Dimensional Fund Advisors
Regional Director - Retirement (In-Territory eligible)
Dimensional Fund Advisors, Austin, Texas, us, 78716
Regional Director - Retirement (In‑Territory eligible)
Apply for the Regional Director position at Dimensional Fund Advisors.
Salary $155,000 - $200,000
(bonus eligible)
Job Description The Regional Director, Retirement Group, will develop and expand client relationships with insurance companies and stakeholders in the defined contribution space. The successful candidate will build strong relationships at all levels of a client’s business to understand investment needs and identify business development opportunities. Success requires acquiring a deep understanding of Dimensional’s business processes, investment philosophy, and approach, and effectively articulating this to clients. The candidate will work directly with Retirement and Insurance Distribution teammates, and other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional service.
Responsibilities
Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects.
Work with senior Retirement and Insurance Distribution team members to fully develop opportunities.
Build and maintain deep relationships with staff at all levels of a client’s business.
Provide constructive feedback on strategies and trends to executive, sales and investment management teams.
Lead complex technical investment discussions, including review meetings, with a sophisticated audience.
Act as an intellectual contributor and a trusted advisor to prospects and clients.
Qualifications
Minimum of nine years of investment sales experience, ideally at an institutional asset manager.
Experience working with a variety of insurance company products.
Strong sense of professional and personal integrity and high ethical standards.
Demonstration of initiative, accountability and focus on delivering consistent quality work.
Commitment to Dimensional’s investment philosophy and process.
Excellent written and verbal communication skills, especially in conveying technical investment approaches and key selling points clearly and compellingly.
Ability to prioritize and manage time effectively.
Strong academic background; MBA and/or CFA strongly preferred.
Proven track record and history of success.
Required licenses: SIE, Series 7, and Series 63/66 (SIE and Series 7 must be obtained within 12 weeks of hire).
Notes to Applicants
Dimensional values collaboration and flexibility. Most roles are office‑first hybrid: in‑office Tuesdays, Wednesdays, Thursdays; remote Mondays and Fridays. Discuss details with your recruiter.
Resumes and portfolios (when applicable) are required. If you cannot attach a resume from a mobile device, you may receive a follow‑up email.
We encourage applications from those who are interested in our mission even if they do not match every qualification.
The use of artificial intelligence during interviews and skill testing is prohibited unless authorized by Dimensional.
Reasonable accommodations are available upon request.
Location: Hybrid work pattern from Austin, Charlotte or Santa Monica. Role may also be in‑territory in Pacific North West or Illinois.
Benefits Dimensional offers comprehensive benefits, educational initiatives and celebrates our culture and growth.
Equal Opportunity Statement It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, creed, sex, pregnancy, caregiver status, gender identity or expression, national origin, age, disability, marital status, familial status, military or veteran status, citizenship status or alienage, sexual orientation, and other protected categories.
Additional Information Seniority level: Director
Employment type: Full‑time
Job function: Business Development and Sales
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Salary $155,000 - $200,000
(bonus eligible)
Job Description The Regional Director, Retirement Group, will develop and expand client relationships with insurance companies and stakeholders in the defined contribution space. The successful candidate will build strong relationships at all levels of a client’s business to understand investment needs and identify business development opportunities. Success requires acquiring a deep understanding of Dimensional’s business processes, investment philosophy, and approach, and effectively articulating this to clients. The candidate will work directly with Retirement and Insurance Distribution teammates, and other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional service.
Responsibilities
Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects.
Work with senior Retirement and Insurance Distribution team members to fully develop opportunities.
Build and maintain deep relationships with staff at all levels of a client’s business.
Provide constructive feedback on strategies and trends to executive, sales and investment management teams.
Lead complex technical investment discussions, including review meetings, with a sophisticated audience.
Act as an intellectual contributor and a trusted advisor to prospects and clients.
Qualifications
Minimum of nine years of investment sales experience, ideally at an institutional asset manager.
Experience working with a variety of insurance company products.
Strong sense of professional and personal integrity and high ethical standards.
Demonstration of initiative, accountability and focus on delivering consistent quality work.
Commitment to Dimensional’s investment philosophy and process.
Excellent written and verbal communication skills, especially in conveying technical investment approaches and key selling points clearly and compellingly.
Ability to prioritize and manage time effectively.
Strong academic background; MBA and/or CFA strongly preferred.
Proven track record and history of success.
Required licenses: SIE, Series 7, and Series 63/66 (SIE and Series 7 must be obtained within 12 weeks of hire).
Notes to Applicants
Dimensional values collaboration and flexibility. Most roles are office‑first hybrid: in‑office Tuesdays, Wednesdays, Thursdays; remote Mondays and Fridays. Discuss details with your recruiter.
Resumes and portfolios (when applicable) are required. If you cannot attach a resume from a mobile device, you may receive a follow‑up email.
We encourage applications from those who are interested in our mission even if they do not match every qualification.
The use of artificial intelligence during interviews and skill testing is prohibited unless authorized by Dimensional.
Reasonable accommodations are available upon request.
Location: Hybrid work pattern from Austin, Charlotte or Santa Monica. Role may also be in‑territory in Pacific North West or Illinois.
Benefits Dimensional offers comprehensive benefits, educational initiatives and celebrates our culture and growth.
Equal Opportunity Statement It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, creed, sex, pregnancy, caregiver status, gender identity or expression, national origin, age, disability, marital status, familial status, military or veteran status, citizenship status or alienage, sexual orientation, and other protected categories.
Additional Information Seniority level: Director
Employment type: Full‑time
Job function: Business Development and Sales
#J-18808-Ljbffr