Regional Director, Advisor Relationships

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 140,000 - 230,000; Full time

Job summary

Dimensional Fund Advisors seeks a Regional Director to lead business development and relationship management with broker-dealer advisors in a hybrid role in the United States. You will guide sales efforts, present investment capabilities, and coach others while driving growth in AUM and net cash flows.

Strong knowledge of investments and advisory dynamics is essential. The role requires extensive financial services experience, a BA, and advanced credentials such as MBA/CFA/CFP; Series 24 is a

Qualifications

• Extensive experience in the Financial Services Industry.
• Bachelor’s Degree required; MBA, CFA or CFP preferred.
• Series 24 is a plus and can lead to management of Client Service Members.

Responsibilities

• Sales leadership and management of a territory with broker dealer advisors.
• Develop new advisor relationships and deepen existing ones.
• Act as a trusted advisor to clients and colleagues.
• Present Dimensional’s investment capabilities and theory to advisors.
• Formulate and execute territory strategy and initiatives.
• Grow net cash flows and AUM from broker-dealer clients.

Skills

Relationship management

Sales leadership

Business development

Client service

Investment knowledge

Communication skills

Strategic planning

Education

Bachelor's Degree

MBA preferred

CFA/ CFP preferred

Job description

Dimensional Fund Advisors seeks a Regional Director to lead business development and relationship management with broker-dealer advisors in a hybrid role in the United States. You will guide sales efforts, present investment capabilities, and coach others while driving growth in AUM and net cash flows.

Strong knowledge of investments and advisory dynamics is essential. The role requires extensive financial services experience, a BA, and advanced credentials such as MBA/CFA/CFP; Series 24 is a