Dimensional Fund Advisors
Sales & Business Development - Regional Director
Dimensional Fund Advisors, Mount Washington, Kentucky, United States, 40047
Overview
Employer Industry: Investment Management Why consider this job opportunity
Salary range of $155,000 - $185,000 Bonus eligible based on performance Flexible hybrid work model, allowing for remote work on select days Opportunity for career advancement within a growing firm Inclusive workplace culture that encourages applications from diverse backgrounds Comprehensive benefits and educational initiatives to support personal and professional development What to Expect
Job Responsibilities
Manage sales activities and client relationships within a designated territory Develop new client relationships while retaining and nurturing existing ones Present investment capabilities and performance at client meetings, conferences, and industry events Collaborate with the client service team to address client needs effectively Act as an ambassador for the employer’s brand and investment philosophy What is Required
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 Strong foundational knowledge of investments, capital markets, and asset allocation theory Proven business development skills with a client-centric approach Track record of building relationships and growing a territory Excellent communication and leadership abilities How to Stand Out (Preferred Qualifications)
Experience in asset management or a related field Demonstrated entrepreneurial spirit and a results-oriented mindset Intellectual curiosity and a passion for investment solutions Ability to articulate the employer’s investment philosophy and its market position Previous experience in a sales role focused on client relationship management #InvestmentManagement #SalesLeadership #CareerGrowth #RemoteWork #InclusiveWorkplace
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Employer Industry: Investment Management Why consider this job opportunity
Salary range of $155,000 - $185,000 Bonus eligible based on performance Flexible hybrid work model, allowing for remote work on select days Opportunity for career advancement within a growing firm Inclusive workplace culture that encourages applications from diverse backgrounds Comprehensive benefits and educational initiatives to support personal and professional development What to Expect
Job Responsibilities
Manage sales activities and client relationships within a designated territory Develop new client relationships while retaining and nurturing existing ones Present investment capabilities and performance at client meetings, conferences, and industry events Collaborate with the client service team to address client needs effectively Act as an ambassador for the employer’s brand and investment philosophy What is Required
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 Strong foundational knowledge of investments, capital markets, and asset allocation theory Proven business development skills with a client-centric approach Track record of building relationships and growing a territory Excellent communication and leadership abilities How to Stand Out (Preferred Qualifications)
Experience in asset management or a related field Demonstrated entrepreneurial spirit and a results-oriented mindset Intellectual curiosity and a passion for investment solutions Ability to articulate the employer’s investment philosophy and its market position Previous experience in a sales role focused on client relationship management #InvestmentManagement #SalesLeadership #CareerGrowth #RemoteWork #InclusiveWorkplace
#J-18808-Ljbffr