Regional Director, Independent Advisors — Remote/Hybrid

Dimensional Fund Advisors; Santa Monica (CA); Hybrid; USD 155,000 - 185,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Work-life balance support

Job summary

A leading global investment firm is seeking a Regional Director to oversee client relationships and drive business development in Northern California. This role involves managing relationships with fee-only, high net worth financial advisors, educating them on investment strategies, and presenting the firm's capabilities. The ideal candidate has over 10 years of experience in financial services, a Bachelor's degree, and strong communication skills. Remote and hybrid work arrangements are available.

Qualifications

• 10+ years of experience in the Financial Services Industry.
• Ability to present Dimensional’s products clearly.
• SIE, Series 7, and Series 63/66 licenses required within first 12 weeks.

Responsibilities

• Lead sales management for financial advisors.
• Develop and retain advisor relationships.
• Educate advisors on investment theory and capital market behavior.

Skills

Strong consultative sales abilities

Extensive knowledge of financial advisors

Excellent written and verbal communication skills

Entrepreneurial spirit

Team collaboration skills

Education

Bachelor's Degree

MBA or CFA

Job description

A leading global investment firm is seeking a Regional Director to oversee client relationships and drive business development in Northern California. This role involves managing relationships with fee-only, high net worth financial advisors, educating them on investment strategies, and presenting the firm's capabilities. The ideal candidate has over 10 years of experience in financial services, a Bachelor's degree, and strong communication skills. Remote and hybrid work arrangements are available.