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 IC regional sales director (retirement/institutional)
Builds
Long-term client relationships and AUM growth for insurance companies and stakeholders in the defined contribution space
Domain
Asset management / Institutional sales / Retirement planning
Required skills
Business development, Client relationship management, Investment strategy, Asset allocation theory, CRM utilization, Financial result delivery, Thought leadership, P&L ownership
Preferred skills
MBA, CFA, CIMA designation, Academic background in investments
Technologies
MS Dynamics
Responsibilities
Develop and implement marketing, sales, and client service programs; Build deep relationships with staff at all levels of client businesses; 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