Regional Director, Wirehouses

🕒 April 24

🏢🏡 New York City – Hybrid

💵 $155k - $185k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Dimensional Fund Advisors

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 15 global offices across North America, Europe, and Asia. As of June 30, 2024, Dimensional manages $739 billion for investors worldwide.

📋 Description

• Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs). • Proactively generate for new advisor relationships while deepening existing partnerships to maximize Net New Assets (NNA) and market share. • Partner with FAs to streamline their practices, helping them navigate platform transitions and shift toward fee-based, advisory models. • Establish yourself as a "thought partner" to high-production teams and internal gatekeepers. • Deliver high-impact presentations on Dimensional’s investment philosophy and performance at complex-level meetings, regional Wirehouse conferences, and branch office sessions. • Act as a sales and thought leader, coordinating with internal product specialists and the client relationship teams to support complex advisor needs. • Serve as a high-visibility spokesperson for Dimensional’s academic research and investment theory within the competitive Wirehouse marketplace. • Own territory P&L by increasing revenue and AUM through the strategic placement of Dimensional’s investment suite.

🎯 Requirements

• Extensive track record in Financial Services, specifically within External Wholesaling or Sales. • Bachelor’s Degree required; MBA, CFA, or CIMA designation strongly preferred to match the technical sophistication of the firm. • Proven network and established Wirehouse relationships (Merrill, MS, UBS, Wells) within New York/New Jersey metro. • Deep personal conviction in evidence-based investing and the ability to champion Dimensional’s academic-rooted philosophy over traditional active management. • Demonstrated history of consistently exceeding NNA (Net New Assets) targets and scaling territory market share. • An existing "rolodex" of high-production, fee-based FAs who prioritize fiduciary-aligned portfolio construction. • An entrepreneurial "self-starter" mindset with the high energy required to manage a high-travel, high-activity territory. • Exceptional ability to translate complex factor-based investing and capital markets theory into clear, persuasive narratives for sophisticated advisor teams. • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner. • Ability to present Dimensional’s products and philosophy to small and large groups. • Act as a coach and mentor to junior members of the team. • 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

🏖️ Benefits

• comprehensive benefits • educational initiatives • special celebrations of our history, culture, and growth