Regional Director — Advisor Growth & Sales (Remote)

Dimensional Fund Advisors; California (MO); Hybrid; USD 155,000 - 185,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Celebrations of company culture and growth

Job summary

Dimensional Fund Advisors is seeking a Regional Director responsible for relationship management and business development in Northern California. This role requires a strong knowledge of investments, 10+ years of experience in financial services, and consultative sales abilities. The position can be performed remotely or on a hybrid basis from the Santa Monica office. The company offers a competitive salary range of $155,000 - $185,000 and is bonus eligible. Candidates must have a Bachelor’s Degree and relevant licenses.

Qualifications

• 10+ years of experience in the Financial Services Industry.
• Strong consultative sales abilities with Advisors.
• Ability to communicate technical investment approaches.

Responsibilities

• Lead sales and management efforts for a territory of financial advisors.
• Develop strategies to build advisor relationships.
• Educate advisors on investment theory and market behavior.

Skills

Sales leadership

Client relationship management

Investment knowledge

Consultative sales

Communication skills

Education

Bachelor’s Degree

MBA or CFA preferred

Tools

SIE License

Series 7 License

Series 63/66 Licenses

Job description

Dimensional Fund Advisors is seeking a Regional Director responsible for relationship management and business development in Northern California. This role requires a strong knowledge of investments, 10+ years of experience in financial services, and consultative sales abilities. The position can be performed remotely or on a hybrid basis from the Santa Monica office. The company offers a competitive salary range of $155,000 - $185,000 and is bonus eligible. Candidates must have a Bachelor’s Degree and relevant licenses.