Regional Director - Broker Dealer Group

Dimensional•Austin, TX

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. The Broker-Dealer Advisor Group is responsible for driving net new assets and managing top-tier advisor relationships within major wirehouse advisors. The Regional Director will lead proactive sales initiatives and coordinate across the broader broker-dealer channel to deepen Dimensional’s footprint within a designated territory. The Regional Director will leverage a strong knowledge of investments, capital markets, and asset allocation theory to partner with clients and prospects and effectively position Dimensional’s investment solution. 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. Success in the role will be measured by the financial results that are delivered and the relationship building activities that drive them forward. This will include prioritizing in person meetings and events over virtual communication, networking actively and utilizing CRM (MS Dynamics) effectively.

Requirements

SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses ; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment.
This role is not eligible for immigration sponsorship.

Nice To Haves

Extensive track record of success in asset management wholesaling or sales .
Bachelor’s degree ; MBA, CFA, or CIMA designation strongly preferred to match the technical sophistication of the firm.
An existing network of high-production, fee-based advisors who prioritize fiduciary-aligned portfolio construction in the wirehouse or advisor space is a 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 targets and scaling market share.
An entrepreneurial "self-starter" mindset with the high energy 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 regard 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.

Responsibilities

Drive strategic sales and territory management across a book of business primarily composed of wirehouse -affiliated financial advisors.
Proactively generate new advisor relationships while deepening existing partnerships to maximize net new assets and market share.
Partner with advisors 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.
Serve as a high-visibility spokesperson for Dimensional’s academic research and investment theory within the competitive wirehouse marketplace.
Own territory P&L by increasing revenue and AUM through the strategic placement of Dimensional’s investment suite.