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Lead design and operation of a scalable, secure data platform for batch and real-time investment data. Architect infrastructure serving high-concurrency client tools and low-latency analytics, implement data quality, lineage, and security, enable efficient ad hoc queries, define data contracts and SLAs, and manage and mentor an engineering team while contributing hands-on to core framework code and reviews.

Design and produce clear, engaging visuals and data visualizations that communicate complex financial research across websites, slides, video, social, and print. Collaborate with investments and sales stakeholders and the Creative team to storyboard and create motion graphics, multimedia storytelling, and print-ready assets while adhering to brand and web/UI/UX best practices.

Support Sales & Client Service teams for large RIAs and intermediaries by performing portfolio analyses, presenting findings to advisors, delivering educational webinars, answering advisor hotline inquiries, assisting with marketing materials, and applying capital markets research. Manage multiple projects, develop client relationships, and travel occasionally.

Support Regional Directors serving RIAs by building and analyzing complex portfolios, presenting findings, delivering advisor education, answering advisor inquiries, creating investment marketing materials, and developing deep capital markets and advisor practice knowledge. Some travel required.

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.

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

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.