Strategic Regional Director, Institutional Sales

Dimensional Fund Advisors; Austin, Northern (TX, KY); Hybrid; USD 140,000 - 230,000; Full time

Job summary

Dimensional Fund Advisors seeks a Regional Director, Institutional Sales to develop relationships with institutional investors in the United States and to work with Dimensional’s teams to deliver exceptional client service. The role requires deep knowledge of the institutional investment business and strong communication skills.

The candidate will manage senior client conversations, articulate Dimensional’s investment philosophy, and drive opportunities across defined contribution, defined

Qualifications

• Minimum 10 years of investment sales experience with institutional clients.
• Experience with defined contribution, defined benefit, endowment and foundation clients.
• SIE, Series 7, and Series 63/66 licenses (or ability to attain within 8 weeks).
• MBA and CFA strongly preferred.
• High ethical standards and strong relationship skills.

Responsibilities

• Develop, coordinate and implement marketing, sales and client service programs for institutional clients in the United States.
• Build deep relationships with staff at all levels of a client’s business.
• Lead complex technical investment discussions to a sophisticated audience.
• Collaborate with marketing, portfolio management and analytics to ensure exceptional client service.

Skills

Institutional sales

Relationship management

Client service

Public speaking

Education

MBA or CFA preferred

Job description

Dimensional Fund Advisors seeks a Regional Director, Institutional Sales to develop relationships with institutional investors in the United States and to work with Dimensional’s teams to deliver exceptional client service. The role requires deep knowledge of the institutional investment business and strong communication skills.

The candidate will manage senior client conversations, articulate Dimensional’s investment philosophy, and drive opportunities across defined contribution, defined