- Charlotte, North Carolina, United States
- Full-time · Manager
Responsible for business development and relationship management of both new and existing clients in a designated distribution channel and territory.
Responsibilities
- Sales activities and management of clients within a territory
- Develop new client relationships as well as retain and develop existing relationships
- Present Dimensional’s investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions
- Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team
- Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace
Requirements
- Strong educational background