Sales & Business Development - Regional Director

Dimensional Fund Advisors

Illinois, USA
$155,000 - $185,000; bonus eligible; not specified...
Hybrid
Business development and relationship management
Client-centric approach
Sales activities and client management
This role is responsible for business development and relationship management of both new and existing clients in a designated distribution channel and territory

Job Summary

  • This role is responsible for business development and relationship management of both new and existing clients in a designated distribution channel and territory.
  • We look for individuals with a strong foundational knowledge of investments, capital markets, and asset allocation theory to be able to discuss the sophisticated investment solutions that Dimensional provides.
  • We reward based on sales performance as well as demonstrating strong team orientation and leadership behaviour.

Matching Summary

This role is responsible for business development and relationship management of both new and existing clients in a designated distribution channel and territory.

Salary

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

Skills & Requirements

Must-have

  • Business development and relationship management
  • Client-centric approach
  • Sales activities and client management
  • Present investment capabilities and theory

Nice-to-have

  • Entrepreneurial spirit
  • Intellectual curiosity
  • Confident communicators
  • Competitive spirit
  • Desire to continually grow

Key Requirements

  • SIE, Series 7, and Series 63/66 licenses required
  • SIE and Series 7 obtained within 12 weeks of hire
  • Strong foundational knowledge of investments
  • Excellent business development skills
  • Track record of building relationships

Work Rights

Not specified

Tailored Resume

Cover Letter