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Client Relationship Manager

Regional Director - Remote & Hybrid Sales Growth Leader

Remote / Online - Candidates ideally in
Oregon, Dane County, Wisconsin, 53575, USA
Listing for: Dimensional Fund Advisors
Full Time, Remote/Work from Home position
Listed on 2026-02-01
Job specializations:
  • Management
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A prominent investment management firm is seeking Regional Directors to manage business development and client relationships across U.S. offices. This role involves sales activities, presenting investment solutions, and developing client relationships in designated territories. Ideal candidates will have strong knowledge of investments and a client-centric approach. Licences such as SIE, Series 7, and Series 63/66 are required. A hybrid work environment is emphasized for flexibility and collaboration.
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