Regional Director - Financial Advisor Growth (Remote)

Dimensional Fund Advisors; California; Hybrid; USD 100,000 - 140,000; Full time

Job summary

A leading investment firm is seeking a Regional Director in California to manage relationships with fee-only financial advisors. The individual will lead sales initiatives, develop new advisor relationships, and educate clients on investment strategies. The ideal candidate will have over 10 years of experience in financial services, a comprehensive understanding of investments, and strong consultative sales abilities. Remote work options are available, and relevant licenses must be obtained soon after hiring.

Qualifications

• 10+ years of experience in the Financial Services Industry.
• Knowledge of fee-based financial advisors.
• Ability to convey investment strategies clearly.

Responsibilities

• Lead sales activities and manage high net worth financial advisors.
• Develop strategies to build and retain advisor relationships.
• Educate advisors on investment theory and behavior.
• Present investment capabilities to various stakeholders.
• Increase revenues and advisor clients within the territory.

Skills

Consultative sales abilities

Understanding of investments and capital markets

Strong communication skills

Ability to present effectively

Business development orientation

Education

Bachelor’s Degree

MBA or CFA preferred

Job description

This position can be performed remotely in Northern California or on a hybrid schedule from our Santa Monica office.

The Regional Director is responsible for relationship management and business development of both existing and new clients in the Northern California region of the United States. They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of advisors.

To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors. Just as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business.

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 Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
• Formulate and execute tailored Dimensional initiatives and champions 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.

What good looks like for a Regional Director:

Your success as a Regional Director at Dimensional boils down to two main things: the financial results you deliver and the proactive, relationship-building activities that drive them forward.

• In-person territory management: You will travel extensively across your assigned region to prioritize face-to-face meetings over virtual communication.
• Sales Success Factors: You drive commercial growth by doing the hard work that builds long-term trust. By showing up at regional events, networking actively, and genuinely supporting your clients, you create a natural pipeline of new business that naturally drives net new revenue.

Qualifications:

• A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
• Strong consultative sales abilities in building Advisor relationships and raising assets.
• Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
• An entrepreneurial spirit with high energy and passion; a self-starter.
• Must have 10+ years of experience in the Financial Services Industry.
• Bachelor’s Degree required; MBA or CFA strongly preferred.
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
• Ability to present Dimensional’s products and philosophy to small and large groups.
• Competitive but highly collaborative with the ability to work both independently and in a team environment.
• 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.