Senior Investment Strategist

Dimensional Fund Advisors

. Develop and execute a strategic sales priorities alignment framework supporting Dimensional's global distribution efforts .

Posted 9/29/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and executing strategic sales frameworks, investment content, and training programs while effectively collaborating with cross-functional teams to enhance client engagement and investment fluency.

Highest-signal resume keywords

Asset Management ExperienceInvestment Content DevelopmentSales Enablement InitiativesLeadership and Team ManagementAnalytical and Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategySales Support ProcessesTraining Program DesignContent EvaluationInvestment Philosophy Expertise

Soft Skills

Communication SkillsCoaching CapabilitiesStakeholder InfluenceCollaboration SkillsAnalytical Skills

Certifications & Qualifications

MBACFA

Industry Keywords

Client EngagementDistribution ChannelsInvestment Consultant Business ModelsProduct MarketingInvestment Messaging

About the role

Key responsibilities & impact

Develop and execute a strategic sales priorities alignment framework supporting Dimensional's global distribution efforts
Partner with client and distribution leadership to identify emerging client needs, field challenges, and content gaps
Design and deliver investment-focused training programs for regional directors, client relationship groups, and other client-facing professionals
Collaborate with Product Specialists, Portfolio Consulting, and Product Management teams to ensure consistency of investment messaging
Develop processes to evaluate content usage, training effectiveness, and the impact of sales support efforts
Serve as a subject matter expert on Dimensional's investment philosophy, products, and portfolio implementation approaches
Establish feedback mechanisms with client and distribution teams
Partner with Marketing and internal stakeholders to support investment narratives, product campaigns, and business initiatives
Design advisor and internal education programs to improve investment fluency and communication effectiveness
Enhance content accessibility, scalability, and adoption across distribution channels
Support high-profile client engagements, conferences, and industry events
Lead cross-functional initiatives involving ISG, Global Client Group, Marketing, and other business partners

Requirements

What you’ll need

Bachelor's degree required
MBA and/or CFA strongly preferred
Minimum 10 years of asset management experience, preferably including experience in sales, distribution, product marketing, product management, or investment strategy
Prior leadership or team management experience preferred
Experience developing investment content, training programs, or sales enablement initiatives
Deep understanding of Dimensional's investment approach and solutions, as well as advisor and investment consultant business models
Excellent analytical, verbal, written, and presentation skills
Demonstrated success supporting commercial organizations through investment expertise, education, and strategic initiatives
Strong leadership, communication, and coaching capabilities
Ability to influence stakeholders across functions and levels while operating effectively in a collaborative environment
This role is not eligible for immigration sponsorship

Benefits

Comp & perks

Comprehensive benefits
Educational initiatives
Special celebrations of the company's history, culture, and growth