero-trust
• hand-off operational tasks involved Microsoft Purview Services to Dimensional’s platform operations team
• remain current on Microsoft 365 Security and Purview, reliability, performance, operations, compliance, and security
• assist on modernizing Azure and Entra-ID architecture and configuration
• hybrid Identity management
• help mature the security posture of Microsoft 365 service
• recommend best practices for business solutions Architecture and cost optimization
• create automation that governs the technology

Associate, Client Services

Investment Strategist – Product Management

Analyst, Global Client Group – Insurance

Associate, Global Client Group – Traditional Institutional Group

Full Stack Software Engineer

Senior End User Platform Engineer