Regional Director, Wirehouses (remote/in-territory Eligible)

DIMENSIONAL

New York, New Jersey, United States
Base: $155,000 - $185,000; bonus: eligible; benefi...
Hybrid
Wirehouse advisor network
Net new assets generation
Fee-based business models
The Regional Director is responsible for driving strategic sales and managing relationships with Wirehouse-affiliated Financial Advisors to maximize Net New Assets

Job Summary

  • The Regional Director is responsible for driving strategic sales and managing relationships with Wirehouse-affiliated Financial Advisors to maximize Net New Assets.
  • This role requires acting as a thought partner to high-production teams while delivering high-impact presentations on Dimensional's investment philosophy at conferences and branch sessions.
  • Dimensional offers comprehensive benefits, educational initiatives, and a culture that values evidence-based investing and innovative results.

Matching Summary

The Regional Director is responsible for driving strategic sales and managing relationships with Wirehouse-affiliated Financial Advisors to maximize Net New Assets.

Salary

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

Skills & Requirements

Must-have

  • Wirehouse advisor network
  • Net new assets generation
  • Fee-based business models
  • Investment philosophy presentation
  • Territory P&L ownership

Nice-to-have

  • Entrepreneurial self-starter mindset
  • High-travel territory management
  • Mentoring junior team members
  • Complex factor-based investing knowledge
  • Academic research championing

Key Requirements

  • Series 7 and Series 63/66 licenses required
  • Bachelor's degree required; MBA/CFA preferred
  • Established Wirehouse relationships in NY/NJ metro
  • Extensive track record in external wholesaling or sales
  • Not eligible for immigration sponsorship

Work Rights

Not specified

Tailored Resume

Cover Letter