Business Development Manager, Wealth
Vor 2 Tagen
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.
Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. GCG is responsible for the business development and relationship management of global clients.
The Wealth Channel sits within GCG and includes an Enterprise team responsible for large national advisory clients and dealer group relationships across Australia and New Zealand.
The OpportunityFrom the outset the Regional Director, Wealth will take ownership for business development and relationship management of a number of Dimensional’s largest advisor clients and dealer groups. You will 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 advisors.
To be successful, the Regional Director, Wealth must have a solid foundational knowledge of investments, capital markets and asset allocation theory, and for developing a deep and comprehensive understanding of Dimensional’s investment strategies and investment philosophy and articulating this to the advisor landscape.
The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to your success in working with and influencing advisors. Equally as critical, the Regional Director, Wealth must have a strong business development orientation and understand the issues and challenges advisors face in building a client-centric business.
This role is based in our Melbourne office.
The RoleThe Regional Director, Wealth is responsible for the following:
- 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 stronglypreferred.
- 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.
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.
#J-18808-Ljbffr-
Business Development Manager, Wealth
vor 1 Tag
Melbourne, Österreich eFinancialCareers Ltd. VollzeitBusiness Development Manager, Wealth (Regional Director) Business Development Manager, Wealth (Regional Director) Dimensional Fund Advisors, L.P. Melbourne, Australia Business Development Manager, Wealth (Regional Director) Dimensional Fund Advisors, L.P. Melbourne, Australia Posted 1 day ago Permanent Competitive Business Development...
-
Business Development Manager
vor 2 Wochen
Melbourne, Österreich FUJIFILM Business Innovation VollzeitExciting opportunity to work for a global organisationLooking for candidates having experience in selling Managed IT Services or similar Work in a 2/3 day hybrid split modelOUR STORYFUJIFILM have a proud history of providing innovative products and services that contribute to the advancement of culture, science, technology and industry, as well as improved...
-
Wealth Manager
vor 3 Wochen
Melbourne, Österreich Independent Resourcing Consultancy Ltd VollzeitPosition: Wealth Manager Location: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Business Development
vor 1 Monat
Melbourne, Österreich Emblem Wealth VollzeitThe Importance Of Workplace Health And Safety Workplaces can be dangerous environments and there can be hazards at every turn. Having robust health and safety measures is important for every business as the implications can be far-reaching if you don’t. Why Is Health And Safety Important? Health and safety plays an important role in the workplace for a...
-
Business Development
vor 4 Wochen
Melbourne, Österreich Emblem Wealth VollzeitThe Importance Of Workplace Health And Safety Workplaces can be dangerous environments and there can be hazards at every turn. Having robust health and safety measures is important for every business as the implications can be far-reaching if you don’t. Why Is Health And Safety Important? Health and safety plays an important role in the workplace for a...
-
Marketing Coordinator
Vor 5 Tagen
Melbourne, Österreich Partners Wealth Group VollzeitMarketing Assistants/Coordinators (Marketing & Communications) Full time Add expected salary to your profile for insights At Partners Wealth Group (PWG) we are proud of our dynamic culture. We have and will continue to invest a lot in our people, systems and facilities and have seen exciting growth in all areas to make us one of Australia’s...
-
Business Development Manager
vor 4 Wochen
Melbourne, Österreich Pace VollzeitA very impressive opportunity for an experienced Business Development Manager with commodity knowledge & experience in chemicals and energy to join this long established global trading house. Reporting directly to the department manager and working closely with senior management you will be an integral member of a highly experienced, focused and...
-
Business Development Manager
vor 4 Wochen
Melbourne, Österreich AltX Pty VollzeitReporting to the Head of Sales and Distribution for Assetline Capital, the chosen candidate will be responsible for developing and maintaining business relationships across our full suite of mortgage products.The BDM will also act as a business coach to their network of brokers and proactively help, guide, and advise their panel to achieve revenue targets....
-
Business Development Manager
vor 1 Tag
Melbourne, Österreich Recruit Shop Pty Ltd VollzeitJoin A Leading & Respected National Security Business In Melbourne Future Career Growth Opportunity | High Earnings | Autonomous RoleAbout The CompanyOur client is a dynamic security company dedicated to end-to-end security services across Australia. Priding themselves on their commitment to excellence, innovation and customer satisfaction. Seeking a driven...
