Regional Director, Client Acquisition Team

Dimensional Fund Advisors

Multiple Locations
Hybrid
Foundational knowledge of investments
Capital markets and asset allocation theory
Discuss sophisticated investment solutions
The Regional Director is responsible for business development of new clients, primarily focusing on industry events, both national and regional

Job Summary

  • The Regional Director is responsible for business development of new clients, primarily focusing on industry events, both national and regional.
  • Responsibilities include sales leadership and management of a national prospect territory, developing new advisor relationships, and consulting with advisors on building efficient practices.
  • Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations.

Matching Summary

The Regional Director is responsible for business development of new clients, primarily focusing on industry events, both national and regional.

Skills & Requirements

Must-have

  • Foundational knowledge of investments
  • Capital markets and asset allocation theory
  • Discuss sophisticated investment solutions
  • LinkedIn Sales Navigator utilization
  • Organize proactive outreach efforts
  • Sales leadership and management

Nice-to-have

  • Entrepreneurial spirit with high energy
  • Team-player and thought leader
  • Spokesperson and ambassador
  • Act as a coach and mentor

Key Requirements

  • Bachelor’s Degree required
  • MBA, CFA or CFP preferred
  • Series 24 is a plus
  • SIE, Series 7, and Series 63/66 licenses required
  • SIE and Series 7 must be obtained within 12 weeks

Work Rights

Not specified

Tailored Resume

Cover Letter