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Role Overview:
- The Regional Director drives business development and relationship management within major Wirehouse advisor channels.
- They lead proactive sales initiatives and coordinate across the Broker Dealer channel to deepen Dimensional's footprint.
- Success requires strong investment knowledge and the ability to discuss sophisticated solutions with advisors.
Responsibilities:
- Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors.
- Proactively generate new advisor relationships while deepening existing partnerships to maximize Net New Assets.
- Act as a thought partner to high-production teams and internal gatekeepers, delivering high-impact presentations.
Qualifications:
- Extensive track record in Financial Services within external wholesaling or sales.
- Bachelor's Degree required; MBA, CFA, or CIMA designation strongly preferred.
- Proven network and established Wirehouse relationships within Northern California.
Dimensional Fund Advisors
Dimensional Fund Advisors is a leading global investment firm offering systematic, value-added investment solutions based on robust science. With a global team of over 1,600 passionate individuals, they foster a learning culture rooted in academia and teamwork.