Regional Director, Client Acquisition Team

The Regional Director of the Client Acquisition Team (C.A.T.) is responsible for business development of new clients, primarily focusing on industry events, both national and regional. They will also help with sales‑related activities, organize proactive outreach based on future Dimensional conferences and webcasts, and utilize LinkedIn Sales Navigator to its fullest extent to find opportunities with potential advisors. To be successful, the Regional Director must have a foundational knowledge of investments, capital markets and asset‑allocation theory, and the ability to discuss the sophisticated investment solutions that Dimensional provides while understanding the issues and setbacks Advisors face in building a client‑centric, fee‑based practice.

Responsibilities

• Sales leadership and management of a national prospect territory composed primarily of RIA financial advisors.
• Develop new advisor relationships.
• Consult 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.
• Present Dimensional Fund Advisors’ investment capabilities, theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
• Formulate and execute tailored Dimensional initiatives and champion existing company initiatives.
• Be a team‑player and sales & 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 client base within the territory through the profitable growth of Dimensional’s product suite.

Desired Experience and Traits

• Extensive experience in the Financial Services Industry.
• Bachelor’s Degree required; MBA, CFA or CFP preferred; Series 24 a plus.
• 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 aligned with Dimensional’s investment philosophy.
• Entrepreneurial spirit with high energy and passion; a self‑starter.
• Excellent written and verbal communication skills, particularly in conveying technical investment approaches and key Dimensional selling points.
• Ability to present Dimensional’s products and philosophy to small and large groups.
• Act as a coach and mentor to junior team members.
• Results‑oriented yet highly collaborative.
• Ability to work successfully in teams and operate independently.
• Some travel will be required at specific industry events.
• Securities Industry Essentials (SIE), 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.

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

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