Regional Director, Broker Dealer (Wirehouses)

Location: Charlotte, United States; extensive travel across the assigned territory is required.

Company

hirify.global develops and delivers investment solutions while building long-term relationships with institutions and financial advisors.

What you will do

• Lead sales and territory management for wirehouse-affiliated financial advisors.
• Generate new advisor relationships and deepen existing partnerships to grow net new assets, revenue, and market share.
• Help advisors navigate platform transitions and move toward fee-based, advisory business models.
• Present Dimensional's investment philosophy, products, and performance to advisor teams, conferences, and branch offices.
• Coordinate with product specialists and client relationship teams to address complex advisor needs.
• Coach and mentor junior team members while serving as a brand and investment-theory ambassador.

Requirements

• Extensive financial services experience, particularly in external wholesaling or sales.
• Bachelor's degree required; MBA, CFA, or CIMA preferred.
• Established relationships with wirehouses such as Merrill, UBS, and Wells, plus a network of high-production, fee-based advisors.
• Strong knowledge of investments, capital markets, asset allocation, and evidence-based investing.
• Excellent written, verbal, presentation, relationship-building, and business development skills.
• SIE, Series 7, and Series 63/66 licenses are required; SIE and Series 7 must be obtained within the first 12 weeks of employment.

Nice to have

• MBA, CFA, or CIMA designation.
• Experience consistently exceeding net new asset targets and expanding territory market share.
• Deep conviction in evidence-based investing and fiduciary-aligned portfolio construction.

Culture & Benefits

• Work combines face-to-face meetings, regional events, and virtual communication.
• Comprehensive benefits support employees and their families.
• Educational initiatives and programs support career development.
• Immigration sponsorship is not available for this role.