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About the Role

Dimensional Fund Advisors is seeking accomplished sales professionals to join our team as Regional Directors. This role involves business development and relationship management for new and existing clients within a designated distribution channel and territory. You will be responsible for all sales-related activities and coordinating client service teams to meet client needs.

Responsibilities

• Sales activities and management of clients within a territory.
• Develop new client relationships as well as retain and develop existing relationships.
• Present Dimensional’s investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions.
• Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team.
• Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
• Increase revenues, AUM and new clients within the territory through the growth of Dimensional’s product suite.

Requirements

• Strong foundational knowledge of investments, capital markets, and asset allocation theory.
• Excellent business development skills and a client-centric approach.
• Ability to act as a company ambassador, coach, guide, and secure new business while deepening existing relationships.
• Motivated by putting clients’ needs first.
• Passionate about world-class investment solutions.
• Driven by a results-oriented mindset.
• Alignment with Dimensional’s investment philosophy and ability to articulate its place in the market.
• Strong educational background and a passion for continued learning.
• Self-starter with a track record of building relationships and growing a territory.
• Entrepreneurial spirit, desire to continually grow and develop, intellectual curiosity, confident communicators with true competitive spirit.
• 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.
• Not eligible for immigration sponsorship.
• Resumes and portfolios are required.
• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
• Reasonable accommodation is available upon request for those requiring assistance in the application, interviewing, or employee selection process.

Skills

• Business development
• Relationship management
• Sales
• Client service
• Investment knowledge
• Capital markets knowledge
• Asset allocation theory
• Communication
• Teamwork
• Leadership

Location

• Remote (Northern California, New York/New Jersey, or Florida)
• Hybrid (Santa Monica, Charlotte, Austin)

Work Type

• Remote
• Hybrid

Experience Level

• External sales professionals
• Sales leaders

Education Level

• Strong educational background

Benefits

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

About the Company

• Dimensional Fund Advisors is a leading global investment firm offering 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.
• We have a learning mindset rooted in academia and powered by the great ideas in finance.
• Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
• We see great value from collaborating in our offices and appreciate the benefits of flexibility.
• Most roles fit our office-first hybrid approach: Together on campuses Tuesdays, Wednesdays, and Thursdays, with the choice to work in the office or remotely on Mondays and Fridays.
• This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility.

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.
• 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.