Regional Director, Wirehouses

The Team

The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The Role

The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients, drives net new assets (NNA) and manages top-tier advisor relationships within major Wirehouse advisor channels. They lead proactive sales initiatives and coordinate across the broader Broker Dealer channel to deepen Dimensional’s footprint within a designated territory.

Day to Day and Responsibilities

• Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs).
• Proactively generate for new advisor relationships while deepening existing partnerships to maximize Net New Assets (NNA) and market share.
• Partner with FAs to streamline their practices, helping them navigate platform transitions and shift toward fee-based, advisory models.
• Establish yourself as a "thought partner" to high-production teams and internal gatekeepers.
• Deliver high-impact presentations on Dimensional’s investment philosophy and performance at complex-level meetings, regional Wirehouse conferences, and branch office sessions.
• Act as a sales and thought leader, coordinating with internal product specialists and the client relationship teams to support complex advisor needs.
• Serve as a high-visibility spokesperson for Dimensional’s academic research and investment theory within the competitive Wirehouse marketplace.
• Own territory P&L by increasing revenue and AUM through the strategic placement of Dimensional’s investment suite.

Desirable Experience/Qualifications

• Extensive track record in Financial Services, specifically within External Wholesaling or Sales.
• Bachelor’s Degree required; MBA, CFA, or CIMA designation strongly preferred to match the technical sophistication of the firm.
• Proven network and established Wirehouse relationships (Merrill, MS, UBS, Wells).
• Deep personal conviction in evidence-based investing and the ability to champion Dimensional’s academic-rooted philosophy over traditional active management.
• Demonstrated history of consistently exceeding NNA (Net New Assets) targets and scaling territory market share.
• An existing "rolodex" of high-production, fee-based FAs who prioritize fiduciary-aligned portfolio construction.
• Exceptional ability to translate complex factor-based investing and capital markets theory into clear, persuasive narratives for sophisticated advisor teams.
• 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.
• Able to present Dimensional’s products and philosophy to small and large groups.
• Ability to act as a coach and mentor to junior members of the team.

Requirements

• 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.