Sales & Business Development - Regional Director jobs in United States
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Dimensional Fund Advisors · 6 hours ago

Sales & Business Development - Regional Director

positionCalifornia, United States
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$155K/yr - $185K/yr

Dimensional Fund Advisors is looking for accomplished sales professionals to fill the role of Regional Director, responsible for business development and relationship management with new and existing clients. The position requires a strong foundational knowledge of investments and excellent business development skills to help increase revenues and deepen client relationships.

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 leadershipEntrepreneurial 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 with entrepreneurial spirit
Desire to continually grow and develop
Intellectual curiosity
Confident communicator
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

Benefits

Comprehensive benefits
Educational initiatives
Special celebrations of our history, culture, and growth

Company

Dimensional Fund Advisors

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Dimensional Fund Advisors is a company that provides asset management services.
dateFounded in 1981
location
Austin, Texas, USA
people-size1001-5000 employees
web-link
https://us.dimensional.com

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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Recent News

MarketScreener
State Street Supports Dimensional Fund Advisors’ UCITS ETF Launch
2025-12-16
Investing.com
SEC approves Dimensional Fund Advisors launch of ETF share class for 13 mutual funds
2025-11-19
Benzinga.com
DFA Breaks Vanguard's 20-Year Grip As SEC Approves ETF Share Classes
2025-11-18
Company data provided by crunchbase