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Lead the design and development of scalable data solutions and architectures, collaborating with cross-functional teams and mentoring junior members.

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

The Analyst supports the Portfolio Management team in daily tasks including cash management, analyzing corporate events, preparing presentations, and improving processes through collaboration.

The Manager, Global Payroll oversees global payroll operations, ensuring accuracy and compliance across multiple jurisdictions, managing payroll providers, and collaborating with HR and Finance.

The Data Engineer will design and operate data architectures, pipelines, and services, collaborate with teams to develop solutions, and provide mentorship. Responsibilities include implementing ETL/ELT pipelines, ensuring data quality, and advising clients on technical capabilities.

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.

Lead strategic sourcing and procurement initiatives including contract negotiation, supplier management, procure-to-pay operations, RFP/RFQ execution, metrics and reporting, process improvements, and cross-functional collaboration to optimize cost, compliance, and supplier performance across market data and indirect spend.

Support and enhance Dimensional's UMA offering by onboarding and servicing accounts, providing portfolio accounting and custody support, advising advisors on portfolio transitions, resolving operational issues, identifying process improvements, and advocating Dimensional's investment implementation.

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