Job Description

For this position, which is subject to credentials, industry experience, education, training/certifications, [and/or geographic differentials], Dimensional reasonably expects to pay a salary range of: $155,000 - $185,000 This role may also be eligible to receive a discretionary bonus. Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. Resumes and portfolios (when applicable) are required as part of your application. Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: As we continue to grow, Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution channel and territory. Whether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base. Our Regional Director roles are structured around a "best of both" universal hybrid model where you are based within a commutable distance of one of our home offices (we have a great relocation policy) and frequently travel to meet with clients. This enables us to maintain our team-oriented and social culture by creating space for live collaboration, training, and mentorship, while also appreciating the need for flexibility. We believe this helps us provide the best working experience to our colleagues and the best overall service to our clients. Please note this role is a great way to express interest in Regional Director positions at Dimensional. You will discuss specific channels at the point you speak with a recruiter depending on role availability and experience. What do we look for in a Regional Director? We look for individuals with a strong foundational knowledge of investments, capital markets, and asset allocation theory to be able to discuss the sophisticated investment solutions that Dimensional provides. Just as importantly, a Regional Director must have excellent business development skills and a truly client-centric approach. We look to our sales leaders to be company ambassadors that coach, guide, and secure new business while deepening existing relationships. Ultimately, the goal is to help our investment solutions reach as many people as possible. We reward based on sales performance as well as demonstrating strong team orientation and leadership behavior. Typical expectations of a Regional Director: Sales activities and management of clients within a territory. Develop new client relationships as well as retain and develop existing relationships. Present Dimensional’s investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions. Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team. Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace. Increase revenues, AUM and new clients within the territory through the growth of Dimensional’s product suite. Who should apply? If you are motivated by putting clients’ needs first, are passionate about world class investment solutions, and you are driven by a results-oriented mindset, then we would love to hear from you. Ideally, you will align with Dimensional’s investment philosophy and be able to articulate its place in the market. You will need to be a self-starter who can demonstrate a track record of building relationships and growing a territory. We value people with entrepreneurial spirit, a desire to continually grow and develop, possess intellectual curiosity, and are confident communicators that show true competitive spirit. Please note 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. For the right candidate with a great network we can hire Regional Directors in territory in Northern California, Oregon, New York, New Jersey or Chicago. 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 of our history, culture, and growth. #J-18808-Ljbffr Dimensional Fund Advisors

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