Regional Director, Wirehouses

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 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 towards 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.

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.