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.
They will also utilize LinkedIn Sales Navigator to its fullest extent to find opportunities of potential interested 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 business development of new clients, primarily focusing on industry events, both national and regional.
Skills & Requirements
Must-have
Business development of new clients
Industry events (national and regional)
LinkedIn Sales Navigator utilization
Foundational knowledge of investments
Capital markets and asset allocation theory
Discuss sophisticated investment solutions
Sales leadership and management
Develop new advisor relationships
Present investment capabilities and theory
Nice-to-have
Team-player and thought leader
Spokesperson and ambassador of brand
Entrepreneurial spirit with high energy
Act as a coach and mentor
Results-oriented but highly collaborative
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 of hire