Regional Director Regional Director …

Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Regional Director
Regional Director, Broker-Dealer Advisor Group Charlotte/en-US/DFA_Careers/job/Charlotte/Regional-Director--Broker-Dealer-Advisor-Group_2019-5370/apply

Note to applicants:  Resumes 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 attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients in a specific territory. They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of advisors.

To be successful, the Regional Director must have a solid 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 strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business.


  • Sales leadership and management of a territory composed primarily of wire-house and independent broker-dealer financial advisors.
  • Develops new advisor relationships and retains and deepens existing advisor relationships.
  • Consults with advisors on building an efficient practice while providing a successful investment experience to clients.
  • 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 champion 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 Dimensionals product suite.


  • 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 fee-based Financial Advisors in the wire-house and independent broker-dealer markets 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.
  • Must have 10+ years of experience in the Financial Services Industry.
  • Bachelors Degree required; MBA or CFA strongly preferred.
  • 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 Dimensionals products and philosophy to small and large groups.
  • Competitive but highly collaborative with the ability to work both independently and in a team environment.
  • Must be Series 7 licensed.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Posted 2 Days AgoFull time2019-5370

Dimensional is a global investment firm guided by deep convictions about the power of capital markets.  We are a leader in applying advanced financial science to equity and fixed income investment strategies.  By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients.  Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds.  Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $586 billion globally as of June 30, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.