Regional Director - Retirement Group (Remote/In-Territory eligible)

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Hybrid work pattern

Comprehensive benefits

Job summary

Dimensional Fund Advisors is seeking a Regional Director for the Retirement Group to lead proactive sales initiatives and expand client relationships in a designated territory. You will leverage investments knowledge to partner with clients, managing complex discussions and delivering Dimensional’s investment solutions.

The role requires a strong client-service orientation, relationship-building across all levels, and a deep understanding of the firm’s philosophy.

Qualifications

• Extensive track record of success in asset management wholesaling or institutional sales.
• Established distribution relationships with key decision-makers at retirement aggregators and institutions.
• Bachelor’s degree required; MBA, CFA, or CIMA preferred.
• Proven history of driving AUM growth and territory management.
• SIE, Series 7 and Series 63/66 licenses required; must be obtained within 12 weeks.

Responsibilities

• Develop, coordinate, and implement marketing, sales, and client service programs.
• Build deep relationships with staff at all levels of a client’s business.
• Lead complex investment discussions with institutional audiences.
• Deliver high-impact presentations on investment philosophy and performance.
• Own territory P&L by increasing revenue and AUM.

Skills

Asset management

Institutional sales

Relationship building

CRM management

Education

Bachelor's degree

MBA CFA or CIMA preferred

Tools

MS Dynamics

Job description

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonable expect to pay a salary range of: $150,000 - $175,000 This role is also bonus eligible.

The Team:

The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. The Regional Director, Retirement Group, will seek to develop and expand client relationships with insurance companies and stakeholders in the defined contribution space. The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify business development opportunities. Success in the role will require the candidate to acquire a deep understanding of Dimensional’s business processes, investment philosophy, and systematic approach, and effectively articulate this to clients. The candidate will work directly with Retirement Group teammates, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service.

The Role:

The Regional Director will lead proactive sales initiatives and coordinate across the broader broker-dealer channel to deepen Dimensional’s footprint within a designated territory. The Regional Director will leverage a strong knowledge of investments, capital markets, and asset allocation theory to partner with clients and prospects and effectively position Dimensional’s investment solutions. The Regional Director must have a solid business development and client service orientation and understand the operational and business issues advisors face in building a client-centric, fee-based business. Success in the role will be measured by the financial results that are delivered and the relationship-building activities that drive them forward. This will include prioritizing in-person meetings and events over virtual communication, networking actively, and utilizing CRM (MS Dynamics) effectively. Please note this position can be carried out on a hybrid working pattern from Austin or Charlotte. This role could also be in-territory in New York, New Jersey, or Illinois.

Responsibilities:

• Develop, coordinate, and implement marketing, sales, and client service programs for current clients and prospects.
• Work with senior Retirement and Institutional team members to fully develop opportunities.
• Build and maintain deep relationships with staff at all levels of a client’s business.
• Provide constructive feedback on market strategies and competitive trends to the executive, sales, and investment management teams.
• Lead complex technical investment discussions, including sophisticated review meetings, with an institutional audience.
• Act as an intellectual contributor, thought leader, and a trusted advisor to our prospects and clients.
• Partner with advisors to streamline their practices, helping them navigate platform transitions and shift toward fee-based, advisory models.
• Establish yourself as a "thought partner" to high-production wealth management teams and internal gatekeepers.
• Deliver high-impact presentations on Dimensional’s investment philosophy and performance at complex-level meetings, regional conferences, and branch office sessions.
• Coordinate with internal product specialists and client relationship teams to support complex advisor needs.
• Serve as a high-visibility spokesperson for Dimensional’s academic research and investment theory within the competitive defined contribution marketplace.
• Own territory P&L by increasing revenue and AUM through the strategic placement of Dimensional’s investment suite.

Experience and Qualifications:

• Extensive track record of success in asset management wholesaling or institutional sales
• Established distribution relationships with key decision-makers and gatekeepers at top-tier corporate retirement aggregators, national recordkeepers, and institutional retirement plan consulting firms.
• A strong academic background with a Bachelor’s degree required; MBA, CFA, or CIMA designation strongly preferred to match the technical and intellectual sophistication of the firm.
• Proven history of success in driving measurable AUM growth and managing a commercial territory.
• Deep commitment to the academic philosophy and process underlying Dimensional’s evidence-based investment approach.
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment theories and key selling points in a clear, compelling manner.
• Strong professional and personal integrity, high ethical standards, and a demonstrated capacity for initiative and accountability.
• Exceptional time management skills with the ability to prioritize high-value territory activities.
• 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.
• This role is not eligible for immigration sponsorship.

Benefits and Company Culture:

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. At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

Additional Information:

For more information about Dimensional and our current opportunities, please visit our Careers site. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.