Regional Director, Independent Advisors (remote/in-territory Eligible) - Northern California

DIMENSIONAL

Northern California, USA
$155,000 - $185,000; bonus eligible; not specified...
Hybrid
Foundational knowledge of investments
Capital markets and asset allocation theory
Discuss sophisticated investment solutions
The Regional Director is responsible for relationship management and business development of both existing and new clients in the Northern California region of the United States

Job Summary

  • The Regional Director is responsible for relationship management and business development of both existing and new clients in the Northern California region of the United States.
  • They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of advisors.
  • 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 of our history, culture, and growth.

Matching Summary

The Regional Director is responsible for relationship management and business development of both existing and new clients in the Northern California region of the United States.

Salary

$155,000 - $185,000; Bonus eligible; Not specified

Skills & Requirements

Must-have

  • Foundational knowledge of investments
  • Capital markets and asset allocation theory
  • Discuss sophisticated investment solutions
  • Business development and client service orientation
  • Understand advisor challenges

Nice-to-have

  • Entrepreneurial spirit and high energy
  • Team-player and thought leader
  • Spokesperson for Dimensional brand

Key Requirements

  • 10+ years of experience in Financial Services
  • Bachelor’s Degree required
  • SIE, Series 7, and Series 63/66 licenses required
  • Personal alignment with Dimensional's philosophy

Work Rights

Not specified

Tailored Resume

Cover Letter