Job Details

Overview

Regional Director, Independent Advisors (Remote/In-Territory Eligible) - PAC NW

The Regional Director is responsible for relationship management and business development of both existing and new clients in the North Western region of the United States. They will lead allsales related activities as well as organize efforts of client services team members to effectively address the needs of advisors. This role can be performed remotely in Oregon or Northern California or out of our Santa Monica office.

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 champion 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.
• Bachelors 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 Dimensionals products and philosophy to small and large groups.
• Competitive but highly collaborative with the ability to work both independently and in a team environment.
• 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.

Compensation

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 values collaboration and offers a hybrid approach: most roles are on our campuses Tuesdays, Wednesdays, and Thursdays, with the option to work in the office or remotely on Mondays and Fridays. Please discuss details for this specific role with your Recruiter.
• Resumes and portfolios (when applicable) are required. If you cannot attach a resume via mobile, you will be asked to attach it from a computer.
• Dimensional is committed to an inclusive workplace. If you do not match every qualification, we encourage you to apply.
• The use of Artificial Intelligence during interviews and skill testing is prohibited unless Dimensional has authorized such use.
• If you require reasonable accommodation in completing this application, interviewing, or participating in the selection process, accommodations are available upon request.

Equal Opportunity

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, gender identity, national origin, age, mental or physical disability, medical condition, marital status, military or veteran status, or other status protected by applicable law.

Job Details

• Seniority level: Director
• Employment type: Full-time
• Job function: General Business, Management, and Business Development