Regional Director, Consultant Relations

Notes to applicants:

• Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

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.

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

#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.

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.