Regional Director - Retirement; In-Territory eligible

Regional Director - Retirement (In-Territory eligible)

We are looking for a Regional Director to develop and expand client relationships with insurance companies and stakeholders in the defined contribution space. The candidate should be able to build strong relationships at all levels of a client’s business, understand their investment needs, and identify business development opportunities.

$155,000 - $200,000, bonus eligible.

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach:
  We are together on our campuses Tuesday, Wednesday, and Thursday and have the choice to work in the office or remotely on Monday and Friday. Please discuss with your recruiter to confirm the details for this specific role.
• Resumes and portfolios (when applicable) are required as part of your application. If applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow-up email asking you to attach your resume from a computer.
• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

• Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects.
• Work with senior Retirement and Insurance Distribution team members to fully develop opportunities.
• 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.

• A minimum of nine years of investment sales experience required, ideally gained from working at an institutional asset manager.
• Experience working with a variety of insurance company products.
• 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.
• Ability to prioritize and 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 (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment.

The position can be carried out on a hybrid working pattern from Austin, Charlotte, or Santa Monica. It could also be in-territory in the Pacific North West or Illinois.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and…