Regional Director, Broker Dealer Wirehouses (Remote / In-Territory Eligible)
Core
Lead business development and relationship management for Wirehouse-affiliated Financial Advisors to drive Net New Assets (NNA) and market share in a designated territory.
Role type
Senior sales director (financial services)
Builds
Client relationships and revenue growth for Dimensional's investment suite
Domain
Financial services / Asset management
Deliverable
client delivery
Required skills
Business development, relationship management, territory management, sales strategy, investment theory knowledge, capital markets expertise, presentation skills, thought leadership, P&L ownership
Preferred skills
MBA, CFA, CIMA, evidence-based investing conviction, coaching/mentoring
Technologies
None
Responsibilities
Drive strategic sales and territory management for Wirehouse-affiliated Financial Advisors; Proactively generate new advisor relationships and deepen existing partnerships; Partner with FAs to streamline practices and shift toward fee-based models; Deliver high-impact presentations on investment philosophy; Act as a sales and thought leader coordinating with internal specialists; Own territory P&L by increasing revenue and AUM; Travel extensively for in-person territory management
Seniority
Senior, hands-on IC
