Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California

Job Description:

The Regional Director is responsible for relationship management and business development of both existing and new clients in the Northern California region of the United States. They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of advisors.

To be successful, the Regional Director must have a solid foundational 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 strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business.

This position can be performed remotely in Northern California or on a hybrid schedule from our Santa Monica office.<...