Regional Director, Wirehouses

Sales Leadership and Management

• Proactively generate new advisor relationships and deepen existing partnerships to maximize Net New Assets (NNA) and market share.
• Partner with Financial Advisors (FAs) to streamline their practices, help them transition platforms, and shift towards fee-based, advisory models.
• Establish oneself as a "thought partner" to high-production teams and internal gatekeepers.
• Deliver high-impact presentations on Dimensional’s investment philosophy and performance at various meetings and conferences.
• Coordinate with internal product specialists and client relationship teams to support complex advisor needs.
• Act as 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.

Desirable Experience/Qualifications

• Extensive track record in Financial Services, specifically within External Wholesaling or Sales.
• Bachelor’s Degree required; MBA, CFA, or CIMA designation preferred.
• Deep personal conviction in evidence-based investing and the ability to champion Dimensional’s academic-rooted philosophy.
• Demonstrated history of consistently exceeding NNA (Net New Assets) targets and scaling territory market share.
• 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.
• Ability 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.