60 Dimensional Fund Advisors Client Services Associate Jobs Hiring Near You

This role is a great way to express interest in Regional Director positions at Dimensional. You will discuss specific channels at the point you speak with a recruiter depending on role availability and experience.

As we continue to grow, Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution channel and territory. Whether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base.

What do we look for in a Regional Director?

We look for individuals with a strong foundational knowledge of investments, capital markets, and asset allocation theory to be able to discuss the sophisticated investment solutions that Dimensional provides. Just as importantly, a Regional Director must have excellent business development skills and a truly client-centric approach. We look to our sales leaders to be company ambassadors that coach, guide, and secure new business while deepening existing relationships. Ultimately, the goal is to help our investment solutions reach as many people as possible. We reward based on sales performance as well as demonstrating strong team orientation and leadership behaviour.

Typical expectations of a Regional Director:

• Sales activities and management of clients within a territory.
• Develop new client relationships as well as retain and develop existing relationships.
• Present Dimensional's investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions.
• Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team.
• Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
• Increase revenues, AUM and new clients within the territory through the growth of Dimensional's product suite.

What good looks like for a Regional Director:

Your success as a Regional Director at Dimensional boils down to two main things: the financial results you deliver and the proactive, relationship-building activities that drive them forward.

• In-person territory management: You will travel extensively across your assigned region to prioritize face-to-face meetings over virtual communication.
• Sales Success Factors: You drive commercial growth by doing the hard work that builds long-term trust. By showing up at regional events, networking actively, and genuinely supporting your clients, you create a pipeline of new business that naturally drives net new revenue.

Who should apply?

If you are motivated by putting clients' needs first, are passionate about world class investment solutions, and you are driven by a results-oriented mindset, then we would love to hear from you. Ideally, you will align with Dimensional's investment philosophy and be able to articulate its place in the market. You should possess a strong educational background and a passion for continued learning that goes hand in hand with intellectual curiosity. You will need to be a self-starter who can demonstrate a track record of building relationships and growing a territory. We value people with entrepreneurial spirit, a desire to continually grow and develop, possess intellectual curiosity, and are confident communicators that show true competitive spirit.

If you are not currently working within asset management, it would be great to see a cover letter/profile that tells us about your desire to change to the buy side..

Please note 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 employment.

This role is not eligible for immigration sponsorship.

Dimensional 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.