Dimensional

Dimensional

Regional Director, Independent Advisors (RIA's)

Austin · Director

Sponsorship not specifiedDetected 7 days ago
Business DevelopmentLeadershipCommunicationCFA

About the role

  • Job Description: The Regional Director is responsible for relationship management and business development of both existing and new clients in the central region of the United States.
  • The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors.
  • It is the policy of the Company to provide equal opportunity for all employees and applicants.

Responsibilities

  • Develop strategies to expand and retain existing and build net new advisor relationships.
  • Consult with advisor firms on building an efficient practice while providing a successful investment experience to clients.

Requirements

  • Must have 10+ years of experience in the Financial Services Industry.
  • Ability to present Dimensional's products and philosophy to small and large groups.
  • Competitive but highly collaborative with the ability to work both independently and in a team environment.
  • SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required
  • SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment
  • A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
  • Strong consultative sales abilities in building Advisor relationships and raising assets.
  • Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
  • An entrepreneurial spirit with high energy and passion
  • a self-starter.
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
  • This role is not eligible for immigration sponsorship.

Nice to have

  • Bachelor's Degree required
  • MBA or CFA strongly preferred.

Compensation

  • The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregn

Visa & Work Authorization

  • This role is not eligible for immigration sponsorship.
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This listing is sourced directly from Dimensional's careers page and normalized into a canonical job model.