Regional Director, Retirement Group — Growth Leader

Dimensional Fund Advisors; Illinois; Hybrid; USD 150.000 - 175.000; Vollzeit

Benefits dieser Stelle

Bonus eligible

Zusammenfassung

Dimensional Fund Advisors seeks a Regional Director, Retirement Group to develop and expand client relationships within the defined contribution space, including insurance company stakeholders. You’ll articulate Dimensional’s investment philosophy and coordinate with marketing, portfolio management, and analytics to deliver exceptional client service.

The role emphasizes proactive sales, in-territory coverage, and a strong client-service orientation, with hybrid work options in selected cities.

Qualifikationen

• Proven track record of success in asset management wholesaling or institutional sales.
• Established distribution relationships with decision-makers at corporate retirement aggregators, national recordkeepers, and consultants.
• Bachelor’s degree required; MBA/CFA/CIMA strongly preferred to match technical sophistication.

Aufgaben

• Develop, coordinate, and implement marketing, sales, and client service programs for current clients and prospects.
• Work with senior Retirement and Institutional teams to develop opportunities.
• Build and maintain deep relationships with staff at all levels of a client’s business.
• Provide feedback on market strategies and competitive trends to leadership and teams.
• Lead complex investment discussions with an institutional audience.
• Act as a trusted advisor to prospects and clients; partner with advisors to shift toward fee-based models.

Kenntnisse

Asset management

Relationship building

Sales leadership

Client service

Communication

Time management

Ethics

Ausbildung

Bachelor’s degree

MBA / CFA / CIMA preferred

Tools

CRM (MS Dynamics)

Jobbeschreibung

Dimensional Fund Advisors seeks a Regional Director, Retirement Group to develop and expand client relationships within the defined contribution space, including insurance company stakeholders. You’ll articulate Dimensional’s investment philosophy and coordinate with marketing, portfolio management, and analytics to deliver exceptional client service.

The role emphasizes proactive sales, in-territory coverage, and a strong client-service orientation, with hybrid work options in selected cities.