Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Regional Director - Retirement Group (Remote/In-Territory eligible) role.

Rezi rewrites your resume against Dimensional Fund Advisors's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Regional Director - Retirement Group (Remote/In-Territory eligible) posting at Dimensional Fund Advisors — free, in seconds.

About the Role

The Regional Director, Retirement Group, will seek to develop and expand client relationships with insurance companies and stakeholders in the defined contribution space. The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify business development opportunities. Success in the role will require the candidate to acquire a deep understanding of Dimensional’s business processes, investment philosophy, and systematic approach, and effectively articulate this to clients. The candidate will work directly with Retirement Group teammates, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service.

Responsibilities

Develop, coordinate, and implement marketing, sales, and client service programs for current clients and prospects.
Work with senior Retirement and Institutional team members to fully develop opportunities.
Build and maintain deep relationships with staff at all levels of a client’s business.
Provide constructive feedback on market strategies and competitive trends to the executive, sales, and investment management teams.
Lead complex technical investment discussions, including sophisticated review meetings, with an institutional audience.
Act as an intellectual contributor, thought leader, and a trusted advisor to our prospects and clients.
Partner with advisors to streamline their practices, helping them navigate platform transitions and shift toward fee-based, advisory models.
Establish yourself as a "thought partner" to high-production wealth management teams and internal gatekeepers.
Deliver high-impact presentations on Dimensional’s investment philosophy and performance at complex-level meetings, regional conferences, and branch office sessions.
Coordinate with internal product specialists and client relationship teams to support complex advisor needs.
Serve as a high-visibility spokesperson for Dimensional’s academic research and investment theory within the competitive defined contribution marketplace.
Own territory P&L by increasing revenue and AUM through the strategic placement of Dimensional’s investment suite.

Requirements

Extensive track record of success in asset management wholesaling or institutional sales
A strong academic background with a Bachelor’s degree required; MBA, CFA, or CIMA designation strongly preferred to match the technical and intellectual sophistication of the firm.
Proven history of success in driving measurable AUM growth and managing a commercial territory.
Deep commitment to the academic philosophy and process underlying Dimensional’s evidence-based investment approach.
Excellent written and verbal communication skills, particularly with regards to conveying technical investment theories and key selling points in a clear, compelling manner.
Strong professional and personal integrity, high ethical standards, and a demonstrated capacity for initiative and accountability.
Exceptional time management skills with the ability to prioritize high-value territory activities.
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

MS Dynamics

Location

Austin
Charlotte
New York
New Jersey
Illinois

Work Type

Hybrid
In-territory

Experience Level

Extensive track record of success in asset management wholesaling or institutional sales
Proven history of success in driving measurable AUM growth and managing a commercial territory.

Education Level

Bachelor’s degree required
MBA, CFA, or CIMA designation strongly preferred

Salary/Compensations

$150,000 - $175,000

Benefits

Bonus eligible
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 advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience.

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.