Sales & Business Development - Regional Director

Dimensional•Charlotte, NC

14h•Hybrid

About The Position

Dimensional Fund Advisors is looking for accomplished sales professionals to fill Regional Director positions across our US offices. These roles are responsible for business development and relationship management of both new and existing clients within a designated distribution channel and territory. The Regional Director will be responsible for all sales-related activities and will organize the efforts of client service team members to effectively address client needs. The goal is to help Dimensional's investment solutions reach as many people as possible. The company rewards performance based on sales, team orientation, and leadership behavior.

Requirements

Strong foundational knowledge of investments, capital markets, and asset allocation theory.
Excellent business development skills and a client-centric approach.
Ability to coach, guide, and secure new business while deepening existing relationships.
Motivated by putting clients’ needs first.
Passionate about world class investment solutions.
Driven by a results-oriented mindset.
Ability to articulate Dimensional’s investment philosophy and its place in the market.
Strong educational background and a passion for continued learning.
Self-starter who can demonstrate a track record of building relationships and growing a territory.
Entrepreneurial spirit, a desire to continually grow and develop, intellectual curiosity, confident communication skills, and true competitive spirit.
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

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.