Regional Director, Advisors Growth (Remote/Hybrid)

Dimensional Fund Advisors; Oregon (WI); Hybrid; USD 155,000 - 185,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Special celebrations of company culture

Job summary

Dimensional Fund Advisors is looking for a Regional Director responsible for managing client relationships and driving business development in Northern California. This role requires at least 10 years of experience in the Financial Services Industry and strong consultative sales skills. The ideal candidate will possess a deep understanding of investments and client needs, with communication skills to effectively convey Dimensional's philosophy. This position offers remote or hybrid working options.

Qualifications

• 10+ years of experience in the Financial Services Industry.
• Ability to convey technical investment approaches clearly.
• Familiarity with Dimensional's investment philosophy.

Responsibilities

• Manage relationship and business development for financial advisors.
• Develop strategies to expand advisor relationships.
• Present investment capabilities to various audiences.

Skills

Consultative sales abilities

Strong communication skills

Knowledge of financial advisors

Entrepreneurial spirit

Team collaboration

Education

Bachelor’s Degree

MBA or CFA preferred

Tools

SIE license

Series 7 license

Series 63/66 licenses

Job description

Dimensional Fund Advisors is looking for a Regional Director responsible for managing client relationships and driving business development in Northern California. This role requires at least 10 years of experience in the Financial Services Industry and strong consultative sales skills. The ideal candidate will possess a deep understanding of investments and client needs, with communication skills to effectively convey Dimensional's philosophy. This position offers remote or hybrid working options.