Regional Director, Wirehouses

Dimensional Fund Advisors

Regional Director responsible for business development and relationship management within wire-house affiliated financial advisors. Focusing on investment solutions and client service in Florida region.

Posted 4/24/2026full-timeFlorida • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Sales leadership and management of a territory composed primarily of wire-house affiliated financial advisors
Proactively generate for new advisor relationships while deepening existing partnerships to maximize Net New Assets (NNA) and market share.
Partner with FAs to streamline their practices, helping them navigate platform transitions and shift toward fee-based, advisory models.
Establish yourself as a "thought partner" to high-production teams and internal gatekeepers.
Deliver high-impact presentations on Dimensional’s investment philosophy and performance at complex-level meetings, regional Wirehouse conferences, and branch office sessions.
Act as a sales and thought leader, coordinating with internal product specialists and the client relationship teams to support complex advisor needs.
Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
Increase revenues, AUM and Advisor clients within the territory through the profitable growth of Dimensional’s product suite.

Requirements

What you’ll need

Extensive track record in Financial Services, specifically within External Wholesaling or Sales.
Bachelor’s Degree required; MBA, CFA, or CIMA designation strongly preferred to match the technical sophistication of the firm.
Proven network and established Wirehouse relationships (Merrill, MS, UBS, Wells) within Florida and/or Puerto Rico; bilingual (English/Spanish) is a significant plus.
Deep personal conviction in evidence-based investing and the ability to champion Dimensional’s academic-rooted philosophy over traditional active management.
Demonstrated history of consistently exceeding NNA (Net New Assets) targets and scaling territory market share.
An existing "rolodex" of high-production, fee-based FAs who prioritize fiduciary-aligned portfolio construction.
An entrepreneurial "self-starter" mindset with the high energy required to manage a high-travel, high-activity territory.
Exceptional ability to translate complex factor-based investing and capital markets theory into clear, persuasive narratives for sophisticated advisor teams.
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.
Ability to present Dimensional’s products and philosophy to small and large groups.
Act as a coach and mentor to junior members of the team
SIE (Securities Industry Essentials), 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

Comp & perks

comprehensive benefits
educational initiatives
special celebrations of our history, culture, and growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial servicesexternal wholesalingsalesevidence-based investingfee-based advisory modelscapital markets theoryportfolio constructionNet New Assets (NNA)high-impact presentationsterritory management

Soft Skills

sales leadershipthought leadershipcommunication skillscoachingmentoringentrepreneurial mindsetrelationship buildingpersuasive narrativeself-starterhigh energy

Certifications

Bachelor’s DegreeMBACFACIMASIE (Securities Industry Essentials)Series 7Series 63Series 66