Regional Director, Traditional Institutional Group

The Global Client Group leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The Regional Director, Institutional Sales will develop relationships with institutional investors in an assigned territory and will work closely with colleagues throughout Dimensional to meet those objectives.  The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs and identify selling opportunities.

Success in the role will require the candidate to acquire a deep understanding of Dimensional’ s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it.

Responsibilities:

• Develop, coordinate and implement marketing and sales and client service programs for institutional clients and prospects in the United States
• Work with senior Institutional Services team members to fully develop all opportunities in the region
• Build and maintain deep relationships with staff at all levels of a client’s business
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions, including review meetings, with a sophisticated audience
• Act as an intellectual contributor and a trusted advisor to our prospects and clients

Qualifications:

• A minimum of ten years of investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity
• Experience working with defined contribution, defined benefit, endowment & foundation clients
• A strong sense of professional and personal integrity and high ethical standards
• Demonstration of initiative, accountability and a focus on delivering consistent quality work
• Commitment to the philosophy and process underlying Dimensional’ s investment approach
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
• An extensive knowledge of the institutional investment business
• Ability to prioritize and to exercise time management
• A strong academic background is required; MBA and/or CFA strongly preferred
• A proven track record and history of success is required
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
• This role is not eligible for immigration sponsorship

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