Sales & Business Development Manager, Wealth Dimensional Fund Advisors Ltd, Melbourne, Australia
Posted: 5 days ago | Job Type: Hybrid | Employment Type: Permanent | Salary: Competitive
Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. GCG is responsible for the business development and relationship management of global clients.
The Wealth Channel sits within GCG and includes an Enterprise team responsible for large national advisory clients and dealer group relationships across Australia and New Zealand.
The Opportunity The Regional Director, Wealth will take ownership for business development and relationship management of a number of Dimensional's largest advisor clients and dealer groups. You will drive all sales related activities and lead our client services team to effectively address the needs of advisors.
To be successful, the Regional Director, Wealth must have a solid foundational knowledge of investments, capital markets, and asset allocation theory, along with a comprehensive understanding of Dimensional's investment strategies and philosophy.
This role is based in our Melbourne office.
The Role Sales leadership of a territory composed primarily of large non-institutionally aligned licenses. Leading and managing relationships with dealer groups and their internal research relationships. Developing and delivering strategies to recruit new advisor relationships and retention strategies for existing advisors. Increasing revenues, AUM, and advisor clients within the territory through the profitable growth of the Dimensional product suite. Working collaboratively with Regional Directors in Wealth and other Channels to grow new Advisor relationships within dealer groups. Educating advisors on capital market behavior and investment theory. Consulting with licenses and advisor firms on building an efficient practice. Presenting Dimensional Fund Advisors' investment capabilities at conferences and industry functions. Formulating and executing tailored Dimensional initiatives. Being a team-player and sales and marketing thought leader within the Dimensional team. Being a spokesperson and champion of the Dimensional brand and investment theory throughout the industry. Qualifications At least 7 years of sales experience working with licensees and advisors. Extensive knowledge of the Advisor landscape in Australia. A pre-existing and well-developed network of Financial Advisors and dealer group relationships. A track record of business development and building client Advisor relationships. Prior team leadership experience preferred but not essential. A personal alignment with Dimensional's investment process and philosophy. 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. Bachelor's Degree with strong academic results required; MBA or CFA strongly preferred. Excellent written and verbal communication skills. A strong sense of professional integrity and high ethical standards. Must be RG146 accredited. #J-18808-Ljbffr
