Regional Director, Global Client Group (Enterprise)
Job Overview
Skills & Requirements
Teams
Essential skill for this role
Portfolio Management
Essential skill for this role
CFA
Essential skill for this role
Series 7
Essential skill for this role
Qualifications & Education
Experience Required
10-15
Qualifications
A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy, and business strategy Strong consultative sales abilities in building relationships and raising assets Extensive knowledge and network in large national advisory clients and TAMP markets Collaborative disposition with authentic willingness and desire to work as part of a team to expand our distribution across both existing and new platform relationships An entrepreneurial spirit with high energy and passion; a self-starter
About the Role
Regional Director, Global Client Group (Enterprise)
Curated brief to help you tailor your application.
Role Overview
Start by showing recruiters you understand the team's mission and environment.
For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:
$155,000 - $185,000This role is also bonus eligible.
Credential Spotlight
If you're progressing toward these certifications, make it visible.
- CFACall out CFA exam level, passes, or charterholder status.
- MBAEmphasise MBA focus areas relevant to the mandate.
Skills Snapshot
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Notes
Extra context the hiring team thought you should know.
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 Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. 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. When 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.
Inside the Program
Understand how the rotation and mentorship will run.
The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients. Our Enterprise channel is responsible with working large national advisory clients and TAMP relationships across the country. The Enterprise Regional Director (RD) will work closely with senior RDs, senior management, and other internal resources to support efforts with strengthening and expanding our distribution efforts across this market.
To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with external sales professionals and influencing advisor adoption of our strategies across our TAMP relationships. Just as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges advisors face in building a client centric business.
While the Enterprise Group culture is very much team-centric, a large portion of the work is self-directed and requires an individual who can work independently and balance evolving priorities. Professional and personal maturity is critical given the position will have frequent interaction with advisors and senior sales professionals across our large national advisory clients and TAMP relationships.
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