Regional Director, Broker Dealer Group

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

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Job Description:

The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients. They will lead all sales related activities as well as organize efforts of client service team members to effectively address the needs of Advisors in the territory. To be successful, the Regional Director must have a strong 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 and influencing Advisors. Just as important, the Regional Director must have a solid business development and client service orientation and understand the issues and setbacks Advisors face in building a client-centric, fee-based business.

Responsibilities:

• Sales leadership and management of a territory composed primarily of wire-house and 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.

Desirable experience and traits:

• Extensive experience in the Financial Services Industry.
• Bachelor’s Degree required; MBA or CFA preferred.
• Ideally Wirehouse relationships and/or coverage of Broker Dealer Clients
• 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 c