обновлено 13 дней назад
Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California
155 000 - 185 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California (Financial Services): Leading relationship management, business development, and sales activities for fee-only financial advisors in Northern California with an accent on investment theory, capital markets, and asset allocation. Focus on expanding advisor relationships, presenting sophisticated investment solutions, and driving revenue and assets under management through extensive in-person territory management.
Location: Remote in Northern California or hybrid from the Santa Monica office; extensive travel across the assigned territory is required.
Salary: $155,000–$185,000 annually, plus bonus eligibility.
Company
provides investment solutions based on capital markets research, investment theory, and asset allocation principles.
What you will do
- Lead sales, relationship management, and business development for existing and prospective fee-only, high-net-worth financial advisors.
- Develop strategies to retain existing relationships and build new advisor partnerships.
- Educate advisors on capital market behavior, investment theory, and Dimensional’s investment capabilities.
- Consult with advisor firms on building efficient practices and delivering successful investment experiences to clients.
- Present investment capabilities, theory, and performance to advisors, branch offices, conferences, and industry events.
- Drive profitable growth in revenue, assets under management, advisor clients, and the product suite.
Requirements
- 10+ years of experience in the financial services industry.
- Bachelor’s degree required; MBA or CFA strongly preferred.
- Strong consultative sales, business development, client service, and advisor relationship-building skills.
- Extensive knowledge and network of fee-based financial advisors.
- Strong written and verbal communication skills, including the ability to explain technical investment approaches clearly.
- SIE, Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of employment.
Nice to have
- MBA or CFA qualification.
- Personal alignment with Dimensional’s investment process, philosophy, and business strategy.
Culture & Benefits
- Collaborative environment with independent work and sales and marketing thought leadership.
- Comprehensive benefits supporting employees, families, and careers.
- Educational initiatives and programs supporting professional development.
- Bonus eligibility.
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