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Regional Director, Financial Institutions Group

3 months ago

Austin, Texas, United States Dimensional Fund Advisors Full time
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Regional Director, Financial Institutions Group

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locations

Charlotte

Austin

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

Notes to applicants:
Most roles at Dimensional will be part of our best-of-both hybrid working model.

This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays.

This maximizes in person collaboration and interaction while simultaneously providing flexibility.

This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office.

Please discuss with your Recruiter to confirm the details for this specific role.
Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume.

If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Here at Dimensional, we strive to be an inclusive workplace for all.

Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.


Job Description:


The Financial Institutions Group (FIG) is committed to working with clients and prospects around the world to develop broader and deeper relationships with Dimensional.

Through partnering closely with the Global Client Group (GCG) and firm resources, FIG is responsible for creating, managing, and enhancing key initiatives to reflect the existing and prospective relationship that these organizations have with the firm.

Specifically, the team focuses on strategic engagement, knowledge sharing, and commercial alignment on key growth priorities.

FIG strives to be a proactive, flexible, and forward-looking commercial partner to the business and to our clients to ensure that we deliver on our value proposition of bringing "the whole firm" to bear on behalf of strategic relationships globally.

The FIG Regional Director (RD) will work closely senior FIG RDs, senior management, and other internal resources to support efforts with global strategic clients.

In addition, this role will work closely with GCG channel leadership teams to strengthen and expand channel specific strategic client coordination and support.

To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory.

The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing major decision makers at the industry's largest platforms.

Just as important, the Regional Director must have a global growth mindset, strong business development and client service orientation and understand the complex issues and challenges platforms face in building client-centric, product solutions.

While the FIG culture is very much team-centric, a large portion of the work is self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.

Professional and personal maturity is critical given the position will have frequent interaction with senior leadership (internally and externally).

Responsibilities:
Support global and regional priorities, including escalating time-sensitive matters and communicating strategic relationship initiatives globally
Maintain regular dialogue with GCG and other Dimensional functional areas across the firm's global offices
Work with other relationship teams, legal, finance, product management, portfolio management, research and senior management to qualify and implement new business and/or lead client projects
Coordinate strategic client events and networking opportunities and support marketing efforts including managing the priority setting of internal and external materials
Sales leadership and management of executive level relationships
Develop strategies to expand and retain existing and build net new platform relationships; expand Dimensional's addressable market, increase revenues, AUM and clients within the firms through the profitable growth of the Dimensional product suite
Educate home office executives and research teams on capital market behavior and investment theory
Consult with platform and product managers on building an efficient intermediary platform while providing a successful investment experience to clients
Be a spokesperson for the Dimensional brand; present Dimensional Fund Advisors' investment capabilities, investment theory and performance to Research due-diligence teams, platform teams at company conferences and industry functions
Formulate and execute tailored Dimensional initiatives and champion existing company initiatives

Qualifications:
A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy
Strong consultative sales abilities in building relationships and raising assets
Extensive knowledge and network of strategic platform firms and decision makers who will embrace Dimensional's investment philosophy and desire to utilize its product suite
Collaborative disposition with authentic willingness and desire to work cross-functionally across the Global Client Group and all other Dimensional divisions to maximize the firm's opportunity set
An entrepreneurial spirit with high energy and passion; a self-starter
Must have 10+ years of experience in the Financial Services Industry
Bachelor's Degree required; MBA or CFA

strongly preferred
Excellent written and verbal communication skills, particularly with regards 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
Competitive but highly collaborative with the ability to work both independently and in a team environment.
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
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With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience.

Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors' lives.

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Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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