Regional Director, Wirehouses (Remote / In-Territory Eligible)

Dimensional Fund Advisors
Santa Monica, CA
Category Operations
Job Description
Dimensional is seeking a Regional Director to lead business development and relationship management of clients within major Wirehouse advisor channels. The role requires a strong knowledge of investments, capital markets, and asset allocation theory, as well as a solid business development and client service orientation.

Requirements

  • SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required
  • Bachelor's Degree required; MBA, CFA, or CIMA designation strongly preferred
  • Extensive track record in Financial Services, specifically within External Wholesaling or Sales
  • Proven network and established Wirehouse relationships within Northern California
  • An existing 'rolodex' of high-production, fee-based FAs who prioritize fiduciary-aligned portfolio construction

Benefits

  • Comprehensive benefits
  • Educational initiatives
  • Special celebrations of our history, culture, and growth
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