Regional Director, Wirehouses (Remote / In-Territory Eligible)
$155k - $185kDimensional Fund Advisors
Santa Monica, CA
- Remote job
- # Regional Director, Wirehouses (Remote / In-Territory Eligible)Applylocations: Remote - California: Santa Monicatime type: Full timeposted on: Posted Todayjob requisition id: 2026-8868For 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 - $185,000This role is also bonus eligible.**Job Description:****The Team:**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 Role:**The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients drives net new assets (NNA) and manages top-tier advisor relationships within major Wirehouse advisor channels. They lead proactive sales initiatives and coordinate across the broader Broker Dealer channel to deepen Dimensional’s footprint within a designated 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.This position can be performed remotely in Northern California or on a hybrid working pattern from our Santa Monica Office.**Day to Day and Responsibilities:*** 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.**Desirable Experience/Qualifications:*** 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 Northern California* 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**Requirements:**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 employmentThis role is not eligible for Immigration Sponsorship#LI-Remote #LI-HybridDimensional 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.### About UsAt Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.For more information about Dimensional and our current opportunities, please visit our Careers site.*Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.*### Notes to applicants* Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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.* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
- J-18808-Ljbffr Dimensional Fund Advisors
Vacancy posted 2 days ago
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