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About the Role

The Regional Director, Institutional Sales will develop relationships with institutional investors in an assigned territory and work closely with colleagues to meet objectives. The successful candidate will build strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.

Responsibilities

Develop, coordinate and implement marketing and sales and client service programs for institutional clients and prospects in the United States
Work with senior Institutional Services team members to fully develop all opportunities in the region
Build and maintain deep relationships with staff at all levels of a client’s business
Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
Lead complex technical investment discussions, including review meetings, with a sophisticated audience
Act as an intellectual contributor and a trusted advisor to our prospects and clients

Requirements

A minimum of ten years of investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity
Experience working with defined contribution, defined benefit, endowment & foundation clients
A strong sense of professional and personal integrity and high ethical standards
Demonstration of initiative, accountability and a focus on delivering consistent quality work
Commitment to the philosophy and process underlying Dimensional’ s investment approach
Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
An extensive knowledge of the institutional investment business
Ability to prioritize and to exercise time management
A proven track record and history of success is required
SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
This role is not eligible for immigration sponsorship

Skills

Sales
Client Service
Investment Sales
Relationship Building
Communication
Technical Investment Discussions
Time Management
Prioritization

Location

United States

Work Type

Hybrid

Experience Level

10+ years of investment sales experience

Education Level

Strong academic background required
MBA and/or CFA strongly preferred

Benefits

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

About the Company

The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace.
Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience.
Everyone is empowered to offer up and execute on innovative ways to produce results.

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.