Regional Director, Wirehouse Advisor Growth

Dimensional Fund Advisors; California (MO); Hybrid; USD 150,000 - 175,000; Full time

Job summary

Dimensional Fund Advisors is seeking a Regional Director to lead business development and relationship management across Wirehouse advisor channels in a designated territory. You will drive strategic sales initiatives, build new relationships, and deepen partnerships to increase net new assets and market share.

You will collaborate with internal product teams to support complex advisor needs, serve as a thought leader on Dimensional’s investment philosophy, and travel extensively to meet clients

Qualifications

• Extensive track record in Financial Services, specifically within external wholesaling or sales.
• Bachelor’s Degree required; MBA, CFA, or CIMA designation strongly preferred to match the technical sophistication of the firm.
• Proven network and established Wirehouse relationships (Merrill, UBS, Wells) within Northern California.
• Demonstrated history of consistently exceeding NNA (Net New Assets) targets and scaling territory market share.
• An existing "rolodex" of high‑production, fee‑based FAs who prioritize fiduciary‑aligned portfolio construction.
• An entrepreneurial "self‑starter" mindset with the high energy required to manage a high‑travel, high‑activity territory.
• Exceptional ability to translate complex factor‑based investing and capital markets theory into clear, persuasive narratives for sophisticated advisor teams.
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.

Responsibilities

• Drive strategic sales and territory management across a book of business primarily composed of Wirehouse‑affiliated Financial Advisors (FAs).
• Proactively generate new advisor relationships while deepening existing partnerships to maximize Net New Assets (NNA) and market share.
• Partner with FAs 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 teams and internal gatekeepers.
• Deliver high‑impact presentations on Dimensional’s investment philosophy and performance at complex‑level meetings, regional Wirehouse conferences, and branch office sessions.
• Act as a sales and thought leader, coordinating with internal product specialists and the 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 Wirehouse marketplace.
• Own territory P&L by increasing revenue and AUM through the strategic placement of Dimensional’s investment suite.

Skills

Financial services

Wholesaling

Sales

Education

Bachelor’s Degree

MBA/CFA/CIMA preferred

Job description

Dimensional Fund Advisors is seeking a Regional Director to lead business development and relationship management across Wirehouse advisor channels in a designated territory. You will drive strategic sales initiatives, build new relationships, and deepen partnerships to increase net new assets and market share.

You will collaborate with internal product teams to support complex advisor needs, serve as a thought leader on Dimensional’s investment philosophy, and travel extensively to meet clients