Regional Director, Independent Advisors (RIA's)

Austinonsitedirector

Posted 6 days ago · via Workday

About this role

Job Description: The Regional Director is responsible for relationship management and business development of both existing and new clients in the central region of the United States. They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of advisors. To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Austin. We weight your proximity and willingness to relocate.

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