Regional Director, Traditional Institutional Group

Job description

Job Description:

The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The Regional Director, Institutional Sales will develop relationships with institutional investors in an assigned territory and will work closely with colleagues throughout Dimensional to meet those objectives. The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.

Success in the role will require the candidate to acquire a deep understanding of Dimensional’ s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it.

Responsibilities:

Develop, coordinate and implement marketing and sales and client service programs for institutional clients and prospects in the United States

Work with senior Institutional Services team members to fully develop all opportunities in the region

Build and maintain deep relationships with staff at all levels of a client’s business

Provide constructive feedback on strategies and trends to the executive, sales and investment management teams

Lead complex technical investment discussions, including review meetings, with a sophisticated audience

Act as an intellectual contributor and a trusted advisor to our prospects and clients

Qualifications:

A minimum of ten years of investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity

Experience working with defined contribution, defined benefit, endowment & foundation clients

A strong sense of professional and personal integrity and high ethical standards

Demonstration of initiative, accountability and a focus on delivering consistent quality work

Commitment to the philosophy and process underlying Dimensional’ s investment approach

Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner

An extensive knowledge of the institutional investment business

Ability to prioritize and to exercise time management

A strong academic background is required; MBA and/or CFA strongly preferred

A proven track record and history of success is required

SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)

This role is not eligible for immigration sponsorship

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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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Who can apply

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