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

CFA Institute; Austin (TX); Hybride; USD 150 000 - 175 000; Plein temps

Résumé du poste

Dimensional is seeking a Regional Director to lead proactive sales initiatives within a designated territory, focusing on retirement and institutional clients. The role emphasizes in-person engagement, deep investment knowledge, and collaboration with marketing, portfolio management, and analytics to deliver exceptional client service.

Hybrid role based in Austin or Charlotte with potential in New York, New Jersey, or Illinois; requires SIE, Series 7/63/66 licenses within 12 weeks; strong

Qualifications

• Proven track record in asset management wholesaling or institutional sales.
• Established relationships with decision-makers at retirement aggregators and recordkeepers.
• MBA, CFA, or CIMA designation strongly preferred.
• Proven history of driving measurable AUM growth in a commercial territory.
• Excellent written and verbal communication skills; integrity and accountability.
• Licenses SIE, Series 7, Series 63/66; must be obtained within 12 weeks.

Responsabilités

• Develop, coordinate, and implement marketing, sales, and client service programs.
• Build deep relationships with staff at all levels of client organizations.
• Lead complex investment discussions with institutional audiences.
• Own territory P&L by increasing revenue and AUM through investment solutions.
• Prioritize in-person meetings and regional events to grow footprint.

Connaissances

Asset management wholesaling

Institutional sales

Business development

Relationship building

Formation

Bachelor's degree

MBA or CFA preferred

CIMA designation preferred

Description du poste

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.

Job Description

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.

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.