Sales & Business Development - Regional Director (Asset Management)

Location: Remote in Northern California for the right candidate, or hybrid from offices in Santa Monica, Charlotte, or Austin; extensive travel across the assigned territory is required.

Salary: $155,000–$185,000 annually, plus bonus eligibility.

Company

hirify.global provides investment solutions grounded in investment theory, capital markets expertise, and asset allocation principles.

What you will do

• Manage sales activities and client relationships across a designated distribution channel and territory.
• Develop new client relationships while retaining and expanding existing accounts.
• Present investment capabilities, investment theory, and performance to clients, conferences, and industry events.
• Grow revenue, assets under management, and new-client acquisition through the investment product suite.
• Coordinate client-service team efforts and provide sales and marketing collateral.
• Represent the brand and investment philosophy as an industry spokesperson and ambassador.

Requirements

• Strong knowledge of investments, capital markets, and asset allocation theory.
• Demonstrated success building relationships, developing business, and growing a territory.
• Client-centric, results-oriented approach with strong communication and leadership skills.
• Strong educational background, intellectual curiosity, and willingness to continue learning.
• Ability to travel extensively and manage a territory through in-person and virtual client engagement.
• SIE, Series 7, and Series 63 or 66 licenses are required; SIE and Series 7 must be obtained within the first 12 weeks of employment.

Nice to have

• Experience in asset management or a demonstrated interest in transitioning to the buy side.
• Alignment with Dimensional’s investment philosophy.
• Entrepreneurial spirit and a strong competitive mindset.

Culture & Benefits

• Comprehensive benefits supporting employees, families, and career development.
• Educational initiatives and continued learning opportunities.
• Programs and celebrations recognizing the company’s history, culture, and growth.
• This role is not eligible for immigration sponsorship.