Dimensional Fund Advisors · 2 weeks ago
Regional Director - Retirement (In-Territory eligible)
United States
Full-time
Remote
Senior Level, Lead/Staff
$155K/yr - $200K/yr
9+ years expDimensional Fund Advisors is seeking a Regional Director for their Retirement Group to develop and expand client relationships within the defined contribution space. The role involves building strong relationships with clients, working with various internal teams, and ensuring exceptional client service.
Financial Services
Responsibilities
Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects
Work with senior Retirement and Insurance Distribution team members to fully develop opportunities
Build and maintain deep relationships with staff at all levels of a client’s business
Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
Lead complex technical investment discussions, including review meetings, with a sophisticated audience
Act as an intellectual contributor and a trusted advisor to our prospects and clients
Qualification
Required
A minimum of nine years of investment sales experience required, ideally gained from working at an institutional asset manager
Experience working with a variety of insurance company products
A strong sense of professional and personal integrity and high ethical standards
Demonstration of initiative, accountability and a focus on delivering consistent quality work
Commitment to the philosophy and process underlying Dimensional's investment approach
Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
Ability to prioritize and to exercise time management
A strong academic background is required; MBA and/or CFA strongly preferred
A proven track record and history of success is required
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
Comprehensive benefits
Educational initiatives
Special celebrations of our history, culture, and growth
Company
Dimensional Fund Advisors
Dimensional Fund Advisors is a company that provides asset management services.
1001-5000 employees
H1B Sponsorship
Dimensional Fund Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (18)
2023 (35)
2022 (22)
2021 (23)
2020 (31)
Funding
Current Stage
Late StageLeadership Team
Dave Butler
Co-CEO
Bernard Grzelak
Chief Financial Officer and Vice President
Recent News
2025-12-16
2025-11-19
2025-11-18
Company data provided by crunchbase