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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.

Nine-week summer internship supporting Dimensional's Global Client Group. Interns assist with client-facing support, develop presentation and analytical projects, apply academic investment principles, and present findings to the team. Emphasis on communication, quantitative analysis, organization, and teamwork.

Nine-week, in-person summer internship exposing undergraduate and masterlevel students to daily Portfolio Management analyst work. Interns complete data-driven projects to improve investment implementation, support daily strategy desk tasks, collaborate with PMs and cross-functional teams, and present findings to senior management.

Manage ETFs and equity portfolios through systematic, process-driven daily oversight: trade execution, create/redeem baskets, currency trades, corporate actions, and portfolio monitoring. Collaborate with Trading, Capital Markets, Sales, and client teams; present fund strategy and performance to clients; and lead projects to improve investment processes.

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.

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.

Lead a cross-functional team for CRM and reporting platforms, focusing on managing priorities, enhancing Microsoft Dynamics 365, and driving business outcomes through technology.

The Manager, Investment Tax oversees investment tax issues, supports portfolio management with tax-loss harvesting, ensures compliance, and manages financial reporting cycles.