Dimensional Fund Advisors · 3 days ago
Regional Director, Client Acquisition Team
Austin, TX
Full-time
Hybrid
Lead/StaffDimensional Fund Advisors is seeking a Regional Director for their Client Acquisition Team, responsible for business development and client engagement primarily through national and regional industry events. This role involves building relationships with financial advisors, presenting investment solutions, and increasing revenues and assets under management within the designated territory.
Financial Services
Hiring Manager
Victoria Chipp
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
Required
Bachelor's Degree required
Extensive experience in the Financial Services Industry
Strong knowledge of investments, capital markets and asset allocation theory
Ability to discuss sophisticated investment solutions
Solid business development understanding
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
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
Preferred
MBA, CFA or CFP preferred
Series 24 is a plus
Company
Dimensional Fund Advisors
Dimensional Fund Advisors is a company that provides asset management services.
Founded in 1981
1001-5000 employees
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
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