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Oversee outsourced fund operations for mutual funds, ETFs, and other products. Responsibilities include reviewing NAV production, fund service provider deliverables, cash reporting, exceptions, KPIs, service-level agreements, and operational controls. The role supports fund launches, system testing, process improvements, vendor issue resolution, client inquiries, and special projects, while occasionally reviewing colleagues’ work and serving as lead during a supervisor’s absence.

The Regional Director leads sales and client relations with financial advisors, strategizing to enhance business development and client service in the Northern California region.

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.

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 Regional Directors serving RIAs by performing complex portfolio analyses, presenting findings, delivering educational webinars, answering advisor inquiries, contributing to marketing materials, and applying capital markets research to client portfolio management. Requires some travel and team collaboration.

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.