The Robert Toigo Foundation

Regional Director, Consultant Relations

Dimensional Fund Advisors
November 19, 2021
Charlotte, North Carolina
Job Type


Apply Here: Regional Director, Consultant Relations (

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. 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.

Job Description:

The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set.  By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients. Our Consultant channel is responsible for working with the Investment Consultant community across the globe and partnering with the rest of our sales teams.

Reporting to the Global Head of Consultant Relations, the Regional Director will develop and expand relationships with key decision makers at the North American offices of the assigned investment consulting firms.  The individual will work closely with Dimensional’s Global Consultant Relations team, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business. 


  • Develop, coordinate and implement business development plans for the institutional consultant community

  • Increase breadth and depth of relevant buy ratings across investment platform

  • Establish and develop relationships with manager researchers and field consultants who are key influencers

  • Partner with colleagues responsible for developing institutional business outside of North America as needed

  • Provide constructive feedback on strategies and trends to the executive, sales and investment management teams

  • Lead complex technical investment discussions with a sophisticated audience

  • Have a strong voice with regards to positioning, communications and customized solutions

  • Act as an intellectual contributor and a trusted advisor to the consultant community

  • Mentor and guide less experienced team members


  • A strong academic background is required; an advanced degree or professional designation such as a CFA, is preferred

  • At least 7 to 10 years of investment experience, ideally gained from working at an institutional asset manager or a consulting firm; DC experience a plus.

  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner

  • Ability to work independently, to prioritize and exercise time management

  • Computer and analytical expertise

  • A strong sense of professional and personal integrity and high ethical standards

  • Demonstration of initiative, accountability and focus on quality

  • Commitment to the philosophy and process underlying Dimensional’s investment approach

  • Practical knowledge of the institutional investment business

  • Highly motivated to significantly increase depth and breadth of consultant relationships

  • A proven track record and history of success


Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.


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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

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