Regional Director – Institutional Sales

Dimensional Fund Advisors

Regional Director of Institutional Sales developing relationships with institutional investors in the United States. Collaborating with teams to meet objectives and deliver exceptional client service.

Posted 5/2/2026full-timeAustin • North Carolina, Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Comprehensive benefits
Educational initiatives
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment salesclient servicetechnical investment discussionsinvestment strategiestime management

Soft Skills

relationship buildingconstructive feedbackinitiativeaccountabilitycommunication skillsintegrityethical standards

Certifications

MBACFA