Regional Director, UK Large Wealth
Core
Drive business development and relationship management for Dimensional's investment solutions with large UK wealth managers, national financial planning firms, and discretionary fund managers.
Role type
Senior IC sales leader (wealth management)
Builds
New client relationships and retention strategies for Dimensional's product suite
Domain
UK Wealth Management / Asset Management
Deliverable
client delivery
Required skills
sales leadership, executive relationship management, business development, AUM growth, investment theory knowledge, UK wealth market expertise, strategic planning
Preferred skills
ETF knowledge, model portfolio expertise, tailored solutions experience
Technologies
Dimensional Fund Advisors platform
Responsibilities
Lead complex sales with national wealth management firms, present investment capabilities and performance to senior executives, develop retention strategies, increase revenues and AUM, act as a trusted advisor on investment theory, collaborate with the Global Client Group, champion the Dimensional brand.
Seniority
Senior, hands-on IC
