Regional Director, Wirehouse Advisory Growth

CFA Institute; Austin (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Dimensional is seeking a Regional Director for the Broker-Dealer Advisor Group to lead business development and relationship management across a territory of wire-house financial advisors. The role combines sales leadership with client service coordination to expand Net New Assets and assets under management.

You will present Dimensional's investment philosophy at conferences and meetings, partner with product specialists, and travel extensively to build relationships.

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.

Responsibilities

• Sales leadership and management of a territory composed primarily of wire-house affiliated financial advisors.
• Proactively generate new advisor relationships while deepening existing partnerships to maximize Net New Assets (NNA) and market share.
• Partner with financial advisors to streamline practices 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 investment philosophy and performance at meetings and conferences.
• Act as a sales and thought leader, coordinating with internal product specialists and client relationship teams.

Skills

Financial Services

External Wholesaling

Sales

Education

Bachelor's Degree

MBA / CFA / CIMA (preferred)

Tools

CRM

Job description

Dimensional is seeking a Regional Director for the Broker-Dealer Advisor Group to lead business development and relationship management across a territory of wire-house financial advisors. The role combines sales leadership with client service coordination to expand Net New Assets and assets under management.

You will present Dimensional's investment philosophy at conferences and meetings, partner with product specialists, and travel extensively to build relationships.