Regional Director, Independent Advisors Group

2 weeks ago

Charlotte, United States Dimensional Fund Advisors, L.P. Full time
Notes to applicants:
  • Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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 Regional Director is responsible for relationship management and business development of both existing and new clients in a specific region. They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of advisors.

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 Advisors. Just as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business.

Responsibilities:
  • Sales leadership and management of a territory composed primarily of fee-only, high net worth financial advisors.
  • Develop strategies to expand and retain existing and build net new advisor relationships.
  • Educate advisors on capital market behavior and investment theory.
  • Consult with advisor firms on building an efficient practice while providing a successful investment experience to clients.
  • Present Dimensional Fund Advisors' investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
  • Formulate and execute tailored Dimensional initiatives and champions existing company initiatives.
  • Be a team-player and sales and marketing thought leader within the Dimensional team.
  • Be a spokesperson for the Dimensional brand and investment theory throughout the industry and marketplace.
  • Increase revenues, AUM and Advisor clients within the territory through the profitable growth of the Dimensional product suite.
Qualifications:
  • A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
  • Strong consultative sales abilities in building Advisor relationships and raising assets.
  • Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
  • 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.


Please note this role will be based out of our Charlotte office.

#LI-Hybrid

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.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

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