Regional Director - Institutional

Job Description:

The Regional Director, Institutional sales will develop relationships with institutional investors and will work closely with colleagues throughout Dimensional to meet those objectives. The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs, and identify selling opportunities. Success in the role will require the candidate to acquire a deep understanding of Dimensional’ s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the sales and consultant teams, along with other internal departments such as Marketing, Portfolio Management, and Investment Solutions to ensure clients receive exceptional client service and be accountable for the team delivering it.

Responsibilities:

• Develop, coordinate and implement marketing and sales and client service programs for Institutional clients and prospects in the United States
• Work with senior Institutional Services team members to fully develop all opportunities in the region
• Build and maintain deep relationships with staff at all levels of a client’s business
• Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
• Lead complex technical investment discussions, including review meetings, with a sophisticated audience
• Act as an intellectual contributor and a trusted advisor to our prospects and clients

Qualifications:

• A minimum of ten years of investment sales experience required, ideally gained from working at an Institutional asset manager in a sales capacity
• A strong sense of professional and personal integrity and high ethical standards
• Demonstration of initiative, accountability and a focus on delivering consistent quality work
• Commitment to the philosophy and process underlying Dimensional’ s investment approach
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
• Ability to exercise practical time management and judgement across numerous competing priorities
• A proven track record and history of success working through long and complex sales cycles is required

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