Regional Director, Retirement Group — Hybrid & Bonus

Dimensional Fund Advisors; New York (NY); Ibrido; USD 150.000 - 175.000; Tempo pieno

Descrizione del lavoro

Dimensional Fund Advisors is seeking a Regional Director within the Global Client Group to lead proactive sales initiatives and expand client relationships across the defined contribution space. The role requires strong knowledge of investments, capital markets, and asset allocation theory, and involves coordinating with internal teams to ensure superior client service.

The successful candidate will build relationships at all levels, drive revenue growth, and manage territory P&L through

Competenze

• Proven success in asset management wholesaling or institutional sales.
• Bachelor’s degree required; MBA/CFA/CIMA strongly preferred to match the firm’s technical sophistication.
• Demonstrated ability to drive AUM growth and manage a commercial territory.
• Commitment to Dimensional’s evidence-based investment philosophy and academic approach.
• Excellent written and verbal communication skills for complex investment discussions.

Mansioni

• Develop and implement marketing, sales, and client service programs for existing clients and prospects.
• Collaborate with senior Retirement and Institutional teams to develop opportunities.
• Build and maintain deep relationships at all levels of client organizations.
• Lead complex technical investment discussions with institutional audiences.
• Act as a thought partner to high-production wealth management teams and internal gatekeepers.
• Deliver high-impact presentations on Dimensional’s investment philosophy and performance.

Conoscenze

Asset management

Wholesaling

Institutional sales

Client relationship building

Business development

Formazione

Bachelor's degree

MBA

CFA

CIMA designation

Strumenti

SIE License

Series 7

Series 63/66

Descrizione del lavoro

Dimensional Fund Advisors is seeking a Regional Director within the Global Client Group to lead proactive sales initiatives and expand client relationships across the defined contribution space. The role requires strong knowledge of investments, capital markets, and asset allocation theory, and involves coordinating with internal teams to ensure superior client service.

The successful candidate will build relationships at all levels, drive revenue growth, and manage territory P&L through