Regional Director

4 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, Retirement and Insurance Distribution Group, will seek to develop and expand client relationships with insurance companies and stakeholders in the defined contribution space The successful candidate will be capable of building strong relationships at all levels of a client's business to understand their investment needs, and identify business development opportunities. Success in the role will require the candidate to acquire a deep understanding of Dimensional' s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with Retirement and Insurance Distribution Group teammates, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service.

Responsibilities:
  • Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects
  • Work with senior Retirement and Insurance Distribution team members to fully develop opportunities
  • Build and maintain deep relationships with staff at all levels of a client's business
  • Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
  • Lead complex technical investment discussions, including review meetings, with a sophisticated audience
  • Act as an intellectual contributor and a trusted advisor to our prospects and clients
Qualifications:
  • A minimum of five years of investment sales experience required, ideally gained from working at an institutional asset manager
  • Experience working with a variety of insurance company products
  • A strong sense of professional and personal integrity and high ethical standards
  • Demonstration of initiative, accountability and a focus on delivering consistent quality work
  • Commitment to the philosophy and process underlying Dimensional' s investment approach
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
  • Ability to prioritize and to exercise time management
  • A strong academic background is required; MBA and/or CFA strongly preferred
  • A proven track record and history of success is required
  • 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 require the successful candidate to be based within a commutable distance to the Charlotte or Austin 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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