Dimensional Fund Advisors
Sales and Business Development Director
Dimensional Fund Advisors, Charlotte, North Carolina, United States, 28245
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.
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.
If you are not currently working within asset management, it would be great to see a cover letter/profile that tells us about your desire to change industries.
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.
Job Type:
Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Work Location:
In person
#J-18808-Ljbffr
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.
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.
If you are not currently working within asset management, it would be great to see a cover letter/profile that tells us about your desire to change industries.
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.
Job Type:
Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Work Location:
In person
#J-18808-Ljbffr