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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 effectively address advisor needs. Success requires foundational knowledge of investments, capital markets, and asset allocation theory, along with the ability to discuss sophisticated investment solutions and a strong business development and client service orientation.

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.
Travel extensively across the assigned region to prioritize face-to-face meetings.
Drive commercial growth by building long-term trust through regional events, active networking, and client support to create a pipeline of new business.

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.
An entrepreneurial spirit with high energy and passion; a self-starter.
Must have 10+ years of experience in the Financial Services Industry.
Bachelor’s Degree required.
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.

Skills

Investments
Capital markets
Asset allocation theory
Consultative sales
Business development
Client service
Communication skills
Presentation skills

Location

Central region of the United States

Work Type

Full-time
Onsite

Experience Level

10+ years of experience in the Financial Services Industry

Education Level

Bachelor’s Degree
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.

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.