Dimensional Fund Advisors

Regional Director, Consultant Relations

Dimensional Fund Advisors

full-time

Posted on:

Location Type: Hybrid

Location: Austin • North Carolina • Texas • United States

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Job Level

Lead

About the role

  • Develop, coordinate and implement business development plans for the institutional consultant community
  • Increase breadth and depth of relevant buy ratings across investment platform
  • Establish and develop relationships with manager researchers and field consultants who are key influencers
  • Partner with colleagues responsible for developing institutional business outside of North America as needed
  • Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
  • Lead complex technical investment discussions with a sophisticated audience
  • Have a strong voice with regards to positioning, communications and customized solutions
  • Act as an intellectual contributor and a trusted advisor to the consultant community
  • Mentor and guide less experienced team members

Requirements

  • Bachelor’s Degree required; MBA or CFA strongly preferred
  • At least 7 to 10 years of investment experience, ideally gained from working at an institutional asset manager or a consulting firm; DC experience a plus
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
  • Ability to work independently, to prioritize and exercise time management
  • Computer and analytical expertise
  • A strong sense of professional and personal integrity and high ethical standards
  • Demonstration of initiative, accountability and focus on quality
  • Commitment to the philosophy and process underlying Dimensional’s investment approach
  • Practical knowledge of the institutional investment business
  • Highly motivated to significantly increase depth and breadth of consultant relationships
  • A proven track record and history of success
  • Series 7 and 63/66 licensed; ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment experienceanalytical expertisetechnical investment approachestime management
Soft Skills
written communicationverbal communicationinitiativeaccountabilityfocus on qualityintegritymentoringrelationship building
Certifications
Bachelor’s DegreeMBACFASeries 7Series 63Series 66