Jobs at Dimensional Fund Advisors

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.

The Data Engineer will design and operate data architectures, pipelines, and services, collaborate with teams to develop solutions, and provide mentorship. Responsibilities include implementing ETL/ELT pipelines, ensuring data quality, and advising clients on technical capabilities.

The Manager, Global Payroll oversees global payroll operations, ensuring accuracy and compliance across multiple jurisdictions, managing payroll providers, and collaborating with HR and Finance.

Support Regional Directors and Senior Associates with client relationship management, event planning, CRM maintenance, reporting, content creation, and cross-team coordination. Assist with analytics, surveys, presentation materials, and occasional travel while advancing toward client-facing presentations and webinars.

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 Manager, Investment Tax oversees investment tax issues, supports portfolio management with tax-loss harvesting, ensures compliance, and manages financial reporting cycles.

Support Equity Product Specialist team by analyzing market and fund data, creating performance commentary and charts, producing client-facing communications, ensuring data quality, educating clients and sales, and improving product offerings through feedback.

The Compliance Analyst manages compliance oversight, monitors regulatory adherence, and enhances internal controls, providing support to trading staff and ensuring data integrity.

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

Support GCG sales operations by generating and maintaining reports, analyzing third-party competitive data, improving data governance and automation, communicating insights to stakeholders, and partnering with sales and technology teams to drive growth.

Manage and lead a team to develop strategies for application integration, cloud services, and workflow automation while ensuring security best practices. Collaborate across departments to enhance capabilities and drive utilization of technological tools and processes.

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

The Senior Database Platform Engineer will architect and automate database solutions, apply best practices, and collaborate on project goals, leveraging extensive database and cloud experience.

The Principal Platform Engineer designs and develops application services, supports workflow automation, and enhances monitoring capabilities within Dimensional's technology department.

Support Regional Directors in business development and client service for fee-only financial advisors across the East Coast. Explain investment principles and portfolio construction, deliver complex educational presentations, handle advisor practice-management issues and client-driven requests, travel with directors to build relationships, and collaborate with Associates to produce tailored solutions.

The Business Continuity Manager will lead Dimensional's global continuity initiatives, ensuring compliance and effective response strategies while collaborating with executive leadership and managing key projects.

Design and produce clear, engaging visuals and data visualizations that communicate complex financial research across websites, slides, video, social, and print. Collaborate with investments and sales stakeholders and the Creative team to storyboard and create motion graphics, multimedia storytelling, and print-ready assets while adhering to brand and web/UI/UX best practices.

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

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.