Regional Director, Consultant Relations

Dimensional • Austin, TX

10d • Hybrid

About The Position

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. Our Consultant channel is responsible for working with the Investment Consultant community across the globe and partnering with the rest of our sales teams. Reporting to the Global Head of Consultant Relations, the Regional Director will develop and expand relationships with key decision makers at the North American offices of the assigned investment consulting firms. The individual will work closely with Dimensional’s Global Consultant Relations team, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business.

Requirements

• Bachelor’s Degree required; MBA or CFA strongly preferred
• At least 7 to 10 years of investment experience, ideally gained from working at an institutional asset manager or a consulting firm; DC experience a plus
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
• Ability to work independently, to prioritize and exercise time management
• Computer and analytical expertise
• A strong sense of professional and personal integrity and high ethical standards
• Demonstration of initiative, accountability and focus on quality
• Commitment to the philosophy and process underlying Dimensional’s investment approach
• Practical knowledge of the institutional investment business
• Highly motivated to significantly increase depth and breadth of consultant relationships
• A proven track record and history of success
• Series 7 and 63/66 licensed; ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

Nice To Haves

• MBA or CFA strongly preferred
• At least 7 to 10 years of investment experience, ideally gained from working at an institutional asset manager or a consulting firm; DC experience a plus

Responsibilities

• Develop, coordinate and implement business development plans for the institutional consultant community
• Increase breadth and depth of relevant buy ratings across investment platform
• Establish and develop relationships with manager researchers and field consultants who are key influencers
• Partner with colleagues responsible for developing institutional business outside of North America as needed
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions with a sophisticated audience
• Have a strong voice with regards to positioning, communications and customized solutions
• Act as an intellectual contributor and a trusted advisor to the consultant community
• Mentor and guide less experienced team members

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees