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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.

Build and maintain portfolio analytics tools and internal frameworks, partner with product and user teams to onboard use cases, analyze investment data from ingestion to distribution, and execute projects to improve client-facing analytics platforms.

The Senior Infrastructure Engineer will design, implement, and manage scalable cloud and on-premise infrastructure, emphasizing security and automation, collaborating with cross-functional teams.

The role involves servicing clients, assisting with business development, and enhancing client relationships within the Global Client Group.

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

Support Dimensional's US investment products (ETFs, mutual funds, models, SMAs, custom indexes) by developing product messaging, content, and governance; manage product launches and enhancements; create client and internal materials; conduct competitive analysis; collaborate with investments, portfolio management, operations, sales, marketing, legal, and compliance; and serve as a product subject-matter specialist at client engagements.

Support day-to-day portfolio management for equity portfolios: cash management, analyze corporate events, prepare PM presentations, complete ad-hoc requests, propose efficiency projects, and collaborate across teams while developing toward portfolio manager responsibilities.

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 Regional Director leads sales and client relations with financial advisors, strategizing to enhance business development and client service in the Northern California region.