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Regional Director, Broker Dealer Group - Santa Monica, United States - Dimensional Fund Advisors
Description
Job Title: Regional Director, Broker Dealer Group at Dimensional
Location: Santa Monica
Job Type: Full time
Posted: 2 Days Ago
Salary Range: $155,000 - $185,000 with potential for a discretionary bonus.
About the Company:
Dimensional is a leading financial services firm dedicated to offering innovative investment solutions to clients globally.
Notes to Applicants:
Dimensional embraces a hybrid working model, fostering collaboration and flexibility amongst its employees. If interested, apply regardless of meeting all qualifications listed.
Job Description:
The Regional Director at Dimensional plays a crucial role in business development and maintaining client relationships within the Broker Dealer Advisor Group. Success in this role hinges on a deep understanding of investments and client service orientatio. This position offers the opportunity to work closely with financial advisors in delivering exceptional client experiences.
Responsibilities:
- Lead and manage a territory primarily consisting of wire-house affiliated financial advisors
- Develop and nurture advisor relationships
- Consult with advisors on practice efficiency and client investment experiences
- Represent Dimensional at industry events and conferences
- Drive revenue and growth within the territory
Desirable Experience and Traits:
- Extensive experience in the Financial Services Industry
- Bachelor's Degree required; MBA or CFA preferred
- Strong knowledge of fee-based Financial Advisors in the industry
- Excellent communication skills and presentation abilities
- Results-oriented and collaborative mindset
- Hold SIE, Series 7, and Series 63/66 licenses or obtain them within the first 12 weeks of employment
Dimensional offers comprehensive benefits, educational programs, and a supportive work environment to assist employees in their personal and professional growth. The company values diversity and upholds equal opportunity employment practices.