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 is a must.
  • Minimum of five years of relevant industry experience.
  • In-depth understanding of asset management, ETFs, and capital markets preferred.
  • Strong background in creating investment-related content is a plus.
  • Exceptional communication and analytical skills are necessary.
  • Proven problem-solving abilities and sound judgment required.
  • Demonstrated experience managing complex projects with multiple stakeholders.

Responsibilities

  • Develop expertise in Dimensional's investment strategies and differentiators.
  • Manage product-related projects such as launches and regulatory changes.
  • Create compelling messaging and content for client-facing materials.
  • Act as an internal resource for product knowledge across the firm.
  • Ensure effective content processes are in place for governance and updates.
  • Collaborate with various departments on product initiatives.
  • Represent the product team at client engagements and events.

Benefits

  • Comprehensive employee benefits package.
  • Educational initiatives for continued 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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