Regional Director, Wirehouses (Remote/In-Territory Eligible)

Dimensional•Charlotte, FL

1d•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. The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients. They will lead all sales related activities as well as organize efforts of client service team members to effectively address the needs of Advisors in the territory. To be successful, the Regional Director must have a strong knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors. Just as important, the Regional Director must have a solid business development and client service orientation and understand the issues and setbacks Advisors face in building a client-centric, fee-based business. This position can be performed remotely in Florida (Southern) or on a hybrid Schedule from our Charlotte office.

Requirements

SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment

Nice To Haves

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, MS, UBS, Wells) within Florida and/or Puerto Rico; bilingual (English/Spanish) is a significant plus.
Deep personal conviction in evidence-based investing and the ability to champion Dimensional’s academic-rooted philosophy over traditional active management.
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.
Ability to present Dimensional’s products and philosophy to small and large groups.
Act as a coach and mentor to junior members of the team

Responsibilities

Sales leadership and management of a territory composed primarily of wire-house affiliated financial advisors
Proactively generate for 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.
Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
Increase revenues, AUM and Advisor clients within the territory through the profitable growth of Dimensional’s product suite.