Regional Director, Wirehouses

About the role

The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients. They will lead all sales related activities as well as organize efforts of client service team members to effectively address the needs of Advisors in the territory.

Responsibilities

• Sales leadership and management of a territory composed primarily of wire-house affiliated financial advisors
• 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
• Be 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

What Good Looks Like

• In-person territory management: You will travel extensively across your assigned territory and build relationships via a combination of face-to-face meetings and virtual communication
• Sales Success Factors: You drive commercial growth through day-to-day sales activities that build long-term trust. By showing up at regional events, networking actively, and genuinely supporting your clients, you create a natural pipeline of new business that drives net new revenue

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
• 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
• Ability to present Dimensional’s products and philosophy to small and large groups
• 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

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.

Pay

N/A

Schedule

N/A