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Leads business development, sales, and relationship management for wirehouse-affiliated financial advisors across a multistate territory. Generates new relationships, expands existing partnerships, grows assets under management and market share, and presents Dimensional’s investment philosophy and products. Partners with advisors on practice transitions toward fee-based models, coordinates internal specialists and client teams, represents the firm externally, and mentors junior team members. Extensive travel, networking, and in-person territory management are central to the role.

Oversee outsourced fund operations for mutual funds, ETFs, and other products. Responsibilities include reviewing NAV production, fund service provider deliverables, cash reporting, exceptions, KPIs, service-level agreements, and operational controls. The role supports fund launches, system testing, process improvements, vendor issue resolution, client inquiries, and special projects, while occasionally reviewing colleagues’ work and serving as lead during a supervisor’s absence.

Supports CRM, email marketing, secure site, and other sales technology platforms. Provides user support, troubleshoots issues with Technology and vendors, maintains data quality, performs bulk data updates and data analysis, supports campaign automations, and contributes to requirements, testing, implementation, documentation, and process improvements across global Sales and Marketing teams.

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.

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

The Senior Site Reliability Engineer will own the operational reliability of developer tooling ecosystems and improve developer productivity through efficient processes and automation.

The Regional Director drives business development and client relationship management, focusing on sales activities and promoting Dimensional's investment solutions to new and existing clients.

Support Regional Directors and Senior Associates in relationship management and business development for institutional clients. Prepare presentations, compile performance and analytical materials, manage due diligence and RFP responses, maintain CRM, build marketing lists, ensure data quality, and coordinate with internal teams. Some travel required.

As a Back-End Software Engineer, you will develop scalable data platform solutions, optimize data systems, and collaborate with teams to enhance data pipelines. Responsibilities include building APIs, writing tests, and supporting production systems.

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.