Regional Director, Institutional Sales

Dimensional Fund Advisors

Not specified; not specified; comprehensive benefi...
Hybrid
10+ years investment sales experience
Institutional asset manager background
Defined contribution and benefit clients
Dimensional Fund Advisors is seeking a Regional Director for Institutional Sales to enhance client relationships and expand their market presence. The ideal candidate should have extensive investment sales experience, particularly with institutional clients, and demonstrate strong communication and relationship-building 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 Fund Advisors is seeking a Regional Director for Institutional Sales to enhance client relationships and expand their market presence. The ideal candidate should have extensive investment sales experience, particularly with institutional clients, and demonstrate strong communication and relationship-building skills.

Salary

Not specified; Not specified; Comprehensive benefits included

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
  • Commitment to firm's investment philosophy
  • Proven track record of success
  • Excellent written communication skills

Key Requirements

  • Minimum ten years of investment sales experience
  • Experience with defined contribution/defined benefit clients
  • MBA or CFA strongly preferred
  • US work authorization required (no sponsorship)

Work Rights

Must have US work authorization

Tailored Resume

Cover Letter