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Dimensional Fund Advisors · 2 months ago

Sales & Business Development - Regional Director

Santa Monica, CA

Full-time

Hybrid

Director/Executive

$155K/yr - $185K/yr

Dimensional Fund Advisors is seeking accomplished sales professionals for the role of Regional Director. This position involves business development and relationship management with new and existing clients in a designated territory, focusing on sales-related activities and client service coordination.

Financial Services

Responsibilities

Sales activities and management of clients within a territory

Develop new client relationships as well as retain and develop existing relationships

Present Dimensional’s investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions

Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team

Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace

Increase revenues, AUM and new clients within the territory through the growth of Dimensional’s product suite

Qualification

Investment knowledgeBusiness developmentClient relationship managementSales performanceTeam orientationLeadership behaviorSIE licenseSeries 7 licenseSeries 63/66 licenseCommunication skillsEntrepreneurial spiritIntellectual curiosityCompetitive spirit

Required

Strong foundational knowledge of investments, capital markets, and asset allocation theory

Excellent business development skills

Client-centric approach

Ability to coach, guide, and secure new business while deepening existing relationships

Motivated by putting clients' needs first

Passionate about world class investment solutions

Driven by a results-oriented mindset

Ability to articulate Dimensional's investment philosophy and its place in the market

Self-starter with a track record of building relationships and growing a territory

Entrepreneurial spirit

Desire to continually grow and develop

Intellectual curiosity

Confident communicator with competitive spirit

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