Regional Director, Investment Solutions Group
6 days ago
The Regional Director, Broker-Dealer Group, is a key leadership position at Dimensional Fund Advisors, L.P. responsible for driving business growth and relationship management in the financial services industry.
Key Responsibilities- Lead sales and business development efforts to acquire new clients and expand existing relationships with financial advisors and institutions.
- Develop and execute strategic plans to increase revenue, assets under management, and client acquisition within the territory.
- Collaborate with cross-functional teams to provide tailored investment solutions and exceptional client service.
- Present Dimensional's investment capabilities and philosophy to financial advisors, industry conferences, and other stakeholders.
- Formulate and execute initiatives to promote Dimensional's products and services, and champion company-wide initiatives.
- Act as a trusted advisor and thought leader within the Dimensional team, and serve as a spokesperson for the company's brand and investment theory.
- Extensive experience in the financial services industry, with a strong understanding of investments, capital markets, and asset allocation theory.
- Proven track record of building and maintaining relationships with financial advisors and institutions, and driving business growth.
- Strong knowledge of Dimensional's investment process, philosophy, and business strategy, and ability to communicate these effectively to clients and stakeholders.
- Excellent written and verbal communication skills, with the ability to present complex investment concepts in a clear and compelling manner.
- Ability to work successfully in teams and operate independently, with a results-oriented and collaborative approach.
- Securities Industry Essentials (SIE), Series 7, and Series 63/66 licenses required, with SIE and Series 7 obtained within the first 12 weeks of hire.
- Bachelor's Degree required, with an MBA or CFA preferred.
- Wirehouse relationships and/or coverage of broker-dealer clients, with a strong network of fee-based financial advisors in the wire-house and broker-dealer markets.
- Entrepreneurial spirit, high energy, and passion, with a self-starter approach.
- Ability to act as a coach and mentor to junior team members, and to work effectively in a fast-paced and dynamic environment.
Dimensional Fund Advisors, L.P. offers a comprehensive benefits package, educational initiatives, and special celebrations of our history, culture, and growth. We are an equal opportunity employer and welcome applications from diverse candidates.
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Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full timeJob Description:The Regional Director is responsible for managing relationships and driving business growth with existing and new clients in a specific region. This role involves leading sales-related activities and coordinating efforts with the client services team to effectively address the needs of financial advisors.Key Responsibilities:Sales Leadership:...
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