Regional Director, Client Acquisition Team

DIMENSIONAL

Multiple Locations
Hybrid
Industry events business development
Linkedin sales navigator utilization
Foundational investment knowledge
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.
  • Responsibilities include sales leadership and management of a national prospect territory, developing new advisor relationships, and consulting with advisors on building efficient practices.
  • 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

The Regional Director is responsible for business development of new clients, primarily focusing on industry events, both national and regional.

Skills & Requirements

Must-have

  • Industry events business development
  • LinkedIn Sales Navigator utilization
  • Foundational investment knowledge
  • Capital markets understanding
  • Asset allocation theory knowledge
  • Sophisticated investment solutions discussion
  • Advisor business development understanding

Nice-to-have

  • Team player and thought leader
  • Entrepreneurial spirit and high energy
  • Coach and mentor to junior members
  • Results-oriented but 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 obtained within 12 weeks

Work Rights

Not specified

Tailored Resume

Cover Letter