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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.

The Regional Director will collaborate with sales teams, develop strategies, educate advisors, and present investment capabilities to expand client relationships and asset growth.

The Analyst supports the Portfolio Management team by managing cash, analyzing corporate events, preparing presentations, and collaborating on projects to improve efficiency.

This Senior Associate role supports Regional Directors in business development and client services for financial advisors, requiring in-depth knowledge of investment principles and strong communication skills.