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About the Role

The Regional Director is responsible for relationship management and business development of both existing and new clients in the central region of the United States. They will lead all sales related activities and organize client services team efforts to address advisor needs. Success requires foundational knowledge of investments, capital markets, and asset allocation theory, along with the ability to discuss sophisticated investment solutions.

Responsibilities

Sales leadership and management of a territory composed primarily of fee-only, high net worth financial advisors.
Develop strategies to expand and retain existing and build net new advisor relationships.
Educate advisors on capital market behavior and investment theory.
Consult with advisor firms on building an efficient practice while providing a successful investment experience to clients.
Present Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
Formulate and execute tailored Dimensional initiatives and champions existing company initiatives.
Be a team-player and sales and marketing thought leader within the Dimensional team.
Be a spokesperson for the Dimensional brand and investment theory throughout the industry and marketplace.
Increase revenues, AUM and Advisor clients within the territory through the profitable growth of the Dimensional product suite.

Requirements

A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
Strong consultative sales abilities in building Advisor relationships and raising assets.
Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
An entrepreneurial spirit with high energy and passion; a self-starter.
Must have 10+ years of experience in the Financial Services Industry.
Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
Ability to present Dimensional’s products and philosophy to small and large groups.
Competitive but highly collaborative with the ability to work both independently and in a team environment.
SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment.
This role is not eligible for immigration sponsorship.
Resumes and portfolios (when applicable) are required as part of your application.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Skills

Foundational knowledge of investments, capital markets and asset allocation theory
Discuss sophisticated investment solutions
Strong business development and client service orientation
Understand the issues and challenges Advisors face in building a client-centric, fee-based business
Consultative sales abilities
Building Advisor relationships
Raising assets
Written and verbal communication skills
Conveying technical investment approaches
Conveying key Dimensional selling points
Presenting products and philosophy to small and large groups

Location

Central region of the United States

Work Type

Hybrid

Experience Level

10+ years of experience in the Financial Services Industry

Education Level

Bachelor’s Degree required
MBA or CFA strongly preferred

Benefits

Comprehensive benefits
Educational initiatives
Special celebrations of our history, culture, and growth

About the Company

Dimensional offers a variety of programs to help take care of you, your family, and your career.
At Dimensional, we want to change the way the world thinks about investing.
As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.
Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents.
With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience.
Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.
For more information about Dimensional and our current opportunities, please visit our Careers site.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.
Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays.
This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.
Please discuss with your Recruiter to confirm the details for this specific role.
Here at Dimensional, we strive to be an inclusive workplace for all.
Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

Equal Opportunity

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.