Regional Director, National Relationship Group Broker Dealer
Dimensional Fund Advisors
Regional Director, National Relationship GroupThe Regional Director, National Relationship 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 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 solid business development and client service orientation and understand the issues and setbacks Advisors face in building a client-centric, fee-based business.Responsibilities:Sales leadership and management of a territory composed primarily of independent and national broker dealer advisors.Develop new advisor relationships, while retaining and deepening existing advisor relationships.Act as a trusted advisor to clients and colleagues alike.Present Dimensional Fund Advisors' investment capabilities, investment theory and performance to financial advisors in both one-to-many and one-to-one sales environments.Formulate and execute tailored territory strategy and champion existing company initiatives.Be a team-player and sales thought leader within the Dimensional team.Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry.Grow net cash flows and AUM from broker-dealer clients within the territory through the adoption and retention of Dimensional's investment strategies.Desirable experience and traits:Extensive experience in the Financial Services Industry.Bachelor's Degree required; MBA, CFA or CFP preferred. Also, Series 24 is a plus as there can be potential to manage Client Service Members in the future.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 RIA Financial Advisors 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 teamResults-oriented but highly collaborativeAbility to work successfully in teams as well as operate on your own meritSIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employmentThis role is not eligible for immigration sponsorship.#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.
$150k - $175k
...Team:The Global Client Group leads Dimensional’s... ...long-term client relationships and increase the firm... ...client experience. The Regional Director, Retirement Group,... ...across the broader broker-dealer channel to deepen Dimensional... ...identity, national origin, age, mental...SuggestedFull timeWork at officeRemote workShift work- ...seeks a Senior Manager, Buying Groups and Promotions to drive growth and profitability through national partner programs. You will... ...execution, events, and dealer-focused initiatives. The role... ...requires strong commercial acumen, relationship management, and strategic...Suggested
- ...HDR’s Building Engineering Services Group, you’ll help design the critical infrastructure... ...services. In the role of the BES Regional Business Group Director, you will be in charge of growing... ....Preferred QualificationsProven relationships within Building Engineering...SuggestedWork at officeLocal areaRelocation
$262.15k - $393.22k
## Regional Medical Director, Non-Acute UM (Raleigh, Charlotte, NC)Apply: Field... ..., delegated medical groups, and de-delegated non-acute... ...operational initiatives, and relationship management activities. Occasional... ..., color, religion, sex, national origin, disability, age,...SuggestedFull timeWork at officeLocal areaRemote workWork from home$262.15k - $393.22k
...or Charlotte*** Remote Regional Medical Director, Non-Acute Utilization Management... ..., delegated medical groups, and de‑de‑legated non-... ...operational initiatives, and relationship management activities.... ...race, color, religion, sex, national origin, disability, age, protected...SuggestedWork at officeLocal areaRemote work- ...deliver when performance matters most. As a National Leasing and Sales Consultant, you will... ...close rateExecute consultative, relationship-driven sales with precision, speed, and... ...acquired communities, and excelling in regional floating roles to support multiple marketsDemonstrated...Seasonal workImmediate start
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...Insurance Agency is hiring self-motivated, relationship-driven professionals for a rewarding... ...employees in these positions across the national market and provides an opportunity to progress... ...is owned and backed by Liberty Mutual Group, a Fortune 100 company, founded in 1912...Full timeWork at officeLocal areaRemote workFlexible hours$50k - $80k
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- ...Deephaven Mortgage LLC is seeking a Junior Account Executive to develop mortgage broker relationships and drive new business in the wholesale channel. You will support senior team members, explain processes, and showcase the benefits of partnering with Deephaven. You...Remote work
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...growing mental health practice group in the country, now is the... ...partnership with Operations Director. Coordinate and oversee responsibilities... ...manage local referral source relationships and promote LFST in local... ...Clinical Leadership Team, Regional Medical Director, APRN...Full timeTemporary workWork at officeLocal area$50k - $175k
...Agencies within Symmetry Financial Group continue to grow, and we need driven, entrepreneurial... ...build and nurture internal and external relationships Must be 18+ and legally authorized to... ...Symmetry Financial Group (SFG) is the nation’s leading independent IMO with access to...Full timePart timeFor contractorsRemote work$200k
