Business Development Manager, Wealth (Regional Director) Notes to applicants:
1. Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. 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.
2. 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 aputer.
3. 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.
4. If you require reasonable amodation inpleting this application, interviewing, or otherwise participating in the employee selection process, such amodation is available upon request.
Job Description:
The Wealth Team, Global Client Group
Global Client Group (GCG) is Dimensional's distribution arm,prised of sales channels that target a diverse client set. GCG is responsible for the business development and relationship management of global clients.
The Wealth Channel sits within GCG and includes an Enterprise team responsible for large national advisory clients and dealer group relationships across Australia and New Zealand.
The Opportunity
From the outset the Regional Director, Wealth will take ownership for business development and relationship management of a number of Dimensional's largest advisor clients and dealer groups. You will drive all sales related activities as well as lead and organize the efforts of our client services team members to effectively address the needs of advisors.
To be successful, the Regional Director, Wealth must have a solid foundational knowledge of investments, capital markets and asset allocation theory, and for developing a deep andprehensive understanding of Dimensional's investment strategies and investment philosophy and articulating this to the advisor landscape.
The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to your success in working with and influencing advisors. Equally as critical, the Regional Director, Wealth must have a strong business development orientation and understand the issues and challenges advisors face in building a client-centric business.
This role is based in our Melbourne office.
The Role
The Regional Director, Wealth is responsible for the following:
5. Sales leadership of a territoryposed primarily of large non-institutionally aligned licences.
6. Leading and managing relationships with dealer groups and their internal research relationships.
7. Developing and delivering strategies to recruit new advisor relationships and retention strategies for existing advisors.
8. Increasing revenues, AUM, and advisor clients within the territory through the profitable growth of the Dimensional product suite.
9. Working collaboratively with Regional Director's in Wealth and other Channels to grow new Advisor relationships within dealer groups.
10. Educating advisors on capital market behavior and investment theory and acting as an intellectual contributor and trusted advisor to clients and potential clients.
11. Consulting with licenses and advisor firms on building an efficient practice while providing a successful investment experience to clients.
12. Presenting Dimensional Fund Advisors' investment capabilities, investment theory and performance to Financial Advisors,pany conferences and industry functions.
13. Formulating and executing tailored Dimensional initiatives and championing existingpany initiatives.
14. Being a team-player and sales and marketing thought leader within the Dimensional team.
15. Being a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace.
Qualifications
16. At least 7 years of sales experience working with licensees and advisors.
17. Extensive knowledge of the Advisor landscape in Australia.
18. A pre-existing and well-developed network of Financial Advisors and head office dealer group relationships.
19. A track record of business development, building client Advisor relationships and raising assets.
20. Prior team leadership experience preferred but not essential.
21. A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy, and business strategy.
22. An entrepreneurial spirit with high energy and passion; a self-starter.
23. Bachelor's Degree with strong academic results required; MBA or CFA strongly preferred.
24. Excellent written and verbalmunication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear andpelling manner.
25. A strong sense of professional and personal integrity and high ethical standards.
26. Must be RG146 accredited.
Dimensional offers a variety of programs to help take care of you, your family, and your career, includingprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of thepany to provide equal opportunity for all employees and applicants. Thepany recruits, hires, trains, promotes,pensates, 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 thepany or its affiliates. Job ID 2023-7542