Senior Associate, UMA Solutions

Notes To Applicants

• 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.

• 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.

Portfolio Management is responsible for the daily oversight and management of Dimensional’s portfolios and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients. The Portfolio Management team ensures that Dimensional’s portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics.

The Senior Associate will play a critical role servicing and enhancing Dimensional’s expanded unified managed account (UMA) offering within the UMA Solutions team. The Senior Associate will develop expertise in investment strategies and tax management, portfolio analysis, technology, and operations to deliver excellent client service. The position will also develop familiarity with Dimensional’s investment philosophy and implementation process to support clients in the context of our overall relationship.

• Provide day-to-day client service including new account onboarding, live account service, portfolio accounting and custody support.
• Help advisors understand their options for solving client investment challenges, from transitioning existing client portfolios to evaluating portfolio change alternatives.
• Contribute to SMA service delivery by identifying process improvement opportunities.
• Anticipate, identify, and resolve SMA operational issues.
• Develop solution offering knowledge to advocate for Dimensional’s investment process as implemented in SMAs.

• Bachelor’s degree in Finance, Accounting, Business, Economics or related field required.
• Experience in a client service function, excellent critical thinking and written communication skills; ability to accurately present detailed information to clients and elevate issues.
• Ability to work collaboratively in a team environment and impact and influence others across the organization to grow an innovative, fast-growing business with high visibility.
• Detail-oriented, able to prioritize multiple assignments in fast-paced environment to meet deadlines.
• MS Excel skills preferred.
• Series 7 required. Must obtain within first 6 months as a condition of employment.

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