...Sands Investment Group (SIG) is hiring a driven individual... ...to market Produce Broker Opinions of Value (... ...Own and grow key relationships with investors and property... ...About SIG? National Platform with $12B in... ...programs with Managing Directors and top producers Hungry...Full timeWork at office- CLA is a top 10 national professional services firm where our purpose is to create opportunities... ...each other.CLA is seeking a Business Relationship Manager; This role is responsible for... ..., and/or other designated service groups. Facilitate ongoing dialogue to understand...Full timeContract work
$140k
...to our customers within the region; and for the generation of revenue... ..., sustaining, and growing relationships with key health care... ...with staff, other regional directors and senior management regarding... ...members.Facilitate regional and national training as needed. Supports...Full timeWorldwide$100k - $130k
...and categories.The Manager of Broker and Key Accounts leads... ...Customers, building trusted relationships with the buyer and key cross-... ...track record of coordinating a group of individuals around a shared... ...color, ancestry, religion, sex, national origin, sexual orientation, age...Local areaRelocation- POSITION PURPOSE AND SUMMARY The Regional Director of Sales, Franchise, is... ...& operators--building relationships, generating leads, following... ...and local contacts within national accounts. Follow up promptly... ...skills in oneonone and small group settings. Analytical &...Work at officeLocal areaHome officeFlexible hoursNight shiftAfternoon shift
$200k
...Who We Are Sands Investment Group (SIG) is a full-service commercial... ...a network of more than 150 brokers, SIG’s collaborative, coast-... ...estate, SIG gives you the national platform, proprietary technology... ...Prospect, network, and build relationships to generate new business....Work at office- ...America, and the Asia-Pacific region. Greystar is the largest... ...showing apartments, continuing the relationship with prospects, processing... ...and comfortably with diverse groups of people.7. Being Resilient... ...orientation, and gender identity), national origin, age, disability,...Full timeTemporary workWork at officeLocal areaImmediate startFlexible hoursShift workAfternoon shift
$197k - $303k
CLA is currently seeking a Regional Director to join our East Region in our Wealth Advisory Practice... ...talent, and strengthening client relationships in ways that compound over time.... ...bridge between local market insights and national Wealth strategy—ensuring regional execution...Full timeWork at officeLocal area$106k - $117k
...specialists (AD&C, CaRM, etc.) as well as owner relationship management skills to drive opening... ...Consultants, Sales Development Regional Directors, IT, HSS, etc.) to ensure a consistent... ...initiatives.Consult with key managerial groups and applicable personnel {Principal...Remote work- ...and Remediation East Regional Practice Leader serves... ...partners closely with national Practice leadership, Area... ...is expanding client relationships to include new HDR clients... ...class regional directors, operations managers,... ...eight Employee Network Groups (Asian Pacific, Black,...Contract workTemporary work
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$90k - $110k
...NC!This rapidly growing QSR group currently has 300+ stores... ...multi-unit experience in a regional or national Quick Service concept requiredHands... ...a real relationship with real restaurant industry... ...Managers, District Managers, Directors of Operations, Vice-Presidents...- ...cross-functional team of Directors of Dining Services,... ...maintain strong client relationships, serving as a... ...growth.Participate in regional leadership meetings to... ...benefits information. Group is an equal opportunity... ...without regard to race, national origin, sex, age, disability...Contract workTemporary workWork at officeLocal areaRemote workFlexible hours
$110.31k
...proactive prospecting, opening new relationships, and closing new-logo... ...community through networking groups, chambers of commerce, and... ...learning opportunities with Regional and District sales leadership... ...orientation, gender identity, national origin, age, disability, or...Local areaShift work- ...Atlantic Union Bank is seeking a seasoned Wholesale Relationship Manager to lead and grow key commercial and institutional client relationships in the Charlotte, NC market, delivering tailored financial solutions and exceptional service. You will coordinate lending, treasury...
- ...Development Manager - Alternative Sponsor Group to join our team. The Business... ...growing practice, and strengthening key relationships within the Alternative Sponsor segment of... ...transgender status, and sexual orientation), national origin, age, disability, genetic information...Temporary workPrivate practiceWork at office
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$110k - $150k
...Health offering to a defined territory, building relationships across neurology practices, hospital systems, physician groups, and broader health systems. This role covers... ..., sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status...Base plus commissionLocal areaFlexible hours
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