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Last updated: 11 days ago
Regional Director, Broker Dealer Group

Regional Director, Broker Dealer Group

Dimensional Fund AdvisorsCharlotte
Full-time
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 f...Show moreLast updated: 30+ days ago
Regional Director, Broker Dealer Group

Regional Director, Broker Dealer Group

Dimensional Fund AdvisorsCharlotte
Full-time
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 f...Show moreLast updated: 30+ days ago
  • Promoted
INVESTMENT MANAGEMENT AND BROKER-DEALER ASSOCIATE

INVESTMENT MANAGEMENT AND BROKER-DEALER ASSOCIATE

Kilpatrick Townsend & Stockton LLPCharlotte, NC, United States
Full-time
Investment Management and Broker-Dealer Associate.Investment Management and Broker-Dealer Associate.Kilpatrick Townsend is seeking an Associate with 2 or more years of investment management experie...Show moreLast updated: 11 days ago
  • Promoted
INVESTMENT MANAGEMENT AND BROKER-DEALER ASSOCIATE

INVESTMENT MANAGEMENT AND BROKER-DEALER ASSOCIATE

Kilpatrick Townsend & Stockton LLPCharlotte, NC, United States
Full-time
Investment Management and Broker-Dealer Associate.Investment Management and Broker-Dealer Associate.Kilpatrick Townsend is seeking an Associate with 2 or more years of investment management experie...Show moreLast updated: 11 days ago
  • Promoted
Regional Director, Broker Dealer Group

Regional Director, Broker Dealer Group

Dimensional Fund Advisors, L.P.Charlotte, NC, US
Full-time
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,...Show moreLast updated: 29 days ago
  • Promoted
Field Package Sales Representative- Cannon Ballers Games

Field Package Sales Representative- Cannon Ballers Games

Capital VacationsCharlotte, NC, US
Full-time +1
This position is NOT a remote position.Shifts include NIGHTS & WEEKENDS.Capital Vacations' National Field Package Sales Team, is seeking to expand its team in your area. Capital Vacations has an est...Show moreLast updated: 30+ days ago
Warehouse Associate / Driver (Charlotte, NC)

Warehouse Associate / Driver (Charlotte, NC)

Dealer Tire LLCCharlotte, NC
Full-time
We’re Dealer Tire, a family-owned, international distributor of tires and parts established in 1918 in Cleveland, OH.We’re laser focused on helping the world’s largest and most trusted auto manufac...Show moreLast updated: 30+ days ago
  • Promoted
Regional Director, Broker Dealer Group

Regional Director, Broker Dealer Group

Dimensional Fund Advisors, L.P.Charlotte, NC, US
Full-time
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,...Show moreLast updated: 29 days ago
  • Promoted
Field Package Sales Representative- Cannon Ballers Games

Field Package Sales Representative- Cannon Ballers Games

Capital VacationsCharlotte, NC, US
Full-time +1
This position is NOT a remote position.Shifts include NIGHTS & WEEKENDS.Capital Vacations' National Field Package Sales Team, is seeking to expand its team in your area. Capital Vacations has an est...Show moreLast updated: 30+ days ago
  • Promoted
Independent Building Materials Dealer Seeks Chief Operating Officer

Independent Building Materials Dealer Seeks Chief Operating Officer

Schaffer Associates, Inc.Charlotte, NC, US
Full-time
Brought to you by Schaffer Associates, Your Industry's Inside Source.August 25, 2022 – Schaffer Associates is recruiting for a. This leadership position focuses on developing and implementing strate...Show moreLast updated: 30+ days ago
  • Promoted
Independent Building Materials Dealer Seeks Chief Operating Officer

Independent Building Materials Dealer Seeks Chief Operating Officer

Schaffer Associates, Inc.Charlotte, NC, US
Full-time
Brought to you by Schaffer Associates, Your Industry's Inside Source.August 25, 2022 – Schaffer Associates is recruiting for a. This leadership position focuses on developing and implementing strate...Show moreLast updated: 30+ days ago
  • Promoted
Dealer Customer Experience Manager

Dealer Customer Experience Manager

Porsche Charlotte NorthlakeCharlotte, NC, US
Full-time
The Dealer Customer Experience Manager at Porsche Charlotte Northlake is responsible for ensuring a seamless and positive experience for customers visiting the dealership.Manage customer interactio...Show moreLast updated: 26 days ago
  • Promoted
Dealer Customer Experience Manager

Dealer Customer Experience Manager

Porsche Charlotte NorthlakeCharlotte, NC, US
Full-time
The Dealer Customer Experience Manager at Porsche Charlotte Northlake is responsible for ensuring a seamless and positive experience for customers visiting the dealership.Manage customer interactio...Show moreLast updated: 26 days ago
  • Promoted
Game Facilitator at Activate Games

Game Facilitator at Activate Games

Activate GamesCharlotte, NC, US
Part-time
Full and Part-Time Game Facilitator.We are currently seeking active, passionate, and customer service-savvy professionals for the role of Game Facilitator. This position keeps you constantly on the ...Show moreLast updated: 30+ days ago
  • Promoted
Automotive Technician

Automotive Technician

BMW Dealer CareersCharlotte, NC, US
Full-time
Hendrick BMW of Charlotte, located in Charlotte, NC,.This is a fantastic chance to work in a state-of-the-art facility, receive advanced training, and be a part of a dynamic environment focused on ...Show moreLast updated: 30+ days ago
  • Promoted
Game Facilitator at Activate Games

Game Facilitator at Activate Games

Activate GamesCharlotte, NC, US
Part-time
Full and Part-Time Game Facilitator.We are currently seeking active, passionate, and customer service-savvy professionals for the role of Game Facilitator. This position keeps you constantly on the ...Show moreLast updated: 30+ days ago
  • Promoted
Automotive Technician

Automotive Technician

BMW Dealer CareersCharlotte, NC, US
Full-time
Hendrick BMW of Charlotte, located in Charlotte, NC,.This is a fantastic chance to work in a state-of-the-art facility, receive advanced training, and be a part of a dynamic environment focused on ...Show moreLast updated: 30+ days ago
Executive Producer.

Executive Producer.

Games Jobs DirectNorth Carolina, United States
Full-time +1
Firaxis is looking for an experienced Executive Producer (EP) to helm production on our next title! Partnering with the Creative Director, you will lead and empower the development team, drive to s...Show moreLast updated: 30+ days ago
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Regional Director, Broker Dealer Group

Regional Director, Broker Dealer Group

Dimensional Fund AdvisorsCharlotte
30+ days ago
Job type
  • Full-time
Job description

Job Description :

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 Regional Director, Broker-Dealer Advisor 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 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.

Responsibilities :

  • Sales leadership and management of a territory composed primarily of wire-house and financial advisors
  • Develops new advisor relationships and retains and deepens existing advisor relationships.
  • Consults with advisors on building an efficient practice while providing a successful investment experience to clients.
  • Act as a trusted advisor to clients and colleagues alike
  • Presents Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
  • Formulates and executes tailored Dimensional initiatives and champions existing company initiatives.
  • Be a team-player and sales and marketing thought leader 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 Advisor clients within the territory through the profitable growth of Dimensional’s product suite.

Desirable experience and traits :

  • Extensive experience in the Financial Services Industry.
  • Bachelor’s Degree required; MBA or CFA preferred.
  • Ideally Wirehouse relationships and / or coverage of Broker Dealer Clients
  • 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 fee-based Financial Advisors in the wire-house and broker-dealer markets 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 team
  • Results-oriented but highly collaborative
  • Ability to work successfully in teams as well as operate on your own merit
  • 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
  • LI-Hybrid

    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.