Regional Director. Independent Advisors Channel
Company: Dimensional Fund Advisors
Location: Austin
Posted on: March 19, 2023
Job Description:
Notes to applicants:
- Most roles at Dimensional will be part of our best-of-both
hybrid working model. This includes working together in the office
on Tuesdays, Wednesdays and Thursdays, and choosing to work where
one works best on Mondays and Fridays. This maximizes in person
collaboration and interaction while simultaneously providing
flexibility. This broad universal approach 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.Job Description:The Regional
Director is responsible for relationship management and business
development of both existing and new clients in the Southern region
of the United States. They will lead all sales related activities
as well as organize efforts of client services team members to
effectively address the needs of advisors.To be successful, the
Regional Director must have a solid foundational 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
strong business development and client service orientation and
understand the issues and challenges Advisors face in building a
client-centric, fee-based business.Responsibilities:
- Sales leadership and management of a territory composed
primarily of fee-only, high net worth financial advisors.
- Develop strategies to expand and retain existing and build net
new advisor relationships.
- Educate advisors on capital market behavior and investment
theory.
- Consult with advisor firms on building an efficient practice
while providing a successful investment experience to clients.
- Present Dimensional Fund Advisors' investment capabilities,
investment theory and performance to Financial Advisors, branch
offices, company conferences and industry functions.
- Formulate and execute 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 for 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 the Dimensional product
suite.Qualifications:
- A personal alignment, understanding and appreciation of
Dimensional's investment process, philosophy and business
strategy.
- Strong consultative sales abilities in building Advisor
relationships and raising assets.
- Extensive knowledge and network of fee-based Financial Advisors
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.
- Must have -10+ years of experience in the Financial Services
Industry.
- Bachelor's Degree required; MBA or CFA strongly
-preferred.
- 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. -
- Competitive but highly collaborative with the ability to work
both independently and in a team environment.
- Must be Series 7 licensed.#LI-HybridDimensional 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 employment opportunity
for all applicants and employees. The Company does not unlawfully
discriminate on the basis of race, color, religion, creed, sex,
gender, gender identity, gender expression, national origin, age,
disability, genetic information, ancestry, medical condition,
marital status, covered veteran status, citizenship status, sexual
orientation, or any other protected status. This policy applies to
all areas of employment including recruitment, hiring, training,
job assignment, promotion, compensation, benefits, transfer,
discipline, termination, and social and recreational programs.
Keywords: Dimensional Fund Advisors, Austin , Regional Director. Independent Advisors Channel, Executive , Austin, Texas
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