Notes to applicants:
- Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. 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.
- If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
- Sales leadership of a territory composed primarily of large non-institutionally aligned licences.
- 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 Director’s in Wealth and other Channels to grow new Advisor relationships within dealer groups.
- Educating advisors on capital market behavior and investment theory and acting as an intellectual contributor and trusted advisor to clients and potential clients.
- Consulting with licenses and advisor firms on building an efficient practice while providing a successful investment experience to clients.
- Presenting Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, company conferences 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 and investment theory throughout the industry and marketplace.
- 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 head office dealer group relationships.
- A track record of Business Development, building client Advisor relationships and raising assets.
- Prior team leadership experience preferred but not essential.
- A personal 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 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, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
- A strong sense of professional and personal integrity and high ethical standards.
- Must be RG146 accredited.