Regional Director, Retirement Group Hybrid Territory Leader
CFA Institute
Dimensional is seeking a Regional Director to lead proactive sales initiatives within a designated territory, focusing on retirement and institutional clients. The role emphasizes in-person engagement, deep investment knowledge, and collaboration with marketing, portfolio management, and analytics to deliver exceptional client service. Hybrid role based in Austin or Charlotte with potential in New York, New Jersey, or Illinois; requires SIE, Series 7/63/66 licenses within 12 weeks; strong #J-18808-Ljbffr CFA Institute
Vacancy posted more than 2 months ago
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