Regional Director, Traditional Institutional Group

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Job summary

Dimensional Fund Advisors is seeking a Regional Director, Institutional Sales to develop relationships with institutional investors in an assigned territory and to collaborate with internal teams to deliver exceptional client service.

The successful candidate will build relationships at all levels, understand investment needs, articulate Dimensional’s investment philosophy, and lead discussions with a sophisticated audience while driving growth.

Qualifications

• At least ten years of investment sales experience in institutional assets.
• Experience with defined contribution, defined benefit, endowment & foundation clients.
• MBA and/or CFA strongly preferred

Responsibilities

• Develop, coordinate and implement marketing and sales programs for institutional clients in the United States.
• Develop opportunities regionally with senior Institutional Services team.
• Build deep relationships with staff at all levels of a client's business.
• Provide feedback to executive, sales and investment teams.
• Lead complex technical investment discussions with a sophisticated audience.
• Act as trusted advisor to prospects and clients

Skills

Relationship building

Communication skills

Time management

Integrity

Initiative

Education

MBA preferred

CFA preferred

SIE license

Series 7 license

Series 63/66 licenses

Job description

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 financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results. The Regional Director, Institutional Sales will develop relationships with institutional investors in an assigned territory and will work closely with colleagues throughout Dimensional to meet those objectives.

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 selling opportunities. Success in the role will require the candidate to acquire a deep understanding of Dimensional’ s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it.

Responsibilities

• Develop, coordinate and implement marketing and sales and client service programs for institutional clients and prospects in the United States
• Work with senior Institutional Services team members to fully develop all opportunities in the region
• Build and maintain deep relationships with staff at all levels of a client’s business
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions, including review meetings, with a sophisticated audience
• Act as an intellectual contributor and a trusted advisor to our prospects and clients

Qualifications

• A minimum of ten years of investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity
• Experience working with defined contribution, defined benefit, endowment & foundation clients
• A strong sense of professional and personal integrity and high ethical standards
• Demonstration of initiative, accountability and a focus on delivering consistent quality work
• Commitment to the philosophy and process underlying Dimensional’s investment approach
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
• An extensive knowledge of the institutional investment business
• Ability to prioritize and to exercise time management
• A strong academic background is required; MBA and/or CFA strongly preferred
• A proven track record and history of success is required
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
• This role is not eligible for immigration sponsorship #LI-Hybrid

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.

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.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.