Notes to applicants:
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.
Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.
Role
Regional Director in the Financial Institutions Group responsible for new sales to advisers at dealer groups and private banks across Australia.
Opportunity
The Regional Director will take ownership for business development with advisers at dealer groups and private banks to drive all sales related activities as well as lead and organize the efforts of our client services team members to effectively address the needs of advisers.
To be successful, the Regional Director must:
- have a solid foundational knowledge of investments, capital markets and asset allocation theory
- be able to develop a comprehensive understanding of Dimensional’s investment strategies and philosophy
- have a successful track record of sales to advisers through the development of a new book of business
- have a thorough understanding of the advice landscape.
Responsibilities
- New sales to advisers in large dealer groups and private banks.
- Working collaboratively with Regional Director’s in other channels to grow new adviser relationships.
- Educating advisers on markets and investments and acting as an intellectual contributor and trusted adviser to new clients.
- Consulting with licensees and adviser firms on building an efficient practice while providing a successful investment experience to clients.
- Presenting Dimensional’s capabilities to advisers at conferences, webcasts and industry functions.
- Formulating and executing tailored Dimensional initiatives and championing existing company initiatives.
- Being a team-player and sales and marketing thought leader within the Dimensional team.
- Being a spokesperson and champion of the Dimensional brand throughout the industry.
Qualifications
- 5 years of sales experience working with licensees, advisers and private banks.
- A track record of new business development with advisers.
- Extensive knowledge of and network within the adviser landscape in Australia.
- An entrepreneurial spirit with high energy and passion; a self-starter.
- A great team player who prioritizes positive culture, collaboration and team-based selling.
- Comfortable with regular interstate travel.
- Bachelor’s Degree with strong academic results required; MBA or CFA preferred.
- Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points.
- A strong sense of professional and personal integrity and high ethical standards.
- Must be RG146 accredited.
Why DFA
- CBD office location with harbour views.
- Hybrid working model for most roles, which permits working 2 days remotely each week. This maximizes in person collaboration and interaction while simultaneously providing flexibility!
- Further flexibility for those days in the office through our core hours policy of 10:00 a.m. to 3:00 p.m., allowing all employees the opportunity to balance work with their personal and family needs.
- Great career opportunities, both locally and potentially abroad.
- Subsidized health insurance for individuals and family with several ‘nil-cost’ options available for individuals.
- Access to our health and fitness incentive program.
- Up to 16 weeks of paid primary caregiver leave if you have worked with us for 12 months or more.
- We provide financial and other support for those on a fertility journey, seeking to adopt, expecting a child or with a newborn, or entering menopause.
- Reimbursement for pre-approved study, such as CFA, via our Global Education Assistance Policy as well as access to exam leave.
- Free access to mental health and wellbeing support for you and your family through our Employee Assistance Program.
- Access to life and salary continuance insurance.
- Inclusive and fun social events and activities including Culture Quarters, monthly Take 5 events, run clubs, netball teams and more!
- Training to staff and leadership on sexual harassment, discrimination and the importance of respectful, safe and inclusive workplaces.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
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.
