Director of Sales And Business Development (Regional Director) jobs in United States
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Dimensional Fund Advisors · 5 hours ago

Director of Sales And Business Development (Regional Director)

Dimensional Fund Advisors is seeking accomplished sales professionals for the role of Regional Director, responsible for business development and relationship management with clients in designated territories. The position involves managing sales activities, developing new client relationships, and representing Dimensional’s investment capabilities in the marketplace.

Financial Services
Hiring Manager
Victoria Chipp
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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 knowledgeCapital markets understandingBusiness development skillsClient relationship managementSales performanceTeam orientationLeadership behaviorEntrepreneurial spiritIntellectual curiosityCommunication skills

Required

Strong foundational knowledge of investments, capital markets, and asset allocation theory
Excellent business development skills
Client-centric approach
Track record of building relationships and growing a territory
Self-starter
Ability to articulate Dimensional's investment philosophy and its place in the market
SIE (Securities Industry Essentials) license required
Series 7 license required
Series 63/66 licenses required
SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment

Preferred

Motivated by putting clients' needs first
Passionate about world class investment solutions
Driven by a results-oriented mindset
People with entrepreneurial spirit
Desire to continually grow and develop
Possess intellectual curiosity
Confident communicators that show true competitive spirit

Benefits

Bonus eligible

Company

Dimensional Fund Advisors

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Dimensional Fund Advisors is a company that provides asset management services.

Funding

Current Stage
Late Stage

Leadership Team

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Dave Butler
Co-CEO
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Bernard Grzelak
Chief Financial Officer and Vice President
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Company data provided by crunchbase