Apply on Employer Site

Dimensional Fund Advisors · 2 months ago

Regional Director, Client Acquisition Team

Charlotte

Full-time

Hybrid

Director/Executive

Dimensional Fund Advisors is a company focused on investment solutions, and they are seeking a Regional Director for their Client Acquisition Team. This role involves business development and managing relationships with financial advisors, while promoting Dimensional’s investment capabilities and strategies at industry events.

Financial Services

Responsibilities

Sales leadership and management of a national prospect territory composed primarily of RIA financial advisors

Develops new 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

Qualification

Business DevelopmentInvestment KnowledgeRIA Financial Advisors NetworkSales NavigatorCFACFPCoachingEntrepreneurial SpiritCommunicationTeam CollaborationMentoring

Required

Extensive experience in the Financial Services Industry

Bachelor's Degree required; MBA, CFA or CFP preferred. Also Series 24 is a plus

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 RIA 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

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

Some travel will be required at specific industry events

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