Regional Director, Institutional Sales

For this position, which is subject to credentials, industry experience, education, training/certifications, [and/or geographic differentials], Dimensional reasonably expects to pay a salary range of:

$135,000 - $185,000

This role may also be eligible to receive a discretionary bonus.

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.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

   

Job Description:

The Global Client Group (GCG) 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.

 

GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. 

 

The Regional Director, Institutional Sales will develop relationships with institutional investors in an assigned territory and will work closely with colleagues throughout Dimensional to meet those objectives.  The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.​ Success in the role will require the candidate to acquire a deep understanding of Dimensional’ s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it.

 

Responsibilities:

• Develop, coordinate and implement marketing and sales and client service programs for institutional clients and prospects in the United States
• Work with senior Institutional Services team members to fully develop all opportunities in the region
• Build and maintain deep relationships with staff at all levels of a client’s business
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions, including review meetings, with a sophisticated audience
• Act as an intellectual contributor and a trusted advisor to our prospects and clients

Qualifications:

• A minimum of ten years of investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity
• Experience working with defined contribution, defined benefit, endowment & foundation clients
• A strong sense of professional and personal integrity and high ethical standards