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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.

Support daily portfolio management for equities: cash management, corporate event analysis, data preparation for PM presentations, ad-hoc requests, efficiency projects, cross-functional collaboration, and participation in an analyst development program to progress toward portfolio manager responsibilities.

This role involves developing portfolio analyses for clients, managing relationships with financial advisors, and presenting investment education. Some travel is required.

The Regional Director will drive business development and manage advisor relationships within Wirehouse channels, focusing on increasing assets and delivering investment solutions.

The Senior Associate will support Regional Directors by managing business development and client services for financial advisors while educating them on investment principles and solutions.