Regional Director, Broker Dealer Group Leader

2 weeks ago

Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time
Job Description:

The Global Client Group at Dimensional Fund Advisors, L.P. is responsible for acquiring long-term client relationships and increasing the firm's reach in the marketplace. Team members work closely with institutions and financial advisors to offer focused, specialized support and ensure a consistently impeccable client experience.

Key Responsibilities:
  • Lead sales-related activities and organize efforts of client service team members to effectively address the needs of advisors in the territory.
  • Develop new advisor relationships and retain and deepen existing advisor relationships.
  • Consult with advisors 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 champion existing company initiatives.
  • Be a team player and sales and marketing thought leader 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 advisor clients within the territory through the profitable growth of Dimensional's product suite.
Desirable Experience and Traits:
  • Extensive experience in the financial services industry.
  • Bachelor's degree required; MBA or CFA preferred.
  • Ideal experience in wirehouse relationships and/or coverage of broker-dealer clients.
  • A personal alignment, understanding, and appreciation of Dimensional's investment process, philosophy, and business strategy.
  • Demonstrated track record of building advisor relationships and growing a territory.
  • Extensive knowledge and network of fee-based financial advisors in the wire-house and broker-dealer markets who share a similar investment philosophy to Dimensional or have enough intellectual curiosity to want to learn more about it.
  • An entrepreneurial spirit with high energy and passion; a self-starter.
  • 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.
  • Act as a coach and mentor to junior members of the team.
  • Results-oriented but highly collaborative.
  • Ability to work successfully in teams as well as operate on your own merit.
  • 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.

Dimensional Fund Advisors, L.P. 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, 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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