Regional Director, RIAs (Remote/In-Territory Eligible) Pacific North West

Dimensional Fund Advisors; Washington (District of Columbia); Remote; USD 155,000 - 200,000; Full time

Job summary

A leading financial services firm is seeking a Regional Director to manage relationships and drive business development in the Pacific Northwest. The role involves leading sales activities, educating advisors, and promoting the firm's investment philosophy. Ideal candidates should have strong consultative sales skills, a network of financial advisors, and a minimum of 10 years in the industry. This position offers a competitive salary and the opportunity to work remotely.

Qualifications

• 10+ years in the Financial Services Industry.
• SIE, Series 7, and Series 63/66 licenses required.

Responsibilities

• Lead sales and manage a territory of fee-only, high net worth financial advisors.
• Develop strategies to expand and retain advisor relationships.
• Act as a brand ambassador and industry spokesperson.

Skills

Consultative Sales Skills

Communication

Entrepreneurial Spirit

Education

Bachelor’s Degree

MBA

CFA

Job description

Regional Director, RIAs (Remote/In-Territory Eligible) Pacific North West

Join to apply for the Regional Director, RIAs (Remote/In-Territory Eligible) Pacific North West role at Dimensional Fund Advisors.

Job Details

3 days ago Be among the first 25 applicants.

This role can be performed remotely in Washington, Oregon, Northern California, or from our Santa Monica office.

Compensation

Dimensional Fund Advisors provided pay range:
$155,000 - $200,000 per year. Actual pay will depend on skills and experience.

Role Overview

The Regional Director manages relationships and business development with existing and new clients in the Northwestern US. Responsibilities include leading sales activities, organizing client service efforts, and promoting Dimensional’s investment philosophy.

Responsibilities

• Lead sales and manage a territory of fee-only, high net worth financial advisors.
• Develop strategies to expand and retain advisor relationships.
• Educate advisors on capital market behavior and investment theory.
• Consult with advisors on building efficient practices and delivering excellent investment experiences.
• Present Dimensional's investment capabilities at industry events.
• Implement tailored initiatives and support company programs.
• Act as a brand ambassador and industry spokesperson.
• Grow revenues, assets under management, and client base within the territory.

Qualifications

• Alignment with Dimensional’s investment philosophy and business strategy.
• Strong consultative sales skills and a network of fee-based financial advisors.
• Entrepreneurial spirit, high energy, and self-motivation.
• 10+ years in the Financial Services Industry.
• Bachelor’s Degree; MBA or CFA preferred.
• Excellent communication skills, both written and verbal.
• Ability to present to groups of varying sizes.
• Collaborative team player with independence.
• SIE, Series 7, and Series 63/66 licenses required; to be obtained within 12 weeks of hire.

Additional Details

Salary range: $155,000 - $185,000 plus bonuses, depending on credentials and experience.

Job Level and Function

• Level: Director
• Type: Full-time
• Function: Sales and Business Development