Regional Director - Independent Advisors (Sales)

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

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.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.