Financial Services Business Development Manager

7 days ago


Santa Monica, California, United States Dimensional Fund Advisors, L.P. Full time
Business Development and Relationship Management Opportunity

We are seeking a seasoned Financial Services professional to join our team as a Regional Director, Broker Dealer Group. In this role, you will be responsible for driving business development and relationship management activities across a designated territory.

About the Role:

  • Sales leadership and management of a territory composed primarily of wire-house affiliated financial advisors
  • Develops new advisor relationships and retains and deepens existing advisor relationships.
  • Consults with advisors on building an efficient practice while providing a successful investment experience to clients.
  • Act as a trusted advisor to clients and colleagues alike
  • Presents Dimensional Fund Advisors' investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
  • Formulates and executes tailored Dimensional initiatives and champions existing company initiatives.
  • Be a team-player and sales and marketing thought leader within the Dimensional team.
  • Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
  • Increase revenues, AUM and Advisor clients within the territory through the profitable growth of Dimensional's product suite.

Key Qualifications:

  • Extensive experience in the Financial Services Industry.
  • Bachelor's Degree required; MBA or CFA preferred.
  • Ideally Wirehouse relationships and/or coverage experience on west coast. Territory TBD.
  • A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
  • Demonstrated track-record of building Advisor relationships and growing a territory.
  • Extensive knowledge and network of fee-based Financial Advisors in the wire-house and broker-dealer markets who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
  • An entrepreneurial spirit with high energy and passion; a self-starter.
  • 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.
  • Act as a coach and mentor to junior members of the team
  • Results-oriented but highly collaborative
  • Ability to work successfully in teams as well as operate on your own merit
  • 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

What We Offer:

  • A competitive salary range of $155,000 - $185,000 per annum
  • A comprehensive benefits package that includes medical, dental, and vision insurance, as well as a 401(k) retirement plan.
  • Ongoing education and training opportunities to help you develop your skills and advance your career.
  • The chance to work with a dynamic and forward-thinking organization that values diversity, equity, and inclusion.
  • Opportunities for professional growth and advancement within the company.

About Us:

Dimensional Fund Advisors is a global asset management firm that provides investment solutions to institutional investors, financial advisors, and individual investors. Our goal is to deliver consistent, long-term returns for our clients by investing in a diversified portfolio of stocks, bonds, and other securities. We are committed to creating value for our clients and stakeholders through our innovative approach to investment management.

Please note that this is a hybrid role, requiring both in-office and remote work. Candidates should be comfortable working in a collaborative environment and have excellent communication and interpersonal skills.



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