Jobs at Dimensional Fund Advisors

Supports institutional sales and client relationship teams by preparing presentations, portfolio reviews, performance data, client reports, due diligence materials, questionnaires, RFPs, and marketing lists. Maintains CRM data, performs quality control, and coordinates with operations, portfolio management, research, legal, compliance, and marketing. Requires strong communication, organization, quantitative problem-solving, financial services interest, and securities licenses.

Principal Full-Stack Engineer responsible for designing, developing, testing, documenting, and supporting secure platform services across on-premises, cloud, and hybrid environments. Leads technical design, code reviews, mentoring, architecture improvements, CI/CD development, automation, integrations, production troubleshooting, and service roadmap planning. The role requires strong Python programming, REST API development, cybersecurity awareness, software testing, Agile practices, and experience operating highly available systems.

Supports Regional Directors and sales and client service teams serving independent financial advisors. Responsibilities include constructing portfolio analyses, discussing findings with clients, delivering investment webinars, answering client service questions, developing marketing materials, and researching capital markets and advisor practices. The role requires financial services experience, strong analytical and communication skills, Excel and Access proficiency, and obtaining SIE, Series 7, and Series 63/66 licenses within 12 weeks.

Provides technical leadership for Portfolio Management software systems within Investments. Architects scalable, high-performance, low-latency platforms; defines integrations and future-state architecture; develops foundational platform code; and enforces software quality, security, reliability, and performance standards. Mentors engineers, reviews code, supports business clients, advises stakeholders, and guides technology strategy. Requires extensive software engineering and financial services experience, with strong backend, cloud, DevOps, testing, and modern architecture expertise.

The Senior End User Platform Engineer will architect and implement M365 services, automate systems, and enhance security postures for Dimensional's platform. Requires extensive experience in cloud technologies and system engineering.

Provides relationship management, client service, portfolio analysis, and analytical support for wealth management advisors. Responsibilities include explaining investment principles, educating advisors on portfolio solutions, preparing client analyses and marketing materials, maintaining CRM records, supporting business development, and collaborating with relationship managers and internal teams. The role also addresses practice management questions and develops knowledge of the advisor industry.

Owns full-cycle recruiting for the Technology organization, including sourcing, candidate assessment, offer negotiation, closing, and onboarding. Partners with hiring managers and HR stakeholders to develop inclusive recruiting strategies, build diverse talent pipelines, provide market insights, and improve hiring processes. The role also supports recruiting analytics, interview training, early-career hiring, and detection of fraudulent or AI-generated applications.

Leads global payroll operations across U.S. and international jurisdictions, ensuring accurate, timely, compliant delivery. Oversees payroll governance, controls, reconciliations, audits, vendor relationships, team leadership, and regulatory compliance. Partners with HR, Accounting, Tax, Legal, HRIS, and technology teams to optimize payroll systems, automate processes, improve reporting, and lead transformation initiatives.

Supports sales and client service teams serving independent financial advisor clients. Responsibilities include developing portfolio analyses, presenting findings, delivering investment webinars, answering advisor questions, creating investment marketing materials, and building expertise in advisor practices and capital markets. The role supports business development and client retention for investment products including mutual funds, ETFs, separately managed accounts, ESG, and fixed income offerings. Some travel may be expected.

Architects and automates secure, scalable database platform provisioning, configuration, monitoring, remediation, and security. Troubleshoots complex database systems, establishes engineering and deployment standards, applies infrastructure as code and CI/CD practices, and collaborates with business and technology teams. The role supports cloud, containerized, SQL and NoSQL database environments, REST APIs, Kafka, and automated platform delivery.

Analyze, cleanse, and manage investment data from multiple sources, evaluating vendor data quality and supporting portfolio management, trading, compliance, and reporting systems. The role develops business logic, data structures, pipelines, testing processes, and automation while helping define new data products and improve operational efficiency. It also requires collaboration with internal stakeholders and data engineers, plus mentoring junior analysts.

Design, develop, test, document, and support scalable Python data applications and services for an enterprise investment data warehouse. Build and optimize data pipelines spanning ingestion, validation, integration, storage, and delivery. Develop high-performance data-transfer tools, CI/CD pipelines, secure APIs, and production support solutions. Collaborate with analysts, product owners, project managers, and business stakeholders while contributing to code reviews, documentation, and technical strategy.

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.

Supports wealth management relationship growth by educating financial advisors on investment principles and portfolio solutions, managing client requests, developing presentations, and partnering with senior relationship managers. The role builds advisor relationships, identifies client needs, addresses practice management issues, and supports new business development through analytical, communication, and industry expertise.

Supports relationship management and business development for wealth management clients. The role partners with senior relationship managers, educates financial advisors on investment principles and portfolio solutions, develops presentations, addresses practice management needs, facilitates client requests, and builds strong advisor relationships. It requires financial services experience, analytical and communication skills, and proficiency with Excel and Access.

Provides front- and back-of-house reception, visitor and call management, office administration, facilities coordination, vendor liaison, supply management, new-starter setup, and onsite conference and event support for a Melbourne investment-firm office.

Supports financial institution and insurance client relationships through outbound sales calls, client service, prospecting, CRM management, reporting, performance materials, and fund-related content. The role partners with internal wholesalers, Regional Directors, and Marketing while developing expertise in investment solutions and insurance distribution. Some travel may be expected.

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.

Manages portfolio management projects, investment strategy and process changes, account launches and transitions, and technology improvements. Coordinates with global operations, technology, and portfolio management teams to prioritize initiatives, resolve barriers, manage operational risks, document processes, and deliver projects from inception through completion. Builds cross-functional relationships, communicates complex processes, and identifies opportunities for continuous improvement within investment management operations.

Supports Regional Directors in developing business opportunities and servicing Australian financial institution clients. Responsibilities include explaining investment principles, educating advisors, coordinating complex client responses, mentoring associates, conducting portfolio analyses, presenting findings, delivering investment webinars, and building client relationships. The role requires strong financial services experience, analytical and communication skills, and travel with Regional Directors.