Regional Director, Wirehouses

Dimensional Fund Advisors

Regional Director for Wirehouses focusing on business development and relationship management for Wirehouse-affiliated Financial Advisors. Leading sales initiatives and coordinating with broader channels in the financial services market.

Posted 4/24/2026full-timeNew York City • New Jersey, New York • 🇺🇸 United StatesLead💰 $155,000 - $185,000 per yearWebsite

About the role

Key responsibilities & impact

Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs).
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.
Serve as a high-visibility spokesperson for Dimensional’s academic research and investment theory within the competitive Wirehouse marketplace.
Own territory P&L by increasing revenue and AUM through the strategic placement of Dimensional’s investment 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 New York/New Jersey metro.
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

External WholesalingSalesNet New Assets (NNA)fee-based advisory modelsevidence-based investingcapital markets theoryportfolio construction

Soft Skills

entrepreneurial mindsetself-starterhigh energycoachingmentoringcommunication skillspresentation skillsrelationship building

Certifications

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