Teams at Dimensional Fund Advisors

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.

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