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.
Our Consultant channel is responsible for working with the Investment Consultant community across the globe and partnering with the rest of our sales teams. Reporting to the Global Head of Consultant Relations, the Regional Director will develop and expand relationships with key decision makers at the North American offices of the assigned investment consulting firms. The individual will work closely with Dimensional’s Global Consultant Relations team, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business.
Responsibilities:
Develop, coordinate and implement business development plans for the institutional consultant community
Increase breadth and depth of relevant buy ratings across investment platform
Establish and develop relationships with manager researchers and field consultants who are key influencers
Partner with colleagues responsible for developing institutional business outside of North America as needed
Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
Lead complex technical investment discussions with a sophisticated audience
Have a strong voice with regards to positioning, communications and customized solutions
Act as an intellectual contributor and a trusted advisor to the consultant community
Mentor and guide less experienced team members
Qualifications:
Bachelor’s Degree required; MBA or CFA strongly preferred
At least 7 to 10 years of investment experience, ideally gained from working at an institutional asset manager or a consulting firm; DC experience a plus
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 work independently, to prioritize and exercise time management
Computer and analytical expertise
A strong sense of professional and personal integrity and high ethical standards
Demonstration of initiative, accountability and focus on quality
Commitment to the philosophy and process underlying Dimensional’s investment approach
Practical knowledge of the institutional investment business
Highly motivated to significantly increase depth and breadth of consultant relationships
A proven track record and history of success
Series 7 and 63/66 licensed; ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66
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