This position can be performed remotely in Oregon or Northern California or on a hybrid schedule from our Santa Monica office.
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 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.
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 experience on west coast.
- 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
#LI-Remote #LI-Hybrid
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: $155-185,000. This role is also bonus eligible.
