Regional Director, Wirehouses

Location: Austin, with extensive in-person travel across Colorado, Missouri, Kansas, and Arkansas

Company

hirify.global is an investment management firm focused on building long-term client relationships and providing evidence-based investment solutions to 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 increase net new assets, revenue, and market share.
• Help financial advisors streamline practices, navigate platform transitions, and move toward fee-based advisory models.
• Build relationships with high-production advisor teams and internal gatekeepers through in-person meetings, virtual communication, and regional events.
• Present hirify.global’s investment philosophy, products, and performance at complex-level meetings, conferences, and branch sessions.
• Coordinate with product specialists and client relationship teams 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 with Merrill, UBS, and Wells within Colorado, Missouri, Kansas, and Arkansas.
• Strong knowledge of investments, capital markets, asset allocation, and evidence-based investing.
• Proven ability to exceed net new asset targets, grow territory market share, and communicate complex investment concepts clearly.
• SIE, Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of employment.

Culture & Benefits

• Empowered environment focused on innovative ways to produce results.
• Comprehensive benefits supporting employees, families, and careers.
• Educational initiatives and programs supporting professional development.
• This role is not eligible for immigration sponsorship.