Teams at Dimensional Fund Advisors

Develop and execute institutional sales, marketing, and client service programs; build deep relationships with institutional clients; lead technical investment discussions; collaborate with internal teams to identify opportunities and ensure exceptional client service.

The Regional Director, UK Large Wealth manages business development and client relationships with UK wealth management firms, driving sales and presenting investment solutions while collaborating with the Global Client Group.

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.