ApplySales & Business Development - Regional Director
Posted about 5 hours agoViewed
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📍 Location: United States
💸 Salary: 155000.0 - 185000.0 USD per year
🏢 Company: dfa_careers
🪄 Skills: LeadershipBusiness DevelopmentBusiness OperationsCommunication SkillsAnalytical SkillsCustomer serviceExcellent communication skillsAccount ManagementClient relationship managementRelationship managementSales experienceTeam managementFinancial analysis
Requirements:
- Strong foundational knowledge of investments, capital markets, and asset allocation theory
- Excellent business development skills
- Client-centric approach
- 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.
Responsibilities:
- 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.
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