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Senior Accountant responsible for corporate accounting activities including journal entries, balance sheet reconciliations, and financial statement analysis. Key responsibilities include managing operating expenses, payroll, and accrued expenses. This role involves collaborating with various departments and implementing automation initiatives within the corporate accounting function.
Senior Associate in the Global Client Group responsible for relationship management, support, and analysis in the Financial Services/Investment industry. Must articulate complex investment principles, educate financial advisors, travel with Regional Directors, and develop strong business relationships. Requires an MBA and/or CFA with strong analytical and communication skills.
The Associate, Global Client Group in the National Relationship Group at Dimensional is responsible for providing relationship management and analytical support to the Sales & Client Service teams. They work with independent financial advisors across the country, analyzing portfolios, delivering webinars, and assisting in business development activities.
The Compliance Analyst at Dimensional is responsible for executing processes related to Compliance Oversight Programs, ensuring compliance with regulatory bodies and governing laws. Responsibilities include providing compliance support, reviewing investment guidelines, administering order management systems, conducting surveillance, and maintaining knowledge of investment laws and regulations.
The Senior Associate, ERP Systems & Integrations plays a critical role in supporting Dimensional's financial systems strategy through technical solutions, Oracle Cloud updates, integrations, and maintenance. Responsibilities include administering Oracle Cloud ERP, testing upgrades, configuring Oracle Cloud ERP, and collaborating with various departments for effective utilization.
The Consultant Relations Senior Associate will work with the investment consultant community globally and collaborate with various teams to win and retain institutional client business. Responsibilities include leadership in Consultant Relations, understanding industry trends, supporting relationship development, project management, and mentoring colleagues. Qualifications include a bachelor's degree.
The Associate, Global Client Group (Consultant Relations) at Dimensional is responsible for supporting the Consultant Relations team in developing and managing relationships with institutional clients. This role involves database management, proactive support of Relationship Directors, proposal preparation, relationship building with consultant firms, and contributing to strategic projects within the team.
This position involves working with the investment team to develop core portfolio management software on a full stack team. Responsibilities include writing software in a collaborative environment and participating in code reviews and design sessions.
The Senior Product Manager at Dimensional will be responsible for developing a vision and roadmap for equity investments systems and processes, collaborating with cross-functional teams, and driving initiatives to enhance portfolio management operations.
Senior Associate in the Global Client Group at Dimensional, responsible for relationship management, support, and analysis for large RIAs. Educating financial advisors on investment principles, constructing portfolio solutions, and managing client relationships. Requires MBA/CFA, 4+ years of industry experience, and strong analytical and communication skills.
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