Regional Director (Wealth Management)

TL;DR

Regional Director (Wealth Management): Driving business development and relationship management with large UK wealth managers and national financial planning firms with an accent on AUM growth and executive-level engagement. Focus on presenting sophisticated investment theory, building new strategic partnerships, and leading sales efforts within the UK wealth landscape.

Location: Hybrid in London, UK

Company

hirify.global is a global investment firm specializing in systematic investment solutions and relationship management for a diverse set of institutional and private clients.

What you will do

• Lead sales activities and manage executive-level relationships with large UK wealth management and national advice firms.
• Present investment capabilities, theory, and performance to investment buyers and senior executives.
• Develop and execute strategies for new client acquisition and retention of existing relationships.
• Increase revenues and Assets Under Management (AUM) through the growth of the Dimensional product suite.
• Act as a trusted advisor and spokesperson for the Dimensional brand within the industry.
• Collaborate across the Global Client Group to align sales and marketing leadership.

Requirements

• Significant sales experience and a proven track record of owning relationships with large UK wealth firms.
• Extensive knowledge of the UK wealth and intermediary landscape.
• A well-developed, pre-existing network of professional relationships within the target market.
• Strong understanding of ETFs, model portfolios, and tailored investment solutions.
• Excellent verbal and written communication skills for conveying technical investment approaches.
• Degree-level academic attainment or equivalent professional qualifications.

Culture & Benefits

• Comprehensive benefits package for employees and their families.
• Educational initiatives to support professional growth.
• Collaborative, high-energy team environment with an entrepreneurial spirit.
• Commitment to equal opportunity employment.