Regional Director, National Relationship Group Broker Dealer
Core
Lead sales and relationship management for broker-dealer advisors, driving business development and client service for Dimensional Fund Advisors.
Role type
Senior sales leadership (Regional Director)
Builds
Broker-dealer client relationships and net cash flows
Domain
Financial Services / Asset Management
Required skills
Business development, client relationship management, sales leadership, investment theory knowledge, territory strategy, team mentorship, brand ambassadorship
Preferred skills
MBA, CFA, CFP, Series 24 license, extensive RIA network, entrepreneurial spirit
Technologies
None stated
Responsibilities
Lead sales activities for a territory of independent and national broker-dealer advisors; develop new and retain existing advisor relationships; present investment capabilities and performance to financial advisors; formulate and execute territory strategy; grow net cash flows and AUM; act as a coach and mentor to junior team members.
Seniority
Senior, hands-on IC