Regional Director - Retirement Group (Remote/In-Territory eligible)
Core
Lead proactive sales initiatives and coordinate across the broker-dealer channel to deepen Dimensional's footprint within a designated territory, focusing on the defined contribution space.
Role type
Senior Regional Director (Institutional Sales/Wholesaling)
Builds
Long-term client relationships and AUM growth for insurance companies and stakeholders in the defined contribution space.
Domain
Asset Management / Defined Contribution / Capital Markets
Required skills
Asset management wholesaling, institutional sales, business development, client service, capital markets knowledge, asset allocation theory, P&L ownership, CRM utilization (MS Dynamics), thought leadership
Preferred skills
MBA, CFA, CIMA designation, deep understanding of evidence-based investment philosophy
Technologies
MS Dynamics
Responsibilities
Develop and implement marketing, sales, and client service programs; build deep relationships with client staff at all levels; lead complex technical investment discussions with institutional audiences; deliver high-impact presentations on investment philosophy; partner with advisors to streamline practices and shift toward fee-based models; own territory P&L by increasing revenue and AUM.
Seniority
Senior, hands-on IC with territory management