Regional Director, Independent Advisors – Northern California
Dimensional Fund Advisors
full-time
Posted on:
Location Type: Hybrid
Location: Santa Monica • California • United States
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Salary
💰 $155,000 - $185,000 per year
Job Level
About the role
- Sales leadership and management of a territory composed primarily of fee-only, high net worth financial advisors
- Develop strategies to expand and retain existing and build net new advisor relationships
- Educate advisors on capital market behavior and investment theory
- Consult with advisor firms on building an efficient practice while providing a successful investment experience to clients
- Present Dimensional Fund Advisors’ investment capabilities, investment 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 and marketing thought leader within the Dimensional team
- Increase revenues, AUM and Advisor clients within the territory through the profitable growth of the Dimensional product suite
Requirements
- 10+ years of experience in the Financial Services Industry
- Bachelor’s Degree required; MBA or CFA strongly preferred
- SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required
- Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner
- Strong consultative sales abilities in building Advisor relationships and raising assets
- Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it
Benefits
- comprehensive benefits
- educational initiatives
- 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
consultative salesinvestment theorycapital market behaviorfinancial analysisasset managementrelationship managementstrategic planningsales strategyperformance presentationpractice efficiency
Soft Skills
communicationteam playerleadershipinterpersonal skillsconsultative skillspresentation skillsrelationship buildingstrategic thinkingproblem-solvingadaptability
Certifications
SIESeries 7Series 63Series 66CFAMBA