Regional Director

2 days ago


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

The Regional Director is a key leadership role responsible for driving business growth and relationship management with existing and new clients in a specific region. This individual will lead sales-related activities and collaborate with the client services team to deliver exceptional service to advisors.

Key Responsibilities
  • Develop and execute strategies to expand and retain existing advisor relationships, as well as build net new relationships.
  • Educate advisors on capital market behavior and investment theory, and consult with advisor firms on building an efficient practice.
  • Present Dimensional Fund Advisors' investment capabilities and performance to financial advisors, branch offices, 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 for the Dimensional brand and investment theory throughout the industry and marketplace.
Requirements
  • A personal alignment with Dimensional's investment process, philosophy, and business strategy.
  • Strong consultative sales abilities in building advisor relationships and raising assets.
  • Extensive knowledge and network of fee-based financial advisors who share a similar investment philosophy to Dimensional.
  • An entrepreneurial spirit with high energy and passion, and a self-starter mentality.
  • 10+ years of experience in the financial services industry.
  • Bachelor's degree required; MBA or CFA strongly preferred.
  • Excellent written and verbal communication skills, particularly in conveying technical investment approaches and key Dimensional selling points.
  • Ability to present Dimensional's products and philosophy to small and large groups.
  • Competitive but highly collaborative, with the ability to work both independently and in a team environment.
  • 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. 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.



  • Charlotte, North Carolina, United States Crete United Full time

    Regional Director of Accounting Job DescriptionCareer Opportunity at Crete UnitedJob Title: Regional Director of AccountingReports to: Corporate VP AccountingPosition Summary:The Regional Director of Accounting will oversee the management of accounting and partner relationships within the Southeast Region of the Crete United platform. This role will work...


  • Charlotte, North Carolina, United States Cedar Fair Full time

    Job Summary:The Regional Director of Public Relations will spearhead strategic initiatives aimed at driving earned media coverage and promoting a positive image for Cedar Fair's parks within the region. This role demands expertise in media relations, strategic planning, and cross-functional collaboration. The Director will oversee a team dedicated to...


  • Charlotte, North Carolina, United States Spring Education Group Full time

    Job Title: Regional Director of OperationsSpring Education Group is a leading provider of private school education in North America. We are seeking a highly skilled and experienced Regional Director to oversee the daily operations of up to 10 early childhood education schools in a defined area.Key Responsibilities:Oversee day-to-day operations of up to 10...


  • Charlotte, North Carolina, United States Gecko Hospitality Full time

    Job Summary:Gecko Hospitality is seeking a highly ambitious and experienced Regional Director of Operations to join our team. As a key member of our operations team, you will be responsible for leading our regional operations and driving business growth.Key Responsibilities:Lead regional operations teams to achieve business objectivesDevelop and implement...


  • Charlotte, North Carolina, United States Bluegreen Vacations Full time

    Job Title: Senior Regional Director, Retail MarketingWe are seeking a highly experienced and results-driven Senior Regional Director to lead our Retail Marketing team in the Southeast region. As a key member of our leadership team, you will be responsible for driving business growth, developing and executing strategic plans, and building a high-performing...


  • Charlotte, North Carolina, United States JLL Full time

    Main Responsibilities:The Regional IFM Director plays a crucial role in implementing the strategy and ensuring smooth integration of services across the account.They are responsible for driving innovation, establishing best practices, and maintaining high standards in service delivery.This leader also tracks cost savings, SLAs, KPIs, and operational...


  • Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time

    Job Description:The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients.Our Enterprise channel is responsible for working with large national...

  • Regional Director

    4 weeks ago


    Charlotte, North Carolina, United States Dimensional Fund Advisors Full time

    Job Title: Regional DirectorAt Dimensional Fund Advisors, we are seeking a highly skilled Regional Director to join our Retirement and Insurance Distribution Group. As a key member of our team, you will be responsible for developing and expanding client relationships with insurance companies and stakeholders in the defined contribution space.Key...


  • Charlotte, North Carolina, United States US AMR-Jones Lang LaSalle Americas, Inc. Full time

    Regional IFM DirectorThe Regional IFM Director plays a pivotal role in driving the success of our clients' facilities management operations. This leader is responsible for overseeing the implementation of our strategy, ensuring seamless integration of services, and maintaining high standards in service delivery.Main Responsibilities:Oversee FM and...


  • Charlotte, North Carolina, United States US AMR-Jones Lang LaSalle Americas, Inc. Full time

    Regional IFM Director Job SummaryThe Regional IFM Director plays a pivotal role in driving the success of our clients by implementing strategic initiatives and ensuring seamless service delivery across the account. This leader is responsible for driving innovation, establishing best practices, and maintaining high standards in service delivery. They track...


  • Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time

    Job Description:The Global Client Group (GCG) at Dimensional Fund Advisors, L.P. is seeking a highly skilled Regional Director to join our Enterprise channel. This role will play a critical part in strengthening and expanding our distribution efforts across the country.The successful candidate will have a solid foundational knowledge of investments, capital...


  • Charlotte, North Carolina, United States Compass Group Careers Full time

    Job DescriptionJob Description Compass Group Careers Position Title: Regional Director -Operations OptimizationSalary: 145,000Other Forms of Compensation: Bonus + auto allowance + benefits Compass Group Careers is a member of Compass Group USA, a leading foodservice and support services company. We are committed to providing exceptional customer service and...


  • Charlotte, North Carolina, United States Gilead Sciences Full time

    Job DescriptionRegional Director, Oncology SalesJob Summary:We are seeking a highly experienced Regional Director, Oncology Sales to lead our sales team in the Eastern Coastal region. As a key member of our commercial team, you will be responsible for driving sales growth, developing and executing strategic plans, and building strong relationships with our...


  • Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time

    Job Title: Regional Director, Broker Dealer GroupDimensional 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...


  • Charlotte, North Carolina, United States Allspring Full time

    About AllspringAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking an Associate Regional Director to...


  • Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time

    Job Description:The Global Client Group (GCG) at Dimensional Fund Advisors, L.P. is seeking a highly skilled Regional Director to join our Enterprise channel. This role will play a critical part in strengthening and expanding our distribution efforts across the country.The successful candidate will have a solid foundational knowledge of investments, capital...

  • Regional Director

    3 weeks ago


    Charlotte, North Carolina, United States Allspring Global Investments Full time

    About the RoleWe are seeking a highly motivated and experienced Regional Director to join our team at Allspring Global Investments. As a key member of our sales leadership team, you will be responsible for driving sales and expanding our market share in the Southern region of the United States.Key ResponsibilitiesCollaborate with sales management to provide...


  • Charlotte, North Carolina, United States Allspring Global Investments Full time

    About Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking an Associate...


  • Charlotte, North Carolina, United States Compass Group Careers Full time

    Job DescriptionJob Title: Regional Director Operations OptimizationJob Summary:As a key member of the Operations Optimization leadership team, this role partners with operations and other functional teams to elevate the consumer experience, support exceeding client expectations, and drive profitability through the effective management of a dedicated cohort...


  • Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time

    Job Description:Dimensional Fund Advisors, L.P. is seeking a highly skilled Regional Director to join our Global Client Group. As a key member of our team, you will play a critical role in strengthening and expanding our distribution efforts across the country.Key Responsibilities:Work closely with senior management and internal resources to support efforts...