Dimensional
RegionalDirector,Wirehouses
“Regional Director, Wirehouses at Dimensional. Skills: Business development, Relationship management, Sales. Drive strategic sales. Manage territory”
What You'll Achieve.
Drives net new assets (NNA); Maximize Net New Assets (NNA); Maximize market share; Exceeding NNA targets; Scaling territory market share
Industry & Context.
Frequent travel will be required, High-travel, high-activity territory, Not eligible for Immigration Sponsorship
What They're Looking For.
Must Have
SIE (Securities Industry Essentials), Series 7, Series 63/66 licenses
Nice to Have
MBA, CFA, CIMA designation
What You'll Do.
Drive strategic sales
Generate new advisor relationships
Deepen existing partnerships
Establish thought partner
Deliver high-impact presentations
Coordinate with internal product specialists
Support complex advisor needs
Serve as spokesperson
Increase revenue and AUM
How You'll Work.
Team & Collaboration
Coordinate across the broader Broker Dealer channel; Coordinate with internal product specialists; Coordinate with client relationship teams
Communication Scope
Excellent written and verbal communication skills; Conveying technical investment approaches; Conveying key Dimensional selling points; Present Dimensional’s products and philosophy
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