Sales & Business Development - Regional Director

Dimensional•Santa Monica, CA

12h•Hybrid

About The Position

Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution channel and territory. Whether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base. We look for individuals with a strong foundational knowledge of investments, capital markets, and asset allocation theory to be able to discuss the sophisticated investment solutions that Dimensional provides. Just as importantly, a Regional Director must have excellent business development skills and a truly client-centric approach. We look to our sales leaders to be company ambassadors that coach, guide, and secure new business while deepening existing relationships. Ultimately, the goal is to help our investment solutions reach as many people as possible. We reward based on sales performance as well as demonstrating strong team orientation and leadership behaviour.

Requirements

Strong foundational knowledge of investments, capital markets, and asset allocation theory.
Excellent business development skills.
Client-centric approach.
Self-starter who can demonstrate a 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.
Not eligible for immigration sponsorship.

Nice To Haves

Great network (for remote positions in Northern California, New York/New Jersey, or Florida).
Passion for world class investment solutions.
Driven by a results-oriented mindset.
Alignment with Dimensional’s investment philosophy and ability to articulate its place in the market.
Strong educational background.
Passion for continued learning that goes hand in hand with intellectual curiosity.
Entrepreneurial spirit.
Desire to continually grow and develop.
Confident communicators that show true competitive spirit.
Cover letter/profile that tells about desire to change to the buy side (if not currently working within asset management).

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.