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Dimensional Fund Advisors · 1 month ago

Regional Director, Client Acquisition Team

Austin, TX

Full-time

Hybrid

Lead/Staff

Dimensional Fund Advisors is a company focused on investment solutions and business development. The Regional Director of the Client Acquisition Team is responsible for developing new client relationships and leading sales efforts, primarily targeting financial advisors through various industry events and proactive outreach.

Financial Services

Responsibilities

Sales leadership and management of a national prospect territory composed primarily of RIA financial advisors

Develops new advisor relationships

Consults with advisors on building an efficient practice while providing a successful investment experience to clients

Act as a trusted advisor to clients and colleagues alike

Presents Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions

Formulates and executes tailored Dimensional initiatives and champions existing company initiatives

Be a team-player and sales and marketing thought leader 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 Advisor clients within the territory through the profitable growth of Dimensional’s product suite

Qualification

Business developmentInvestment knowledgeRIA Financial AdvisorsCFACFPSales NavigatorEntrepreneurial spiritCoachingCommunicationTeam playerMentoring

Required

Bachelor's Degree required

Extensive experience in the Financial Services Industry

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

Foundational knowledge of investments, capital markets and asset allocation theory

Solid business development understanding

Ability to discuss sophisticated investment solutions

Demonstrated track-record of building Advisor relationships and growing a territory

Extensive knowledge and network of RIA Financial Advisors

Excellent written and verbal communication skills

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

Results-oriented but highly collaborative

Ability to work successfully in teams as well as operate on your own merit

Some travel will be required at specific industry events