Education
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:
$155,000 - $185,000
This role is also bonus eligible.
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 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.
This position can be performed remotely in San Francisco or Northern California or from our Santa Monica office with regular travel.
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
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.
