Note: The job is a remote job and is open to candidates in USA. Dimensional Fund Advisors is seeking accomplished sales professionals for the role of Regional Director. This position involves business development and relationship management with new and existing clients across designated territories, focusing on sales-related activities and collaboration with client service teams.
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
Skills
- Strong foundational knowledge of investments, capital markets, and asset allocation theory
- Excellent business development skills
- 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
- Alignment with Dimensional's investment philosophy
- Strong educational background
- Passion for continued learning
- Intellectual curiosity
- Self-starter with a track record of building relationships and growing a territory
- Entrepreneurial spirit
- Desire to continually grow and develop
- Confident communicator with 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
- Experience within asset management
Benefits
- Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
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