Senior Investment Strategist

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

Job Description: Dimensional's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education, and analysis to our clients through face-to-face interactions and compelling, informative content. As a strategic partner to Dimensional's client and distribution teams, ISG plays a critical role in helping advisors, consultants, and investors understand the value of Dimensional's investment philosophy and solutions. The Senior Investment Strategist will lead the continued development of sales enablement capabilities within ISG while serving as a senior investment strategist and strategic partner to the firm's client and distribution leadership. The role combines investment expertise, cross-functional leadership, content strategy, and direct engagement with client-facing teams. The successful candidate will partner with ISG leadership to establish and align with sales priorities, align content and training initiatives with business objectives, and develop scalable programs that help distribution teams communicate Dimensional's investment philosophy and solutions with confidence and consistency across client channels.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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.

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.

#LI-Hybrid

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

Work Arrangements

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

Please discuss with your Recruiter to confirm the details for this specific role.

Equal Opportunity

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Application Details

Resumes and portfolios (when applicable) are required as part of your application.

When applying from a mobile device or tablet, you may not be able to attach a resume.

If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.