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Regional Director
Dimensional Fund Advisors
Santa Monica, CA, United States
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Job Description:
The Regional Director on the Financial Advisor Practice Management Team will be responsible for supporting Dimensional’s Practice Management offering—a comprehensive practice program for Dimensional’s global Financial Advisor Services (“FAS”) clients. The Regional Director will report directly to the Head of Advisor Practice Management. The position will be responsible for engaging with both existing and new clients, ensuring continued success of the program and proactively enhancing the value-add for advisors and the internal sales teams.
To be successful, the Regional Director must have a solid foundational knowledge of business strategy and practice management as it relates to the financial services industry. The Regional Director must have a strong client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business.
Primary Responsibilities:
• Educates advisors on benchmark studies and survey findings through interaction with Head of Advisor Practice Management, Dimensional’s FAS leadership, FAS sales team, and advisor clients
• Engages with advisor firms on building an efficient practice anchored by internal industry research
• Analyze and interpret data to identify key findings and trends
• Formulates and executes tailored Dimensional practice management initiatives designed to support the advisor community
• Present program findings to FAS sales team, groups of advisors through study groups and conferences, and through one-on-one firm meetings and discussions
• Train the FAS sales team to effectively communicate and employ the benchmark program with clients
• Develop in-depth understanding of Dimensional’s global FAS business, personnel, and clients
• Be a team-player with a creative spirit within the Dimensional team
• Be a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace
Qualifications:
• Must have 10+ years of experience years of experience in financial services with specific focus on consulting, relationship management, or other client roles in the advisor industry
• Previous advisor practice management experience or extensive experience working in an advisory firm preferred
• Excellent interpersonal skills with ability to influence and build solid relationships
• An entrepreneurial spirit with high energy and passion; a self-starter.
• Team-oriented: ability to establish effective relationships, gain commitment and credibility and work effectively across a number of internal constituencies
• Competitive but highly collaborative with the ability to work both independently and in a team environment.
• Strong understanding and belief in Dimensional’s investment philosophy
• Significant experience with data intensive interactive studies and surveys
• Demonstrates the ability to integrate research into the success of the business
• Excellent organizational skills and ability to manage and prioritize multiple projects at once
• Ability to present Dimensional’s business strategy research to small and large groups.
• Bachelor’s degree required; Master’s degree in relevant discipline preferred
It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.