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Regional Director, Wirehouses

4 weeks ago

Santa Monica, California, United States Dimensional Fund Advisors, L.P. Full time
Job Title: Regional Director, Wirehouses

Dimensional Fund Advisors, L.P. is seeking a highly skilled and experienced Regional Director to lead our efforts in developing and maintaining relationships with wirehouse affiliated financial advisors. As a key member of our Global Client Group, you will be responsible for driving business growth and delivering exceptional client experiences.

Key Responsibilities:
  • Develop and execute strategic plans to grow Dimensional's presence in the wirehouse market
  • Build and maintain strong relationships with wirehouse affiliated financial advisors, providing them with tailored investment solutions and exceptional service
  • Collaborate with internal teams to develop and implement sales strategies, product offerings, and marketing initiatives
  • Conduct market research and analysis to identify opportunities for growth and improvement
  • Develop and manage budgets, forecasts, and performance metrics to measure business results
Requirements:
  • Extensive experience in the financial services industry, with a strong background in sales, marketing, and business development
  • Proven track record of building and maintaining strong relationships with financial advisors and institutions
  • Strong knowledge of investments, capital markets, and asset allocation theory
  • Excellent communication, presentation, and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Series 7, Series 63/66, and SIE licenses required
What We Offer:
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • A 401(k) plan with company match
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

Dimensional Fund Advisors, L.P. is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive workplace that values and respects the contributions of all employees.