Dimensional Fund Advisors
Regional Director, Client Acquisition Team
Dimensional Fund Advisors, Austin, Texas, us, 78716
Regional Director, Client Acquisition Team
Join to apply for the
Regional Director, Client Acquisition Team
role at
Dimensional Fund Advisors
1 day ago Be among the first 25 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. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
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.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
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. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
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.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
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 The Regional Director of the Client Acquisition Team (C.A.T.), is responsible for business development of new clients, primarily focusing on industry events, both national and regional. They will also help with sales related activities as well as organize efforts of proactive outreach based on future Dimensional conferences and webcasts. They will also utilize LinkedIn Sales Navigator to its fullest extent to find opportunities of potential interested advisors.
To be successful, the Regional Director must have a foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors. Just as important, the Regional Director must have a solid business development and understand the issues and setbacks Advisors face in building a client‑centric, fee‑based business.
Responsibilities
Sales leadership and management of a national prospect territory composed primarily of RIA financial advisors.
Develops new advisor relationships
Consults with advisors on building an efficient practice while providing a successful investment experience to clients.
Act as a trusted advisor to clients and colleagues alike
Presents Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
Formulates and executes tailored Dimensional initiatives and champions existing company initiatives.
Be a team-player and sales and marketing thought leader 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 Advisor clients within the territory through the profitable growth of Dimensional’s product suite.
Desirable Experience And Traits
Extensive experience in the Financial Services Industry.
Bachelor’s Degree required; MBA, CFA or CFP preferred. Also Series 24 is a plus.
A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
Demonstrated track‑record of building Advisor relationships and growing a territory.
Extensive knowledge and network of RIA 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.
Ability to present Dimensional’s products and philosophy to small and large groups.
Act as a coach and mentor to junior members of the team
Results‑oriented but highly collaborative
Ability to work successfully in teams as well as operate on your own merit
Some travel will be required at specific industry events
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.
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.
It is the policy of the Company to provide equal opportunity for all… (EEO statement continues) ...
Seniority level Mid‑Senior level
Employment type Full-time
Job function Business Development and Sales
Referrals increase your chances of interviewing at Dimensional Fund Advisors by 2x
Austin, TX $190,000.00-$220,000.00 3 weeks ago
#J-18808-Ljbffr
Regional Director, Client Acquisition Team
role at
Dimensional Fund Advisors
1 day ago Be among the first 25 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. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
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.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
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. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
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.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
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 The Regional Director of the Client Acquisition Team (C.A.T.), is responsible for business development of new clients, primarily focusing on industry events, both national and regional. They will also help with sales related activities as well as organize efforts of proactive outreach based on future Dimensional conferences and webcasts. They will also utilize LinkedIn Sales Navigator to its fullest extent to find opportunities of potential interested advisors.
To be successful, the Regional Director must have a foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors. Just as important, the Regional Director must have a solid business development and understand the issues and setbacks Advisors face in building a client‑centric, fee‑based business.
Responsibilities
Sales leadership and management of a national prospect territory composed primarily of RIA financial advisors.
Develops new advisor relationships
Consults with advisors on building an efficient practice while providing a successful investment experience to clients.
Act as a trusted advisor to clients and colleagues alike
Presents Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
Formulates and executes tailored Dimensional initiatives and champions existing company initiatives.
Be a team-player and sales and marketing thought leader 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 Advisor clients within the territory through the profitable growth of Dimensional’s product suite.
Desirable Experience And Traits
Extensive experience in the Financial Services Industry.
Bachelor’s Degree required; MBA, CFA or CFP preferred. Also Series 24 is a plus.
A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
Demonstrated track‑record of building Advisor relationships and growing a territory.
Extensive knowledge and network of RIA 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.
Ability to present Dimensional’s products and philosophy to small and large groups.
Act as a coach and mentor to junior members of the team
Results‑oriented but highly collaborative
Ability to work successfully in teams as well as operate on your own merit
Some travel will be required at specific industry events
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.
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.
It is the policy of the Company to provide equal opportunity for all… (EEO statement continues) ...
Seniority level Mid‑Senior level
Employment type Full-time
Job function Business Development and Sales
Referrals increase your chances of interviewing at Dimensional Fund Advisors by 2x
Austin, TX $190,000.00-$220,000.00 3 weeks ago
#J-18808-Ljbffr