Regional Director, Independent Advisor Relationships

CFA Institute; Austin (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Dimensional Fund Advisors seeks a Regional Director to lead relationship management and drive business development with fee-only financial advisors across the central United States. You will head sales efforts, educate advisors on capital markets and Dimensional's investment theory, and coordinate client services to address advisor needs.

The role requires 10+ years in Financial Services, a Bachelor's degree, and likely MBA or CFA; SIE/Series licenses within 12 weeks are required.

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 or 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

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.

Skills

Relationship management

Business development

Consultative selling

Advisors network

Communication skills

Public speaking

Entrepreneurial spirit

Education

Bachelor's Degree

MBA or CFA strongly preferred

Tools

SIE license

Series 7

Series 63/66

Job description

Dimensional Fund Advisors seeks a Regional Director to lead relationship management and drive business development with fee-only financial advisors across the central United States. You will head sales efforts, educate advisors on capital markets and Dimensional's investment theory, and coordinate client services to address advisor needs.

The role requires 10+ years in Financial Services, a Bachelor's degree, and likely MBA or CFA; SIE/Series licenses within 12 weeks are required.