Analyst in Dimensional’s Global Client Group focusing on financial institutions, responsible for sales, client relationship management, and reporting.
Responsibilities
Develop deep understanding of Dimensional investment solutions, advisor services, and strategic insurance client base
Make proactive outbound sales calls to existing and prospective clients to strengthen and establish relationships and create opportunities
Build strong relationships with partner firms’ internal wholesalers, providing ongoing client service and support through Dimensional updates, training, and content management
Learn and leverage Dimensional’s suite of analytical, reporting, and relationship management tools
Support and work closely with Dimensional Regional Directors in day-to-day client relationship management and sales/prospecting
Manage ETFs and other portfolios, execute buy/sell instructions, trade foreign currency, and collaborate with global trading teams to enhance market quality.
Support Advisors in financial planning and family office services for Ultra High Net Worth clients
Responsibilities
Support Advisors in the preparation and execution of comprehensive financial plans
Assist with complex planning initiatives including estate planning coordination, tax planning analysis, philanthropic planning, and multi generational wealth strategies
Prepare financial analyses, planning deliverables, and client meeting materials
Respond to client requests and assist Advisors with ad hoc financial questions and planning scenarios
Coordinate with external professionals including accountants, attorneys, and other advisors to support client planning initiatives
Requirements
Bachelor’s degree in Finance, Economics, Accounting, or a related field
Nice to have: CPA
Nice to have: CFP
Nice to have: other relevant financial designations
For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:
$95,000 - $140,000
This role may also be eligible to receive a discretionary bonus.
Responsibilities
Articulating complex investment principles and capital market research to financial advisors
Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
Interacting with advisors on practice management related issues
Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients
Developing and delivering complex and educational investment presentations to financial advisors
Provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for institutional clients.
Responsibilities
Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
Prepare presentation materials for meetings with institutional clients and prospects.
Compile performance data, portfolio commentary and analytical material for meetings or client inquiries.
Provide quality control for data included in client reports and requests.
Facilitate completion of due diligence requests and client questionnaires.
Build AI-agent workflows, develop tools, explore data-driven approaches, prototype improvements, and evaluate ideas on representative workloads for AI, compiler, and GPU kernel projects.
Compensation
Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The expected hourly rate for this position is 20 USD – 94 USD.
Responsibilities
Build AI-agent workflows that interact with code, compilers, GPU kernels, benchmarks, performance tools, and engineering systems.
Develop tools that help agents collect data, run experiments, analyze compiler, kernel, and performance feedback, identify optimization opportunities, and recommend next steps.
Explore data-driven approaches for compiler optimization, GPU kernel generation and tuning, performance prediction, decision support, and workflow automation.
Build reliable interfaces between AI agents and compiler, kernel, or developer-tool infrastructure.
Prototype improvements to compiler flows, code generation, GPU kernels, optimization tools, experimentation systems, or developer workflows.
Build AI-agent workflows, develop tools, prototype improvements, and evaluate ideas on representative workloads for AI, compiler, kernel, and performance engineering.
Compensation
Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The expected hourly rate for this position is 20 USD – 94 USD.
Responsibilities
Build AI-agent workflows that interact with code, compilers, GPU kernels, benchmarks, performance tools, and engineering systems.
Develop tools that help agents collect data, run experiments, analyze compiler, kernel, and performance feedback, identify optimization opportunities, and recommend next steps.
Explore data-driven approaches for compiler optimization, GPU kernel generation and tuning, performance prediction, decision support, and workflow automation.
Build reliable interfaces between AI agents and compiler, kernel, or developer-tool infrastructure.
Prototype improvements to compiler flows, code generation, GPU kernels, optimization tools, experimentation systems, or developer workflows.
Manager, StrategyArthur J. Gallagher & Co. (Gallagher) · Rolling Meadows, US