Jobs at Dimensional Fund Advisors

Leads investment sales enablement and strategic alignment for global distribution efforts. Develops investment training, educational content, and scalable programs; partners with client, distribution, marketing, product, and portfolio teams; evaluates program effectiveness; serves as an investment subject matter expert; supports client engagements and industry events; and leads cross-functional initiatives.

Develops institutional investor relationships within an assigned territory, identifies sales opportunities, leads technical investment discussions, and coordinates sales, marketing, investment management, and client service teams. Advises sophisticated institutional clients, including defined contribution, defined benefit, endowment, and foundation organizations, while communicating the firm's investment philosophy and delivering high-quality client service.

Supports CRM and sales technology products by gathering requirements, translating business needs into scalable solutions, coordinating projects and workstreams, maintaining data quality, analyzing large datasets, supporting users, documenting processes, and contributing to product roadmaps and prioritization.

Supports institutional client relationship management, business development, retention, and sales activities. Responsibilities include presenting investment strategies, conducting industry research, addressing client inquiries, identifying opportunities, coordinating client requests, preparing educational presentations, and mentoring associates. The role partners with sales, consultant, marketing, portfolio management, and analytics teams while developing relationships with institutional investors and intermediaries.

Nine-week technology internship for undergraduate or specialized master’s students. Interns receive engineering mentorship, participate in Agile projects, develop creative technical solutions, and own a project that delivers business value. Responsibilities include presenting project outcomes to stakeholders and gaining exposure to financial services technology. Candidates should have application development, automated testing, version control, and familiarity with DevOps, databases, server infrastructure, or cybersecurity.

Supports daily equity portfolio management through cash forecasting, credit lines, currency hedges, corporate event analysis, and portfolio monitoring. Prepares data for client and executive presentations, handles ad hoc requests, collaborates across departments, and executes projects that improve operational efficiency and portfolio outcomes. The role includes analyst development and progression toward portfolio management leadership.

Generate and quality-control high-volume customized and standardized client reports on weekly, monthly, and quarterly schedules. Complete due diligence questionnaires, investigate client inquiries, maintain data integrity with vendors and intermediaries, and prepare materials for portfolio management, client groups, marketing, and presentations. Collaborate across departments, communicate findings, meet deadlines, and develop expertise in the firm’s investment philosophy and processes.

Supports Global Client Group Sales Operations through client report preparation, quality control, reconciliations, information requests, database maintenance, business statistics, and reporting initiatives. The intern will use internal and third-party data, assist business development activities, communicate project updates, and learn systems supporting standardized and customized client reporting.

Provides legal counsel to the firm's global investments function, focusing on ETF offerings and operations, portfolio management, securities laws, compliance programs, shareholder filings, corporate actions, board materials, and outside counsel oversight. Advises internal teams on U.S. and international legal requirements and translates complex regulations into practical guidance.

Nine-week internship supporting Dimensional’s Investment Solutions Content Architecture team. Responsibilities include collecting, organizing, and analyzing data; developing scalable data models; improving processes; and automating data sourcing and content production. Interns will build foundational investment knowledge, contribute to reporting and content creation, and collaborate with Research, Portfolio Management, Trading, Client Group, and Marketing teams.

Nine-week, fully in-person internship supporting Investment Engineering through investment data management, portfolio and strategy analysis, tool development, data-structure design, reporting, automation, and process improvement. Interns work on individual and team projects using quantitative reasoning, computational skills, and programming to support portfolio management, sales, and internal and external reporting processes.

Nine-week marketing internship supporting brand and messaging initiatives within an asset management firm. Interns will collaborate with marketing, sales, investment, and executive teams; contribute to marketing materials; conduct research on a high-priority initiative; and present findings and recommendations to department leadership. The role requires strong communication, analytical, organizational, teamwork, project management, and computer skills, with an interest in financial markets.

Nine-week, fully in-person internship supporting Dimensional’s Research Department. Interns analyze portfolios and investment strategies, run simulations, conduct empirical research on asset pricing and economics, review academic papers, present findings, and address questions from investment and client services teams using quantitative, analytical, and programming skills.

Leads business development, sales, and relationship management for wirehouse-affiliated financial advisors across a multistate territory. Generates new relationships, expands existing partnerships, grows assets under management and market share, and presents Dimensional’s investment philosophy and products. Partners with advisors on practice transitions toward fee-based models, coordinates internal specialists and client teams, represents the firm externally, and mentors junior team members. Extensive travel, networking, and in-person territory management are central to the role.

Supports CRM, email marketing, secure site, and other sales technology platforms. Provides user support, troubleshoots issues with Technology and vendors, maintains data quality, performs bulk data updates and data analysis, supports campaign automations, and contributes to requirements, testing, implementation, documentation, and process improvements across global Sales and Marketing teams.

Full-stack software engineer supporting portfolio systems: design, implement, and maintain databases, APIs, processing services, async pipelines, and component front ends; participate in code reviews, mentorship, and support triage.

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.

The Senior Site Reliability Engineer will own the operational reliability of developer tooling ecosystems and improve developer productivity through efficient processes and automation.

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.

Supports Global Client Group Operations through data collection, analysis, reporting, CRM data accuracy, sales enablement, process documentation, and data automation improvements. The intern will help develop business intelligence capabilities, communicate product activities, gather requirements, and partner with colleagues to improve sales data governance and reporting. The nine-week program is fully in person and intended for undergraduate or specialized master’s students.