Sales & Business Development - Regional Director

Dimensional Fund Advisors

Northern California, US
Base: $155,000 - $185,000; bonus: eligible; benefi...
Hybrid
Strong foundational knowledge of investments
Excellent business development skills
Client-centric approach to sales
The role involves developing new client relationships and retaining existing ones while presenting Dimensional's investment capabilities

Job Summary

  • The role involves developing new client relationships and retaining existing ones while presenting Dimensional's investment capabilities.
  • Candidates must possess a strong foundational knowledge of investments, capital markets, and asset allocation theory to discuss sophisticated solutions.
  • Dimensional offers comprehensive benefits, educational initiatives, and a culture that celebrates history, growth, and equal opportunity.

Matching Summary

The role involves developing new client relationships and retaining existing ones while presenting Dimensional's investment capabilities.

Salary

Base: $155,000 - $185,000; Bonus: Eligible; Benefits: Comprehensive benefits and educational initiatives

Skills & Requirements

Must-have

  • Strong foundational knowledge of investments
  • Excellent business development skills
  • Client-centric approach to sales
  • Ability to articulate investment theory
  • Track record of growing territory

Nice-to-have

  • Entrepreneurial spirit and competitive drive
  • Passion for world class investment solutions
  • Intellectual curiosity and continuous learning
  • Experience supporting independent advisors
  • Team orientation and coaching abilities

Key Requirements

  • SIE license required within 12 weeks
  • Series 7 license required within 12 weeks
  • Series 63 or Series 66 license required
  • Not eligible for immigration sponsorship
  • Strong educational background in finance or related field

Work Rights

Not specified

Tailored Resume

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