Regional Director, Financial Advisor Growth

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 160,000 - 210,000; Full time

Job summary

Dimensional Fund Advisors is seeking a Regional Director to lead relationship management and business development across the central United States, focusing on fee-based financial advisors. You will guide sales, educate on capital market behavior, and drive growth with a client-centric approach.

The role requires 10+ years in financial services, strong communication, and the ability to present complex investment concepts to groups. Travel and in-person engagement are essential for success.

Qualifications

• 10+ years in Financial Services.
• Bachelor's degree required; MBA or CFA strongly preferred.
• Excellent written and verbal communication skills.
• Ability to present Dimensional's investment capabilities to groups.
• Entrepreneurial spirit with high energy and self-starter.
• Willingness to travel extensively and meet clients.

Responsibilities

• Sales leadership and management of a territory composed primarily of fee-only, high net worth financial advisors.
• Develop strategies to expand and retain existing and build net new advisor relationships.
• Educate advisors on capital market behavior and investment theory.
• Consult with advisor firms on building an efficient practice while providing a successful investment experience to clients.
• Present Dimensional's investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
• Formulate and execute tailored Dimensional initiatives and champion existing company initiatives.
• Be a team-player and sales and marketing thought leader within the Dimensional team.
• Be a spokesperson for the Dimensional brand and investment theory throughout the industry and marketplace.
• Increase revenues, AUM and Advisor clients within the territory through the profitable growth of the Dimensional product suite.

Skills

Relationship building

Sales leadership

Consultative selling

Networking

Presentation skills

Team collaboration

Financial services knowledge

Education

Bachelor's degree

MBA

CFA

Tools

SIE license

Series 7

Series 63/66

Job description

Dimensional Fund Advisors is seeking a Regional Director to lead relationship management and business development across the central United States, focusing on fee-based financial advisors. You will guide sales, educate on capital market behavior, and drive growth with a client-centric approach.

The role requires 10+ years in financial services, strong communication, and the ability to present complex investment concepts to groups. Travel and in-person engagement are essential for success.