Regional Director, Institutional Sales

DIMENSIONAL

Hybrid
10+ years investment sales experience
Institutional asset manager background
Defined contribution and benefit clients
DIMENSIONAL is seeking a Regional Director for Institutional Sales to build and manage relationships with institutional investors, focusing on delivering exceptional client service and aligning with the company's investment philosophy. The ideal candidate should have extensive experience in investment sales, particularly with institutional clients, and possess strong communication skills

Job Summary

  • The Regional Director will develop relationships with institutional investors in an assigned territory while working closely with colleagues throughout the firm.
  • Success requires acquiring a deep understanding of Dimensional's business processes, investment philosophy, and effectively articulating this to clients.
  • The role involves leading complex technical investment discussions with sophisticated audiences and acting as a trusted advisor to prospects and clients.

Matching Summary

Match Score: 85

DIMENSIONAL is seeking a Regional Director for Institutional Sales to build and manage relationships with institutional investors, focusing on delivering exceptional client service and aligning with the company's investment philosophy. The ideal candidate should have extensive experience in investment sales, particularly with institutional clients, and possess strong communication skills.

Skills & Requirements

Must-have

  • 10+ years investment sales experience
  • Institutional asset manager background
  • Defined contribution and benefit clients
  • Deep relationship building skills
  • Technical investment discussion leadership

Nice-to-have

  • Strong academic background with MBA
  • CFA designation preferred
  • Proven track record of success
  • Commitment to investment philosophy
  • Excellent written communication skills

Key Requirements

  • Minimum ten years of investment sales experience
  • Experience with defined contribution/defined benefit clients
  • MBA and/or CFA strongly preferred
  • Not eligible for immigration sponsorship

Work Rights

Must have US work authorization

Tailored Resume

Cover Letter