Regional Director, Enterprise Sales

5 days ago

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 advisory clients and TAMP relationships across the country. The Enterprise Regional Director will work closely with senior RDs, senior management, and other internal resources to support efforts with strengthening and expanding our distribution efforts across this market.

To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets, and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with external sales professionals and influencing advisor adoption of our strategies across our TAMP relationships.

Just as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges advisors face in building a client-centric business. While the Enterprise Group culture is very much team-centric, a large portion of the work is self-directed and requires an individual who can work independently and balance evolving priorities.

Professional and personal maturity is critical given the position will have frequent interaction with advisors and senior sales professionals across our large national advisory clients and TAMP relationships.

Responsibilities:
  • Work with other relationship teams, product management, portfolio management, research, and senior management to support existing relationships and develop new opportunities.
  • Coordinate client events and networking opportunities and support marketing efforts of our key client relationships
  • Develop and execute sales distribution strategy to expand and retain existing relationships and build net new asset opportunities; expand utilization of Dimensional's product suite across our addressable market
  • Educate advisors and external sales teams on capital market behavior and investment theory
  • Be a spokesperson for the Dimensional brand; present Dimensional Fund Advisors' investment capabilities, investment theory, and performance to platform teams and advisors at company conferences and industry events
  • Execute tailored Dimensional initiatives and champion existing company initiatives.
Qualifications:
  • A personal alignment, understanding, and appreciation of Dimensional's investment process, philosophy, and business strategy
  • Strong consultative sales abilities in building relationships and raising assets
  • Extensive knowledge and network in large national advisory clients and TAMP markets
  • Collaborative disposition with authentic willingness and desire to work as part of a team to expand our distribution across both existing and new platform relationships
  • An entrepreneurial spirit with high energy and passion; a self-starter
  • Must have 5-10 years of experience in the Financial Services Industry
  • Bachelor's Degree required; MBA or CFA strongly preferred
  • Excellent written and verbal communication skills, particularly 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
  • 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

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