What are the responsibilities and job description for the Regional Director, Global Client Group (National Relationship Group) position at Dimensional Fund Advisors?
Notes to applicants:
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Job Description:
The Regional Director, National Relationship Group, is responsible for business development and relationship management of both new and existing clients. They will lead all sales related activities as well as organize efforts of client service team members to effectively address the needs of Advisors in the territory.
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 client service orientation and understand the issues and setbacks Advisors face in building a client-centric, fee-based business.
Responsibilities:
- Sales leadership and management of a territory composed primarily of hybrid broker dealer and investment advisor clients.
- 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.
- 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 as there can be potential to manage Client Service Members in the future.
- 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
- SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment
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