Regional Director, Broker Dealer Group

11 hours ago


Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time
Job Title: Regional Director, Broker Dealer Group

Dimensional Fund Advisors, L.P. is seeking a highly skilled and experienced Regional Director to lead our Broker Dealer Group. As a key member of our team, you will be responsible for driving business development and relationship management of both new and existing clients.

Key Responsibilities:
  • Develop and execute strategic plans to grow our presence in the wire-house and financial advisor markets.
  • Build and maintain strong relationships with key decision-makers at broker-dealers and financial advisory firms.
  • Collaborate with cross-functional teams to deliver exceptional client service and support.
  • Present Dimensional's investment capabilities and philosophy to financial advisors, branch offices, and industry functions.
  • Identify and pursue new business opportunities, and develop strategies to deepen existing relationships.
Requirements:
  • Extensive experience in the financial services industry, with a strong background in investment management and client relationships.
  • Bachelor's degree required; MBA or CFA preferred.
  • Strong knowledge of investments, capital markets, and asset allocation theory.
  • Excellent communication and presentation skills, with the ability to convey complex investment concepts to financial advisors and other stakeholders.
  • Results-oriented and highly collaborative, with a proven track record of building and maintaining strong relationships.
What We Offer:

Dimensional Fund Advisors, L.P. offers a comprehensive benefits package, including health insurance, retirement savings, and paid time off. We also provide opportunities for professional growth and development, as well as a dynamic and inclusive work environment.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a leading investment management firm, please submit your application.



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