Regional Director - Independent Advisors

About the role

The Regional Director is responsible for relationship management and business development of both existing and new clients in the central 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. The role requires a strong business development and client service orientation, along with an understanding of 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 relationships 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.
• Act as a team player and sales and marketing thought leader within the Dimensional team.
• Serve as 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.

What success looks like

Your success as a Regional Director at Dimensional boils down to two main things: the financial results you deliver and the proactive, relationship-building activities that drive them forward.

• In-person territory management: You will travel extensively across your assigned region to prioritize face-to-face meetings over virtual communication.
• Sales Success Factors: You drive commercial growth by doing the hard work that builds long-term trust. By showing up at regional events, networking actively, and genuinely supporting your clients, you create a pipeline of new business that naturally drives net new revenue.

Requirements

• 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.
• 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.
• 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.

This role is not eligible for immigration sponsorship.

Benefits

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.