Regional Director – UK Large Wealth (Global Client Group)
Dimensional’s Global Client Group (GCG) is responsible for relationship management and business development with diverse clients. The Large Wealth team within the GCG manages relationships with large wealth managers, national financial planning firms, and discretionary fund managers in the U.K.
Opportunity
The Regional Director, UK Large Wealth will lead business development and relationship management focused on pre‑client activity. They will drive all sales‑related activities with national wealth management firms and lead/support client service team members to address client & prospects needs. Success requires solid foundational knowledge of the U.K. wealth‑management market to create opportunities for Dimensional and discuss sophisticated investment solutions with investment buyers and executives.
Responsibilities
- Sales leadership of large wealth management and national advisory firms.
- Lead complex sales and manage executive‑level relationships.
- Present Dimensional Fund Advisors’ investment capabilities, theory, and performance to investment buyers & senior executives.
- Develop and deliver strategies to build new relationships and retain existing clients.
- Increase revenues, AUM, and clients within the U.K. through profitable growth of the Dimensional product suite.
- Work collaboratively with the Global Client Group (GCG).
- Educate firms on investment theory and act as an intellectual contributor and trusted advisor to clients and potential clients.
- Provide sales and marketing thought leadership across the firm and clients.
- Serve as a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace.
Requirements
- High academic attainment (degree level or equivalent professional qualifications preferred).
- Significant sales experience and direct experience owning relationships with large U.K. wealth firms.
- Extensive knowledge of the U.K. wealth & intermediary landscape.
- A pre‑existing and well‑developed network of relationships with large wealth firms.
- Track record of business development, building relationships, and raising assets.
- 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 yet highly collaborative, able to work independently and in a team environment.
- Excellent written and verbal communication skills, particularly conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
- 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. #LI-Hybrid
Benefits
Dimensional offers a variety of programs to support you, your family, and your career, including comprehensive benefits, educational initiatives, and celebrations of our history, culture, and growth. The role follows a hybrid schedule: on Tuesdays, Wednesdays, and Thursdays at campus; otherwise remote or office based based on your preference.
Equal Opportunity Statement
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, color, 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 offenses, 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.
For more information about Dimensional and our current opportunities, please visit our Careers site.
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