Sales & Business Development - Regional Director

Dimensional Fund Advisors•Santa Monica, CA

2d•$155,000 - $185,000•Hybrid

About The Position

Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices for the role of Regional Director. This role is responsible for business development and relationship management of both new and existing clients in a designated distribution channel and territory. The Regional Director will be responsible for all sales-related activities and organizing the efforts of client service team members to effectively address the needs of their client base. This role can be remote in Northern California or Florida for the right candidate with a great network, or hybrid from our offices in Santa Monica, Charlotte, and Austin.

Requirements

Strong foundational knowledge of investments, capital markets, and asset allocation theory.
Excellent business development skills.
A truly client-centric approach.
Ability to coach, guide, and secure new business while deepening existing relationships.
Track record of building relationships and growing a territory.
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.
Resumes and portfolios are required as part of your application.

Nice To Haves

Align with Dimensional’s investment philosophy and be able to articulate its place in the market.
Strong educational background and a passion for continued learning that goes hand in hand with intellectual curiosity.
Entrepreneurial spirit.
Desire to continually grow and develop.
Intellectual curiosity.
Confident communicators that show true competitive spirit.
If not currently working within asset management, a cover letter/profile that tells us about your desire to change to the buy side.

Responsibilities

Sales activities and management of clients within a territory.
Develop new client relationships as well as retain and develop existing relationships.
Present Dimensional’s investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions.
Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team.
Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
Increase revenues, AUM and new clients within the territory through the growth of Dimensional’s product suite.