Regional Director, Wirehouses (Remote/In-Territory Eligible)

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.

Day To Day And 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

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) within Florida and/or Puerto Rico; bilingual (English/Spanish) is a significant plus
• 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

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

This role is not eligible for Immigration Sponsorship

Schedule

This position can be performed remotely in Florida (Southern) or on a hybrid Schedule from our Charlotte office.