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 Regional Director on the Practice Management team will be responsible for helping to deliver practice management tools, resources, and thought leadership to Dimensional’s Global Client Group (“GCG”) clients. The Regional Director will report directly to the Head of Practice Management. The position will be responsible for engaging with both existing and prospective clients, ensuring continued success of cornerstone studies while proactively enhancing the value-add for advisors and the internal sales teams.
To be successful, the Regional Director must have a solid foundational knowledge of business strategy and practice management as it relates to the financial services industry. The Regional Director must have a strong client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. As well, the Regional Director can foster and support development of the Associates and Senior Associates on the team.
Primary Responsibilities
- Anchored by the Dimensional philosophy and approach to business analytics, help advisors identify key strategic and business opportunities and deliver practice management resources to address those opportunities
- Facilitate and deliver business consulting to clients that is based on study data and understanding of the client’s specific business
- Analyze, interpret and effectively communicate proprietary benchmark and survey data to identify key findings and trends
- Formulate and execute tailored practice management initiatives designed to support the advisor community
- Present practice management study and survey findings to GCG sales team, groups of advisors through study groups and conferences, and through one-on-one firm engagement
- Be a team-player with a creative spirit within the team and broadly
- Regularly demonstrate leadership characteristics within the team that supports the development of future talent
- Develop in-depth understanding of Dimensional’s GCG business, personnel, and clients
- Be a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace
Qualifications
- Must have 5-7+ years of experience in financial services with preferred focus on consulting, relationship management, or other client roles in the advisor industry
- Previous advisor practice management experience or extensive experience working in an advisory firm preferred
- Excellent interpersonal skills with ability to influence and build solid relationships
- An entrepreneurial spirit with high energy and passion; a self-starter.
- Team-oriented: ability to establish effective relationships, gain commitment and credibility and work effectively across internal constituencies
- Highly collaborative with the ability to work both independently and in a team environment
- Strong understanding and belief in Dimensional’s investment philosophy
- Significant experience with data or business analysis
- Ability to integrate research into the success of the business
- Excellent organizational skills and ability to manage and prioritize multiple projects at once
- Ability to present Dimensional’s business strategy research to small and large groups.
- Bachelor’s degree or equivalent experience required; Master’s degree in relevant discipline preferred
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
