Remote Regional Director for Financial Advisor Growth

Dimensional Fund Advisors; United States; Hybrid; USD 155,000 - 185,000; Full time

Job summary

Dimensional Fund Advisors is seeking a Regional Director to lead relationship management and business development in Northern California, with remote work options or a Santa Monica hybrid schedule. You will drive sales, coordinate client services, and expand advisor relationships across fee-only, high-net-worth firms.

The ideal candidate brings deep investment knowledge, a proven track record with advisory growth, and the ability to educate on capital market behavior.

Qualifications

• Must have 10+ years of experience in the financial services industry.
• Strong consultative sales abilities in building advisor relationships and assets.
• Extensive knowledge and network of fee-based financial advisors.
• Entrepreneurial spirit with high energy and initiative.
• SIE, Series 7, and Series 63/66 licenses; must be obtained within 12 weeks.

Responsibilities

• Sales leadership and management of a territory of fee-only, high net worth advisors.
• Develop strategies to expand and retain relationships and build new ones.
• Educate advisors on capital market behavior and investment theory.
• Consult with advisor firms to build an efficient practice and client experience.
• Present Dimensional capabilities, theory and performance to advisors and at events.
• Formulate and execute Dimensional initiatives and champion company programs.
• Be a team-player, sales and marketing thought leader within the Dimensional team.
• Serve as a spokesperson for Dimensional and its investment theory.
• Increase revenues, AUM and advisor clients through product suite growth.

Skills

Relationship management

Sales leadership

Advisor relationships

Investment knowledge

Communication skills

Team player

Education

Bachelor’s Degree

MBA or CFA preferred

Job description

Dimensional Fund Advisors is seeking a Regional Director to lead relationship management and business development in Northern California, with remote work options or a Santa Monica hybrid schedule. You will drive sales, coordinate client services, and expand advisor relationships across fee-only, high-net-worth firms.

The ideal candidate brings deep investment knowledge, a proven track record with advisory growth, and the ability to educate on capital market behavior.