Investment Strategist – Product Management

Dimensional Fund Advisors

Investment Strategist focusing on fixed income strategy promotion and content. Coordinate with sales and product teams while monitoring competitive landscape to enhance sales strategies.

Posted 7/1/2026full-timeAustin • North Carolina, Texas • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree required. An MBA or CFA preferred.
Seven or more years of prior employment within the investment industry.
Previous experience with fixed income products in product management, product marketing, or portfolio management or related functions is preferred.
Strong understanding of the asset management industry, ETFs, and capital markets.
Experience with investment-related content creation strongly preferred.
Excellent analytical, interpersonal, verbal, and written communication skills.
Proven ability to resolve problems effectively and exercise independent judgment.
Motivated to self-teach skills and apply learned knowledge to applicable tasks.
Experience managing complex projects with many stakeholders.

Benefits

Comp & perks

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

ATS Keywords

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Hard Skills & Tools

Investment Strategy ImplementationMarket AnalysisSales Strategy DevelopmentProduct MarketingPortfolio Management

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationProblem SolvingMotivation to Self-Teach

Certifications

Bachelor's DegreeMBACFA