Top Tech Jobs & Startup Jobs

The Counsel role involves legal support for investment management, including contract negotiation, compliance with securities laws, and advising internal teams and boards.

Support Regional Directors and Senior Associates in relationship management and business development for insurance clients. Prepare presentations, compile performance data and analysis, ensure data quality, complete due diligence, maintain CRM, build marketing lists, and coordinate with internal teams to support client meetings and inquiries.

Oversee fund expense administration, vendor billing and payments, expense ratio analyses, fund reporting, audits, and regulatory filings. Support fund launches, mergers, and conversions while improving controls, data processes, systems integration, and reporting efficiency. Maintain operational data, documentation, and SharePoint resources, collaborate with service providers and auditors, and identify risks and process gaps. The role requires strong financial analysis, attention to detail, stakeholder communication, and asset management experience.

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.

Supports Global Client Group Operations through data collection, analysis, reporting, CRM data accuracy, sales enablement, process documentation, and data automation improvements. The intern will help develop business intelligence capabilities, communicate product activities, gather requirements, and partner with colleagues to improve sales data governance and reporting. The nine-week program is fully in person and intended for undergraduate or specialized master’s students.

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.

Nine-week, fully in-person internship supporting Global Client Group Sales Operations. Responsibilities include collecting and analyzing data for sales initiatives, developing business intelligence capabilities with Power BI and Snowflake, improving data automation, maintaining process documentation, supporting reporting, and communicating project needs. Interns will gain exposure to sales enablement, data governance, reporting, and investment operations while working collaboratively across teams.

Leads sales, relationship management, and business development for fee-based financial advisors across the central United States. The role grows advisor relationships, assets under management, revenue, and product adoption through consultative selling, investment education, territory management, presentations, and extensive in-person networking. It also coordinates client services support and represents the firm’s investment philosophy and capabilities to advisors and industry audiences.

Supports sales operations by maintaining client, asset, cash flow, and CRM data accuracy. Processes vendor data, identifies discrepancies, supports data governance, documents processes, communicates analyses, and helps define requirements for business systems and projects. Collaborates with sales, operations, technology, and global stakeholders to improve data-informed decision-making and reporting.

Nine-week summer internship supporting Dimensional’s Global Client Group. Interns will assist with day-to-day client support, complete presentation and analytical projects, apply academically backed investment principles, and present project results to the team. The role involves collaborating with asset management professionals and supporting relationships with financial advisors, institutions, consultants, and other global clients.