Regional Director, Wealth Channel

8 hours ago

Melbourne, Victoria, Australia eFinancialCareers Ltd. Full time
Job Title: Regional Director, Wealth Channel

About the Role:

The Regional Director, Wealth Channel will be responsible for leading the sales and business development efforts for Dimensional's Wealth Channel in Australia and New Zealand. This role will involve driving business growth, developing and executing strategies to recruit new advisor relationships and retention strategies for existing advisors, and increasing revenues, AUM, and advisor clients within the territory.

Key Responsibilities:

  • Lead sales and business development efforts for the Wealth Channel in Australia and New Zealand
  • Develop and execute strategies to recruit new advisor relationships and retention strategies for existing advisors
  • Drive business growth and increase revenues, AUM, and advisor clients within the territory
  • Collaborate with Regional Directors in Wealth and other Channels to grow new Advisor relationships within dealer groups
  • Educate advisors on capital market behavior and investment theory
  • Consult with licenses and advisor firms on building an efficient practice
  • Present Dimensional Fund Advisors' investment capabilities at conferences and industry functions
  • Formulate and execute tailored Dimensional initiatives
  • Be a team-player and sales and marketing thought leader within the Dimensional team
  • Be a spokesperson and champion of the Dimensional brand and investment theory throughout the industry

Requirements:

  • 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

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