Regional Director - Retirement (In-Territory eligible)
Dimensional(2 months ago)
About this role
The Regional Director, Retirement Group, will seek to develop and expand client relationships with insurance companies and stakeholders in the defined contribution space. The successful candidate will build strong relationships at all levels of a client’s business to understand their investment needs and identify business development opportunities while collaborating with internal teams to ensure exceptional client service.
Required Skills
- Investment Sales
- Client Relationships
- Business Development
- Technical Discussions
Qualifications
- MBA
- CFA
- SIE
- Series 7
- Series 63/66
About Dimensional
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