Regional Director, Wirehouses (remote/in-territory Eligible)

Dimensional Fund Advisors

New York, New Jersey, United States
Base: $155,000 - $185,000; bonus: eligible; benefi...
Hybrid
Wirehouse advisor relationships
Net new assets generation
Fee-based business model expertise
The role is responsible for driving strategic sales and managing relationships with Wirehouse-affiliated Financial Advisors to maximize Net New Assets

Job Summary

  • The role is responsible for driving strategic sales and managing relationships with Wirehouse-affiliated Financial Advisors to maximize Net New Assets.
  • Candidates must possess a strong knowledge of investments and capital markets to effectively discuss Dimensional's sophisticated investment solutions.
  • The position offers a salary range of $155,000 - $185,000 with bonus eligibility and comprehensive benefits.

Matching Summary

The role is responsible for driving strategic sales and managing relationships with Wirehouse-affiliated Financial Advisors to maximize Net New Assets.

Salary

Base: $155,000 - $185,000; Bonus: Eligible; Benefits: Comprehensive benefits and educational initiatives

Skills & Requirements

Must-have

  • Wirehouse advisor relationships
  • Net new assets generation
  • Fee-based business model expertise
  • Complex investment solution presentations
  • Territory P&L ownership

Nice-to-have

  • Entrepreneurial self-starter mindset
  • High-travel territory management
  • Academic research championing
  • Mentoring junior team members
  • Evidence-based investing conviction

Key Requirements

  • Series 7 and Series 63/66 licenses required
  • Bachelor's degree required; MBA/CFA preferred
  • Established network in NY/NJ Wirehouse channels
  • Proven track record exceeding NNA targets
  • SIE license within first 12 weeks of hire

Work Rights

Not specified

Tailored Resume

Cover Letter