Senior Associate, UMA Solutions
Company: Dimensional
Location: Charlotte
Posted on: April 1, 2026
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Job Description:
Job Description: 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. Responsibilities: · 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. Qualifications: · 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 escalate 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.
LI-Hybrid 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. It is the policy of the Company to
provide equal opportunity for all employees and applicants. The
Company recruits, hires, trains, promotes, compensates, and
administers all personnel actions without regard to actual or
perceived race, color, religion, religious practice, creed, sex,
sex stereotyping, pregnancy (which includes pregnancy, childbirth,
and medical conditions related to pregnancy, childbirth, or
breastfeeding), caregiver status, gender, gender identity, gender
expression, transgender identity, national origin, age, mental or
physical disability, ancestry, medical condition, marital status,
familial status, domestic partnership status, military or veteran
status or service, unemployment status, citizenship status or
alienage, sexual orientation, status as a victim of domestic
violence, status as a victim of stalking, status as a victim of sex
offenses, genetic information, political activities or recreational
activities, arrest or conviction record, salary history, natural
hairstyle or any other status protected by applicable law except as
otherwise required or permitted by law or regulation applicable to
the Company or its affiliates.
Keywords: Dimensional, Spartanburg , Senior Associate, UMA Solutions, Accounting, Auditing , Charlotte, South Carolina
