About this opportunity
CFA Institute lists this Regional Director, Retirement Group Hybrid Territory Leader opportunity in austin, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Dimensional is seeking a Regional Director to lead proactive sales initiatives within a designated territory, focusing on retirement and institutional clients. The role emphasizes in-person engagement, deep investment knowledge, and collaboration with marketing, portfolio management, and analytics to deliver exceptional client service.
Hybrid role based in Austin or Charlotte with potential in New York, New Jersey, or Illinois; requires SIE, Series 7/63/66 licenses within 12 weeks; strong
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Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.