Investment Strategist (Product Management)

Dimensional Fund Advisors, L.P.

$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 5+ years of relevant experience in asset management.
  • Strong understanding of ETFs and capital markets is preferred.
  • Proficient in creating investment-related content.
  • Excellent analytical and communication skills.
  • Ability to solve problems independently and effectively.
  • Experience managing complex, stakeholder-heavy projects.

Responsibilities

  • Develop expertise in Dimensional's investment strategies and their key differentiators.
  • Manage complex product projects including launches and regulatory changes.
  • Create compelling product messaging and content for diverse formats.
  • Act as an internal expert on product knowledge.
  • Ensure proper governance of updated content and its deployment processes.
  • Collaborate across departments for product-related initiatives.
  • Participate in client engagements as a product expert.

Benefits

  • Comprehensive health and wellness programs.
  • Educational initiatives to support professional development.
  • Special celebrations recognizing company culture and history.
Full Job Description
Job Description:

Within ISG, the Product Management team focuses on developing compelling product messaging and content to support Dimensional's product strategy across all distribution channels. These efforts span new product launches, product enhancements, and product campaigns. As subject matter experts in product, the team also writes blogs, creates internal and external training resources, conducts competitive analysis, and engages with a range of internal and external stakeholders to promote Dimensional's product-related initiatives.

This position will support the full range of Dimensional's US investment solutions, including ETFs, mutual funds, models, SMAs, and custom indexes. The successful candidate will bring related experience from working within the asset management industry with a background in product management, product marketing, investment specialist, portfolio management, consulting, and/or strategic sales positions.

Responsibilities
  • Develop a deep understanding of Dimensional's investment approach, implementation across strategies, and key differentiators.
  • Manage or support complex product-related projects including product launches, product enhancements, and regulatory changes.
  • Support development of compelling messaging and content, including presentations, brochures, articles, and written responses to frequent client questions to promote Dimensional's investment philosophy and products.
  • Serve as an internal resource on firm and industry product knowledge.
  • Maintain an understanding of effective content deployment processes and the downstream impacts of new content to ensure robust governance and update processes are defined.
  • Collaborate on product-related efforts with other departments including investments, portfolio management, operations, sales, marketing, legal, and compliance.
  • Attend certain client engagements or events as a product subject matter specialist.


Qualifications
  • Bachelor's degree is required.
  • Five or more years of relevant experience.
  • Strong understanding of the asset management industry, ETFs, and capital markets preferred.
  • Experience with investment-related content creation strongly preferred.
  • Excellent analytical, interpersonal, verbal, and written communication skills.
  • Proven ability to resolve problems effectively and exercise independent judgment.
  • Motivated to self-teach skills and apply learned knowledge to applicable tasks.
  • Experience managing complex projects with many stakeholders.


This role is not eligible for immigration sponsorship.

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.

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