Regional Director - Broker Dealer Group - Wirehouses
Core
Regional Director driving business development and relationship management for Wirehouse-affiliated Financial Advisors to increase Net New Assets (NNA) and market share.
Role type
Senior sales and business development director (financial services)
Builds
Long-term client relationships and net new assets for Dimensional's investment suite
Domain
Financial services / Asset management / Wirehouse distribution
Required skills
Business development, relationship management, territory management, sales strategy, Net New Assets (NNA) growth, fee-based advisory model transition, complex investment presentations, capital markets knowledge, asset allocation theory
Preferred skills
MBA, CFA, CIMA, evidence-based investing philosophy, high-travel territory management, coaching/mentoring
Technologies
SIE, Series 7, Series 63/66 licenses
Responsibilities
Drive strategic sales and territory management across 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 at conferences and branch sessions; Own territory P&L by increasing revenue and AUM; Act as a thought leader and spokesperson for Dimensional's academic research
Seniority
Senior, hands-on IC