Sales & Business Development - Regional Director

Dimensional Fund Advisors

Illinois, USA
$155,000 - $185,000; bonus eligible; not specified...
Hybrid
Investment solutions sales
Client relationship management
Business development
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.
  • 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

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

  • Investment solutions sales
  • Client relationship management
  • Business development
  • Territory growth
  • Capital markets knowledge

Nice-to-have

  • Entrepreneurial spirit
  • Intellectual curiosity
  • Confident communication
  • Competitive spirit
  • Client-centric approach

Key Requirements

  • SIE, Series 7, Series 63/66 licenses required
  • Must obtain SIE and Series 7 within 12 weeks
  • Track record of building relationships
  • Track record of growing a territory

Work Rights

Not specified

Tailored Resume

Cover Letter