Description

Job Description:

Regional Director, Financial Institutions Group EMEA

The Financial Institutions Group (FIG) works with clients and prospects around the world to develop broader and deeper relationships with Dimensional. By partnering closely with the Global Client Group (GCG) and firm resources, FIG is responsible for creating, managing, and enhancing key initiatives to reflect the existing and prospective relationships that other financial institutions have with the firm. Specifically, the team focuses on strategic engagement, knowledge sharing, and commercial alignment on key growth priorities. FIG strives to be a proactive, flexible, and forward-looking partner to the business and for our clients.

To be successful, FIG Regional Directors (RD) must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss Dimensional's sophisticated investment solutions is critical to working with and influencing decision makers for the industry's largest platforms. Just as important, the Regional Director must have a global growth mindset, strong business development initiative, client service orientation, and understand the complex issues and challenges platforms face.

While the FIG culture is very much team-centric, a large portion of the work is self-directed and requires an individual who can work independently under tight time constraints and evolving priorities. Professionalism, integrity, and executive presence are critical given the position will have frequent interaction with senior leadership (internally and externally).

Role Purpose:

The FIG RD will serve as the senior UK-based FIG leader, reporting to the Global Head of FIG (U.S.) responsible for driving asset growth, platform penetration, and strategic intermediary relationships across the EMEA domiciled markets. The role acts as a critical conduit between regional market execution and global FIG strategy, ensuring that global priorities are translated into effective, locally relevant outcomes.

This position carries senior commercial accountability, significant internal influence, and direct exposure to global executive leadership. The RD will oversee the firm's most scalable distribution intermediary clients and prospects-including custodians, global wealth institutions, Insurance firms and private banks while providing strategic insight on market structure, competitive dynamics, and evolving intermediary buying behaviour.

Responsibilities:

• Support global and regional priorities, including escalating time-sensitive matters and communicating strategic relationship initiatives globally
• Maintain regular dialogue with GCG and other functional areas across the firm's global offices
• Work with other relationship teams, legal, finance, product management, portfolio management, research, operations and senior management to qualify and implement new business and/or lead client projects
• Coordinate strategic client events and networking opportunities and support marketing efforts including setting priorities of internal and external materials
• Lead complex sales and manage executive level relationships
• Develop strategies to expand and retain existing and build net new platform relationships; expand Dimensional's addressable market, increase revenues, AUM and clients within the firms through the profitable growth of the Dimensional product suite
• Educate home office executives and research teams on capital market behavior and investment theory
• Consult with platform and product managers on working efficiently with intermediary platforms while providing a successful investment experience to clients
• Be a spokesperson for the Dimensional brand; present Dimensional Fund Advisors' investment philosophy and capabilities to research due-diligence teams, platform teams in a variety of settings
• Formulate and execute tailored Dimensional initiatives and champion existing initiatives

Qualifications:

• Bachelor's Degree required; MBA or CFA strongly preferred
• Personal alignment, understanding and appreciation of Dimensional's investment process, philosophy, and business strategy
• Extensive consultative sales abilities in building relationships and the ability to demonstrate a successful track record in raising net new assets
• Extensive knowledge and network of strategic platform firms and decision makers
• Collaborative disposition with authentic willingness and desire to work cross-functionally across the GCG and all other Dimensional divisions to maximize the firm's opportunity set
• An entrepreneurial spirit with high energy and passion; a self-starter
• Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches
• Ability to present Dimensional's products and philosophy to small and large groups
• Competitive, yet highly collaborative with the ability to work both independently and in a team environment

#LI-Hybrid

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.