Sales & Business Development - Regional Director

Regional Director responsible for sales activities, business development, and relationship management within designated U.S. territories and offices. Lead efforts to develop new client relationships and retain/deepen existing relationships with independent advisors, pension funds, and other client types. Present Dimensional’s investment capabilities, investment theory, and performance to clients at conferences and industry functions; coordinate with client service teams to address client needs; drive revenue, AUM, and new client growth within the territory. Build and coach teams, act as a Dimensional brand ambassador, and represent engagement across sales and marketing collateral. Requires strong knowledge of investments, capital markets, and asset allocation theory; candidates should demonstrate exceptional business development skills and a client-centric approach. Licensing requirements (SIE, Series 7, Series 63/66) must be obtained within the first 12 weeks. Most roles follow a global, office-first hybrid approach with options to work remote or in-office depending on the day and location.