Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California
Core
Lead sales and business development for fee-only, high net worth financial advisors in Northern California, driving asset growth and relationship management.
Role type
Senior sales leadership (Regional Director)
Builds
Fee-based advisory practice growth and client relationships for Dimensional Fund Advisors
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
consultative sales, capital markets knowledge, asset allocation theory, business development, territory management, presentation skills
Preferred skills
MBA, CFA, entrepreneurial spirit
Technologies
None stated
Responsibilities
Manage territory of fee-only financial advisors, develop strategies to expand and retain advisor relationships, educate advisors on capital market behavior, consult on practice efficiency, present investment capabilities to advisors and industry groups, execute company initiatives, increase revenues and AUM
Seniority
Senior, hands-on IC