Regional Director, Financial Institutions Group EMEA in London

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

Resumes and portfolios (when applicable) are required as part of your application. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

The Financial Institutions Group (FIG) works with clients and prospects around the world to develop broader and deeper relationships with Dimensional. By partnering closely with the Global Client Group (GCG) and firm resources, FIG is responsible for creating, managing, and enhancing key initiatives to reflect the existing and prospective relationships that other financial institutions have with the firm. Specifically, the team focuses on strategic engagement, knowledge sharing, and commercial alignment on key growth priorities.

To be successful, FIG Regional Directors (RD) must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss Dimensional's sophisticated investment solutions is critical to working with and influencing decision makers for the industry's largest platforms. Just as important, the Regional Director must have a global growth mindset, strong business development initiative, client service orientation, and understand the complex issues and challenges platforms face.

While the FIG culture is very much team-centric, a large portion of the work is self-directed and requires an individual who can work independently under tight time constraints and evolving priorities. Professionalism, integrity, and executive presence are critical given the position will have frequent interaction with senior leadership (internally and externally).

The FIG RD will serve as the senior UK-based FIG leader, reporting to the Global Head of FIG (U.S.) responsible for driving asset growth, platform penetration, and strategic intermediary relationships across the EMEA domiciled markets. The role acts as a critical conduit between regional market execution and global FIG strategy, ensuring that global priorities are translated into effective, locally relevant outcomes.

This position carries senior commercial accountability, significant internal influence, and direct exposure to global executive leadership. The RD will oversee the firm's most scalable distribution intermediary clients and prospects—including custodians, global wealth institutions, insurance firms and private banks while providing strategic insight on market structure, competitive dynamics, and evolving intermediary buying behaviour.

Responsibilities

• Support global and regional priorities, including escalating time‐sensitive matters and communicating strategic relationship initiatives globally.
• Maintain regular dialogue with GCG and other functional areas across the firm's global offices.
• Work with other relationship teams, legal, finance, product management, portfolio management, research, operations and senior management to qualify and implement new business and/or lead client projects.
• Coordinate strategic client events and networking opportunities and support marketing efforts including setting priorities of internal and external materials.
• Lead complex sales and manage executive level relationships.
• Develop strategies to expand and retain existing and build net new platform relationships; expand Dimensional's addressable market, increase revenues, AUM and clients within the firms through the profitable growth of the Dimensional product suite.
• Educate home office executives and research teams on capital market behavior and investment theory.
• Consult with platform and product managers on working efficiently with intermediary platforms while providing a successful investment experience to clients.
• Be a spokesperson for the Dimensional brand; present Dimensional Fund Advisors' investment philosophy and capabilities to research due‐diligence teams, platform teams in a variety of settings.
• Formulate and execute tailored Dimensional initiatives and champion existing initiatives.

Qualifications

• Bachelor's Degree required; MBA or CFA strongly preferred.
• Personal alignment, understanding and appreciation of Dimensional's investment process, philosophy, and business strategy.
• Extensive consultative sales abilities in building relationships and the ability to demonstrate a successful track record in raising net new assets.
• Extensive knowledge and network of strategic platform firms and decision makers.
• Collaborative disposition with authentic willingness and desire to work cross‐functionally across the GCG and all other Dimensional divisions to maximize the firm's opportunity set.
• An entrepreneurial spirit with high energy and passion; a self‐starter.
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches.
• Ability to present Dimensional's products and philosophy to small and large groups.
• Competitive, yet highly collaborative with the ability to work both independently and in a team environment.

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.