Sales & Business Development - Regional Director
Core
Regional Director responsible for business development and relationship management of new and existing clients in a designated distribution channel and territory.
Role type
Senior Regional Director (Sales & Business Development)
Builds
New client relationships, revenue, and AUM for Dimensional's investment solutions
Domain
Asset Management / Investment Solutions
Deliverable
client delivery
Required skills
business development, relationship management, sales leadership, territory management, client presentation, investment knowledge, team coaching
Preferred skills
entrepreneurial spirit, intellectual curiosity, results-oriented mindset, strong educational background
Technologies
SIE, Series 7, Series 63/66 licenses
Responsibilities
Manage sales activities and clients within a territory; Develop new client relationships and retain existing ones; Present investment capabilities and performance to clients and at industry events; Increase revenues, AUM, and new clients; Travel extensively across assigned territory for face-to-face meetings
Seniority
Senior, hands-on IC with leadership responsibilities