Regional Director, Consultant Relations

Dimensional Fund Advisors

Hybrid
Develop and expand consultant relationships
Increase buy ratings across investment platform
Lead complex technical investment discussions
Dimensional Fund Advisors is seeking a Regional Director for Consultant Relations to enhance relationships with key decision-makers in North American investment consulting firms. The ideal candidate will have extensive investment experience and the ability to convey complex technical information effectively. This hybrid role offers opportunities for professional development and collaboration with various teams

Job Summary

  • The Regional Director will develop and expand relationships with key decision makers at the North American offices of the assigned investment consulting firms.
  • Responsibilities include developing and implementing business development plans for the institutional consultant community and increasing the breadth and depth of relevant buy ratings across the investment platform.
  • 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

Match Score: 85

Dimensional Fund Advisors is seeking a Regional Director for Consultant Relations to enhance relationships with key decision-makers in North American investment consulting firms. The ideal candidate will have extensive investment experience and the ability to convey complex technical information effectively. This hybrid role offers opportunities for professional development and collaboration with various teams.

Skills & Requirements

Must-have

  • Develop and expand consultant relationships
  • Increase buy ratings across investment platform
  • Lead complex technical investment discussions
  • Positioning, communications, and customized solutions

Nice-to-have

  • Intellectual contributor and trusted advisor
  • Mentoring and guiding team members
  • Commitment to Dimensional's investment philosophy

Key Requirements

  • Bachelor’s Degree required
  • 7 to 10 years of investment experience
  • Series 7 and 63/66 licensed
  • Ability to pass Series 7 within 120 days

Work Rights

Not specified

Tailored Resume

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