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Regional Director

2 months ago

Austin, Texas, United States Dimensional Fund Advisors Full time
Job Title: Regional Director - Retirement and Insurance Distribution Group

At Dimensional Fund Advisors, we are seeking a highly skilled Regional Director to join our Retirement and Insurance Distribution Group. This role will focus on developing and expanding client relationships with insurance companies and stakeholders in the defined contribution space.

Key Responsibilities:
  • Develop, coordinate, and implement marketing, sales, and client service programs for insurance company clients and prospects.
  • Work closely 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.
Requirements:
  • A minimum of five years of investment sales experience, 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, with an MBA and/or CFA strongly preferred.
  • A proven track record and history of success.
  • SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required.

Dimensional Fund Advisors is an equal opportunity employer and welcomes applications from diverse candidates. We offer a comprehensive benefits package, educational initiatives, and special celebrations of our history, culture, and growth.