Investment Sales Enablement Leader

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Dimensional Fund Advisors invites a Senior Investment Strategist to lead the development of sales enablement within ISG and act as a strategic partner to client and distribution leadership. You will align content with business objectives and create scalable programs for distribution teams worldwide.

You will collaborate with Marketing, Product, and Portfolio teams to ensure consistent investment messaging, build advisor education, and drive adoption of Dimensional's investment philosophy across

Qualifications

• 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.

Responsibilities

• Develop and execute a strategic sales priorities alignment framework that supports 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 across audiences and channels.
• Develop processes to evaluate content usage, training effectiveness, and overall impact of sales support efforts.
• Serve as a subject matter expert for internal teams on Dimensional's investment philosophy, products, and portfolio implementation approaches.
• Establish feedback mechanisms with client and distribution teams to inform content development, training priorities, and strategic initiatives.
• Partner with Marketing and other internal stakeholders to support investment narratives, product campaigns, and business initiatives.
• Design advisor and internal education programs that improve investment fluency and communication effectiveness.
• Identify opportunities to enhance content accessibility, scalability, and adoption across distribution channels.
• Support high-profile client engagements, conferences, and industry events requiring advanced investment expertise and strategic coordination.
• Lead cross-functional initiatives involving ISG, Global Client Group, Marketing, and other key business partners.

Skills

Investment strategy

Sales enablement

Content strategy

Cross-functional leadership

Presentation skills

Analytical skills

Education

Bachelor's degree

MBA

CFA

Job description

Dimensional Fund Advisors invites a Senior Investment Strategist to lead the development of sales enablement within ISG and act as a strategic partner to client and distribution leadership. You will align content with business objectives and create scalable programs for distribution teams worldwide.

You will collaborate with Marketing, Product, and Portfolio teams to ensure consistent investment messaging, build advisor education, and drive adoption of Dimensional's investment philosophy across