Regional Director, Investor Sales (Remote)

Dimensional Fund Advisors

Austin (TX)

Hybrid

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits
Educational initiatives
Celebrations of company culture

Job summary

Dimensional Fund Advisors is hiring a Regional Director for the Austin office (or remotely) to focus on business development and client relationship management. This role emphasizes strong knowledge of investments and excellent communication skills. Candidates should align with Dimensional's investment philosophy and possess a strong educational background.

The position is ideal for self-starters who can build relationships and grow their territory. A comprehensive benefits package is offered alongside a results-oriented working environment.

Qualifications

  • Strong foundational knowledge of investments, capital markets, and asset allocation theory.
  • Demonstrated track record of building relationships and growing a territory.
  • SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required.

Responsibilities

  • Sales activities and management of clients within a territory.
  • Develop new client relationships as well as retain and develop existing relationships.
  • Present investment capabilities to clients and at industry functions.
  • Be a spokesperson and ambassador of the Dimensional brand.
  • Increase revenues and new clients through product growth.

Skills

Knowledge of investments
Business development skills
Client-centric approach
Strong communication

Education

Strong educational background

Job description

Dimensional Fund Advisors is hiring a Regional Director for the Austin office (or remotely) to focus on business development and client relationship management. This role emphasizes strong knowledge of investments and excellent communication skills. Candidates should align with Dimensional's investment philosophy and possess a strong educational background.

The position is ideal for self-starters who can build relationships and grow their territory. A comprehensive benefits package is offered alongside a results-oriented working environment.

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