Logo
job logo

Sales & Business Development - Regional Director

Dimensional Fund Advisors, WorkFromHome, OR, United States


Overview

Employer Industry: Investment Management

Why consider this job opportunity

  • Salary range of $155,000 - $185,000, plus bonus eligibility
  • Opportunity for career advancement and growth within the organization
  • Flexible hybrid work schedule, with remote options available in specific states
  • Comprehensive benefits and educational initiatives to support employees and their families
  • Collaborative and inclusive workplace culture focused on client success

What to Expect (Job Responsibilities)

  • Manage sales activities and client relationships within a designated territory
  • Develop new client relationships while retaining and enhancing existing ones
  • Present investment capabilities and performance to clients, at conferences, and industry events
  • Collaborate with team members to provide effective sales and marketing support
  • Act as a spokesperson for the employer's brand and investment philosophy across the industry

What is Required (Qualifications)

  • Minimum of SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses; 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
  • Self-starter with a results-oriented mindset

How to Stand Out (Preferred Qualifications)

  • Experience in asset management or related fields
  • Demonstrated entrepreneurial spirit and intellectual curiosity
  • Confidence in communication with a competitive spirit

#InvestmentManagement #SalesOpportunities #CareerGrowth #FlexibleWork #ClientSuccess

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

#J-18808-Ljbffr