Senior Investment Strategist
Core
Lead sales enablement capabilities and serve as a senior investment strategist to help advisors and distribution teams communicate Dimensional's investment philosophy and solutions.
Role type
Senior IC investment strategist (sales enablement & strategy)
Builds
Scalable sales enablement programs, training initiatives, and content strategies for global distribution teams
Domain
Asset Management / Investment Strategy
Deliverable
product features
Required skills
Investment strategy expertise, sales enablement program design, training program development, cross-functional leadership, content strategy, stakeholder management, data analysis
Preferred skills
MBA, CFA, prior leadership experience, experience in sales/distribution/product marketing
Technologies
None stated
Responsibilities
Develop strategic sales priorities alignment frameworks; Design and deliver investment-focused training programs; Partner with leadership to identify client needs and content gaps; Collaborate with Product and Portfolio Consulting teams for messaging consistency; Evaluate content usage and training effectiveness; Support high-profile client engagements and industry events; Lead cross-functional initiatives with Marketing and Global Client Group
Seniority
Senior, hands-on IC with leadership responsibilities