Regional Director - Broker Dealer Group - Wirehouses

Location: Remote in Northern California or hybrid from the Santa Monica office; extensive travel across the assigned territory is required.

Salary: $150,000–$175,000 annually, plus potential discretionary bonus.

Company

hirify.global manages investment solutions and develops long-term relationships with institutions and financial advisors.

What you will do

• Drive strategic sales and territory management across a portfolio of Wirehouse-affiliated financial advisors.
• Generate new advisor relationships and deepen existing partnerships to increase net new assets and market share.
• Help advisors navigate platform transitions and move toward fee-based, advisory business models.
• Present Dimensional’s investment philosophy, performance, products, and academic research to advisor teams, conferences, and branch offices.
• Coordinate with product specialists and client relationship teams to address complex advisor needs.
• Manage territory revenue and assets under management while coaching and mentoring junior team members.

Requirements

• Extensive financial services experience, particularly in external wholesaling or sales.
• Bachelor’s degree required; MBA, CFA, or CIMA preferred.
• Established Wirehouse relationships and a network of fee-based financial advisors in Central California.
• Strong knowledge of investments, capital markets, asset allocation theory, and factor-based investing.
• Excellent written, verbal, presentation, business development, and client relationship skills.
• SIE, Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of employment. Immigration sponsorship is not available.

Nice to have

• Experience consistently exceeding net new asset targets and expanding territory market share.
• Existing relationships with high-production, fiduciary-oriented financial advisors.
• Experience presenting complex investment approaches to sophisticated advisor teams.

Culture & Benefits

• Collaborative work with investment specialists and client relationship teams.
• Comprehensive benefits for employees and their families.
• Educational initiatives and career development programs.
• Opportunities to participate in company cultural and historical celebrations.