Regional Director, Independent Advisors Group

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.
• 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.