Regional Director - Retirement Group (Remote/In-Territory eligible)

Location: Hybrid from Austin or Charlotte, or in-territory in New York, New Jersey, or Illinois, United States

Salary: $150,000–$175,000 per year, plus bonus eligibility

Company

hirify.global provides evidence-based investment solutions and supports long-term relationships with institutional clients, advisors, and insurance companies.

What you will do

• Develop and implement marketing, sales, and client service programs for retirement clients and prospects.
• Build relationships with stakeholders across client organizations and identify business development opportunities.
• Lead complex technical investment discussions, review meetings, presentations, conferences, and branch sessions.
• Partner with advisors on platform transitions and the development of fee-based, client-centric practices.
• Coordinate with marketing, portfolio management, analytics, product specialists, and client relationship teams.
• Grow territory revenue and assets under management while owning territory P&L.

Requirements

• Extensive success in asset management wholesaling or institutional sales.
• Bachelor’s degree required; MBA, CFA, or CIMA preferred.
• Demonstrated success driving measurable AUM growth and managing a commercial territory.
• Strong knowledge of investments, capital markets, asset allocation theory, and evidence-based investment processes.
• Excellent written and verbal communication, integrity, initiative, accountability, and time management.
• SIE, Series 7, and Series 63/66 licenses are required; SIE and Series 7 must be obtained within the first 12 weeks of hire.

Culture & Benefits

• Hybrid or in-territory working arrangements are available within the specified United States locations.
• Comprehensive benefits for employees and their families.
• Educational initiatives and career development programs.
• Programs and celebrations supporting the company’s history, culture, and growth.
• Immigration sponsorship is not available for this role.