Regional Director, UK & Ireland Adviser Group

Reporting to the Regional Director Manager for UK Advisory Group, the objective of this role is to help expand and deepen the company’s relationships within the Greater London & Southeast financial adviser community. The core function is the promotion of Dimensional’s investment strategies to financial adviser clients and prospects. This will involve all aspects of Dimensional’s client service model from our perspective on capital markets research and fund management to business development, adviser practice management and client communications.

Regional Directors must be able to discuss the sophisticated investment solutions that Dimensional provides as it is critical to how we work with, and influence, our clients, and prospects. Just as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges advisers face in building client-centric, fee-based businesses. An ideal candidate for the role will be someone who can demonstrate the ability to synthesise and communicate complex ideas effectively and who enjoys developing strong relationships with clients. This role will require frequent travel to visit clients in the region.

• Increase revenues, assets under management and client relationships within the territory through the profitable growth of the Dimensional product suite.
• Direct responsibility for key client relationships and interactions in the Greater London and Southeast region.
• Assist advisers in developing their understanding of capital market research and of its application to portfolio management.
• Responsible for sales activity within the defined region.
• Leading the client service team assigned to support the Regional Director within the sales territory.
• Construct portfolio analysis presentations for financial adviser clients.
• Train financial advisers in asset allocation and portfolio construction using proprietary software.
• Consult with adviser firms on building an efficient practice while providing a successful investment experience to clients.
• Be a team-player throughout the Global Client Group, and mentor Associates and Senior Associates within the Client Relationship Group.
• Present at Dimensional conferences and seminars.
• Represent Dimensional at industry events.
• Champion the Dimensional brand and promote the firm’s investment approach in the UK & Ireland financial services market.

• Demonstrate a high level of academic attainment, degree level or equivalent professional qualifications preferred.
• Proven track record of sales success within Asset Management or similar role within the Financial Services industry, especially within the Greater London and Southeast area.
• A strong understanding of the London and Southeast region along with experience and knowledge of working with advisers in the area.
• Personal alignment, understanding and appreciation of Dimensional's investment process, philosophy, and business strategy.
• Excellent written and verbal communication skills, particularly in conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
• Strong consultative sales abilities in building adviser relationships and raising assets.
• An entrepreneurial mindset with the ability to build and articulate a plan for achieving sales targets.
• Excellent attention to detail with CRM record keeping.
• Ability to present Dimensional’s products and philosophy to small and large groups.
• Competitive but highly collaborative with the ability to work both independently and in a team environment.
• A strong sense of professional and personal integrity and high ethical standards.

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, colour, 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 offences, 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.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.

Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavour to help improve investors’ lives.

For more information about Dimensional and our current opportunities, please visit our website.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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 maximises 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.

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.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorised such use.

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