- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.
- If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
- Sales leadership and management of a territory composed primarily of wire-house affiliated financial advisors
- Develops new advisor relationships and retains and deepens existing advisor relationships.
- Consults with advisors on building an efficient practice while providing a successful investment experience to clients.
- Act as a trusted advisor to clients and colleagues alike
- Presents Dimensional Fund Advisors' investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
- Formulates and executes tailored Dimensional initiatives and champions existing company initiatives.
- Be a team-player and sales and marketing thought leader within the Dimensional team.
- Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
- Increase revenues, AUM and Advisor clients within the territory through the profitable growth of Dimensional's product suite.
- Extensive experience in the Financial Services Industry.
- Bachelor's Degree required; MBA or CFA preferred.
- Ideally Wirehouse relationships and/or coverage experience on west coast. Territory TBD.
- A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy.
- Demonstrated track-record of building Advisor relationships and growing a territory.
- Extensive knowledge and network of fee-based Financial Advisors in the wire-house and broker-dealer markets who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
- An entrepreneurial spirit with high energy and passion; a self-starter.
- 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
- Results-oriented but highly collaborative
- Ability to work successfully in teams as well as operate on your own merit
- 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
-
Regional Director, Broker Dealer Group
6 days ago
Dimensional Fund Advisors Santa Monica, United StatesRegional Director, Broker Dealer Group page is loaded · Regional Director, Broker Dealer Group · Apply · locations · Santa Monica · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · For this position, which is subject to credentials, industry ...
-
Regional Director, Broker Dealer Group
1 week ago
Dimensional Fund Advisors Santa Monica, United StatesRegional Director, Broker Dealer Group page is loaded · Regional Director, Broker Dealer Group · Apply · locations · Santa Monica · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · For this position, which is subject to credentials, industry ...
-
Regional Director, Broker Dealer Group
2 weeks ago
Dimensional Fund Advisors Santa Monica, United States$155,000 - $185,000 · This role may also be eligible to receive a discretionary bonus. · Notes to applicants: · - Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, a ...
-
Structured Credit Analyst
1 week ago
Guggenheim Partners Santa Monica, United States Full timePosition Summary · Guggenheim Investments is seeking an experienced Structured Credit Analyst with primary experience in Commercial Mortgage-Backed Securities (CMBS) and secondary experience in other Structured Credit sectors such as Asset Backed Securities (ABS). The Structure ...
-
Sales Manager
1 week ago
Santa Monica Audi Santa Monica, United States**Sales Manager** · Santa Monica, CA **Position Title:** Sales Manager · **Department:** Sales · **FLSA Status:** Exempt · **Position Summary:** Sales Manager is responsible for meeting the dealerships budget for gross profit, volume and customer satisfaction standards. · ** ...
-
General Manager
1 week ago
Trophy Automotive Dealer Group Los Angeles, United States**Position Overview** · The General Manager (GM) plays a crucial role in overseeing the daily operations of the dealership, ensuring the business meets its sales, service, and profitability goals. This position involves a mix of strategic planning, customer service, and managemen ...
-
Aftermarket Business Manager
3 weeks ago
JCB North America Santa Monica, United StatesSanta Monica, CA, USA Req #557 · Friday, March 15, 2024 · Company Profile · 78 years and countless innovations later, JCB has grown to become one of the largest heavy equipment manufacturers in the world, providing a wide range of products across the construction, agricultural ...
-
Contract Clerk
6 days ago
LAcarGUY Santa Monica, United States**Contract Clerk** · **Sullivan Automotive Group - LAcarGUY** · **Responsibilities** · - Examine contracts to assure conformity to compliance requirements. · - Ensure documents are signed and completed accurately. · - Ensure dealership is using the compliance checklist to ensure ...
-
Regional Sales Manager
3 weeks ago
JCB North America Santa Monica, United StatesCompany Profile · 78 years and countless innovations later, JCB is the world's largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JC ...
-
Structured Credit Analyst
4 days ago
Guggenheim Partners Santa Monica, United States**Position Summary**: · Guggenheim Investments is seeking an experienced Structured Credit Analyst with primary experience in Commercial Mortgage-Backed Securities (CMBS) and secondary experience in other Structured Credit sectors such as Asset Backed Securities (ABS). The Struct ...
-
Access Sales Manager
2 weeks ago
JCB North America Santa Monica, United StatesCompany Profile · 78 years and countless innovations later, JCB is the world's largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JC ...
-
Supervision, Paralegal
29 minutes ago
Cetera Financial Group El Segundo, United StatesCetera Financial Group is seeking a Supervisor, Paralegal to work out of our offices located in New York, New York or El Segundo, California. This is a unique opportunity to join a legal team of highly experienced internal and external lawyers handling FINRA arbitrations, litigat ...
-
Director, Investment Solutions
10 hours ago
Cetera Financial Group El Segundo, United StatesCetera Financial Group (CFG) is currently seeking a Director of Investment Solutions for our office located in San Diego, CA (hybrid role). This is a unique opportunity to serve a leading role in a team tasked with architecting, developing, and managing CFG's investment advisory ...
-
Paralegal
30 minutes ago
Cetera Financial Group El Segundo, United StatesCetera Financial Group is currently seeking a Litigation Paralegal. This is a unique opportunity to join a legal team of highly experienced internal and external lawyers handling FINRA arbitrations, litigations, and regulatory matters affecting the company. The position offers an ...
-
Supervision Specialist
10 hours ago
Cetera Financial Group El Segundo, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
-
Head of Finance, bilingual Korean
4 weeks ago
cesna Beverly Hills, United StatesJob Description · Job Description[Position] · Head of Finance, bilingual Korean · [About Our Client] · Our client is a diverse group of music enthusiasts, tech-savvy innovators, creative minds, and dedicated team players. We believe that each individual talent brings our collecti ...
-
Supervision Specialist
1 week ago
Cetera Financial Group El Segundo, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
-
Cetera Financial Group El Segundo, United StatesJob Description · At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningfu ...
-
Principal Software Engineer
23 minutes ago
Cetera Financial Group El Segundo, United StatesJob Description · We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager ...
-
Senior Product Marketing Specialist
5 days ago
Cetera Financial Group El Segundo, United StatesJob DescriptionCetera Financial Group (CFG) is currently seeking a Senior Product Marketing Specialist - Wealth Management who will be responsible for developing and executing marketing strategies to both our captive financial advisor audience to drive revenue growth and adoption ...
Regional Director, Broker Dealer Group - Santa Monica, United States - The Ladders
Description
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 - $185,000
This role may also be eligible to receive a discretionary bonus.
Notes to applicants:
The Global Client Group leads Dimensional's efforts to acquire long-term client relationships and increase the firm's reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.
The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients. They will lead all sales related activities as well as organize efforts of client service team members to effectively address the needs of Advisors in the territory. To be successful, the Regional Director must have a strong 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 and influencing Advisors. Just as important, the Regional Director must have a solid business development and client service orientation and understand the issues and setbacks Advisors face in building a client-centric, fee-based business.
Responsibilities:
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
