Regional Director - Independent Advisor Group (Sales)

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

The Regional Director is responsible for relationship management and business development of both existing and new clients in the central 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 is influenced by proactive relationship-building activities and the financial results that are derived from those activities. Key focus areas:

• In-person territory management: You will travel extensively across your assigned territory and build relationships via a combination of face-to-face meetings and virtual communication.
• Sales Success Factors: You drive commercial growth through day-to-day sales activities that build 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 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

#LI-Hybrid

This role is not eligible for immigration sponsorship.