Regional Director, Financial Advisor Relations

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Job summary

Dimensional Fund Advisors is seeking a Regional Director for the National Relationship Group in Charlotte, NC to lead business development and relationship management with independent and national broker-dealer advisors.

You will oversee sales leadership, present the firm's investment capabilities, and mentor client service teams while formulating and executing a tailored territory strategy to grow net cash flows and AUM.

Qualifications

• Bachelor's degree required; MBA/CFA/CFP preferred.
• Series 24 is a plus.
• Potential to manage Client Service Members in the future.

Responsibilities

• Sales leadership and management of a territory composed primarily of independent and national broker dealer advisors.
• Develop new advisor relationships, while retaining and deepening existing advisor relationships.
• Act as a trusted advisor to clients and colleagues alike.
• Present Dimensional Fund Advisors' investment capabilities, investment theory and performance to financial advisors in both one-to-many and one-to-one sales environments.
• Formulate and execute tailored territory strategy and champion existing company initiatives.
• Be a team-player and sales thought leader within the Dimensional team.
• Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry.
• Grow net cash flows and AUM from broker-dealer clients within the territory through the adoption and retention of Dimensional's investment strategies.

Skills

Financial services

Communication skills

Team collaboration

Self-starter

Sales leadership

Education

Bachelor's degree

MBA

CFA/CFP

SIE license

Series 7

Series 63/66

Series 24

Job description

Dimensional Fund Advisors is seeking a Regional Director for the National Relationship Group in Charlotte, NC to lead business development and relationship management with independent and national broker-dealer advisors.

You will oversee sales leadership, present the firm's investment capabilities, and mentor client service teams while formulating and executing a tailored territory strategy to grow net cash flows and AUM.