-
Business Development Manager
vor 1 Monat
Melbourne, Österreich Pact Group VollzeitOur Pact Packaging division is pioneering a whole of product life cycle approach to sustainable packaging. Partnering with global brands to local producers, we integrate supply chain efficiencies and sustainable practices into everything we design and manufacture.Job DescriptionWith a long history of delivering sustainable and innovative packaging solutions...
-
Business Development Manager
vor 4 Wochen
Melbourne, Österreich Pact Group VollzeitOur Pact Packaging division is pioneering a whole of product life cycle approach to sustainable packaging. Partnering with global brands to local producers, we integrate supply chain efficiencies and sustainable practices into everything we design and manufacture.Job DescriptionWith a long history of delivering sustainable and innovative packaging solutions...
-
Business Development Manager
vor 3 Wochen
Melbourne, Österreich Paper Australia Pty Ltd VollzeitSelect how often (in days) to receive an alert: Business Development Manager We manufacture goods that you see, touch, and use every day and our customer base includes some of the biggest names in FMCG, Retail and Fresh Produce. We stand for innovation, smart solutions, and sustainability! Discover What We Can Offer You…. Competitive...
-
Financial Planner
vor 2 Wochen
City of Melbourne, Österreich Empower Wealth VollzeitIntegrated Pathways Pty Ltd T/A Empower Wealth Join Empower Wealth: Transform Lives Through Financial EmpowermentAre you a dynamic financial planner with a passion for helping clients achieve their financial goals? Empower Wealth, a multi-award-winning advisory firm at the forefront of Property, Finance, and Wealth Advisory, is seeking an energetic and...
-
Business Development Manager
vor 4 Wochen
City of Melbourne, Österreich Elliot Marsh VollzeitOur client has an exciting opportunity for a Business Development Manager to join the team.Location: Throughout the UK (offering hybrid/remote work arrangements)Salary: £50K £60K plus competitive packageJob Type: Full - time, permanentAbout The Company:Our client is leading multi-disciplinary engineering organisation that provides a range of services from...
-
Business Development Manager
vor 3 Wochen
Melbourne, Österreich Morgan Consulting VollzeitAbout the Company:Our client is a leading provider of international freight forwarding services with a strong presence in the market. They are committed to delivering exceptional customer experiences and high-quality services to our clients. As a company, they value transparency, results-driven approaches, and entrepreneurial spirit. Their goal is to make...
-
Business Development Manager
vor 3 Wochen
Melbourne, Österreich Minter Ellison VollzeitPress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Business Development Manager - 12mth FTC | Disputes, Competition & Insurance Location: Melbourne, Brisbane, Sydney Contract Type: Fixed Term MinterEllison is one of Australia’s largest law firms, with nearly 200 years of business history. We're...
-
Business Development Manager
vor 4 Wochen
Melbourne, Österreich PRA VollzeitPRA is looking for a Business Development Manager to join a leading company in the Accident Replacement Vehicle industry.You will be responsible looking after a given territory to identify new business opportunities for growth. An excellent opportunity to join a growing company and be rewarded with career development opportunities.$90k + Super + OTE...
-
Business Development Manager
vor 4 Wochen
Melbourne, Österreich PRA VollzeitPRA is looking for a Business Development Manager to join a leading company in the Accident Replacement Vehicle industry.You will be responsible looking after a given territory to identify new business opportunities for growth. An excellent opportunity to join a growing company and be rewarded with career development opportunities.$90k + Super + OTE...
-
Business Development Manager
vor 1 Monat
Melbourne, Österreich Vivir Healthcare VollzeitRole: Full Time, Hybrid Location: Melbourne, CBD About the job: Are you prepared to make a significant impact in the healthcare sector? Vivir Healthcare, a leading provider of allied health and wellness services across Australia, is seeking a Business Development Manager, Aged Care, to join our National Business Development team. This exciting opportunity...
-
Business Development Manager
vor 4 Wochen
Melbourne, Österreich Vivir Healthcare VollzeitRole: Full Time, Hybrid Location: Melbourne, CBD About the job: Are you prepared to make a significant impact in the healthcare sector? Vivir Healthcare, a leading provider of allied health and wellness services across Australia, is seeking a Business Development Manager, Aged Care, to join our National Business Development team. This exciting opportunity...
