Please note this position can be based remotely in Illinois for a candidate who has an exceptional network in this space or on a hybrid schedule in our Charlotte or Austin office.
Job Description:
The Regional Director, Retirement and Insurance Distribution Group, will seek to develop and expand client relationships with insurance companies and stakeholders in the defined contribution space 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 business development 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 Retirement and Insurance Distribution Group teammates, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service.
Responsibilities:
- Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects
- Work with senior Retirement and Insurance Distribution team members to fully develop opportunities
- 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 five years of investment sales experience required, ideally gained from working at an institutional asset manager
- Experience working with a variety of insurance company products
- A strong sense of professional and personal integrity and high ethical standards
- Demonstration of initiative, accountability and a focus on delivering consistent quality work
- Commitment to the philosophy and process underlying Dimensional’ s investment approach
- Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
- Ability to prioritize and to exercise time management
- A strong academic background is required; MBA and/or CFA strongly preferred
- A proven track record and history of success is required
- 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-Hybrid #LI-Remote
For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonable expect to pay a salary range of:
$155,000 - $185,000
This role is also bonus eligible and is eligible for benefits including health care, vision, dental, PTO, and 401k.
