Regional Director, UK Large Wealth

The Global Client Group (GCG) is responsible for Dimensional’s relationship management and business development with a diverse set of clients. The Large Wealth team sits within the GCG and is responsible for Dimensional’s relationships with large wealth managers, national financial planning firms and discretionary fund managers in the U.K.

The Opportunity

The Regional Director, UK Large Wealth will be responsible for the business development and relationship management with a focus on pre-client activity. The Regional Director will drive all sales related activities with national wealth management firms as well as lead and organize the efforts of supporting client service team members to effectively address the needs of clients & prospects. To be successful, the Regional Director must have a solid foundational knowledge of the UK wealth management market and use that to create opportunities for Dimensional. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to your success working with and influencing investment buyers & executives.

Responsibilities

• Sales leadership of large wealth management and national advice firms.
• Lead complex sales and manage executive level relationships.
• Presenting Dimensional Fund Advisors’ investment capabilities, investment theory, and performance to investment buyers & senior executives.
• Developing and delivering strategies to build new relationships and retention strategies for existing clients.
• Increasing revenues, AUM, and clients within the UK through the profitable growth of the Dimensional product suite.
• Working collaboratively across the Global Client Group (GCG).
• Educating firms on investment theory and acting as an intellectual contributor and trusted advisor to clients and potential clients.
• Being a team-player, providing sales and marketing thought leadership across the firm and clients.
• Being a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace.

Requirements

• Demonstrate a high level of academic attainment, degree level or equivalent professional qualifications preferred.
• Significant sales experience and direct experience owning relationships with large UK wealth firms.
• Extensive knowledge of the UK wealth & intermediary landscape.
• A pre-existing and well-developed network of relationships with large wealth firms.
• A track record of business development, building relationships and raising assets.
• A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy, and business strategy.
• An entrepreneurial spirit with high energy and passion; a self-starter.
• Competitive but highly collaborative with the ability to work both independently and in a team environment.
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
• A strong sense of professional and personal integrity and high ethical standards.
• Ability to present Dimensional’s products and philosophy to small and large groups.
• Strong knowledge of ETFs, model portfolios and tailored solutions preferable.

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.