Regional Director, Independent Advisors (Financial Services)

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

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

Company

hirify.global provides investment solutions based on capital markets research, investment theory, and asset allocation principles.

What you will do

• Lead sales, relationship management, and business development for a territory of primarily fee-only, high-net-worth financial advisors.
• Develop strategies to retain existing advisor relationships, expand accounts, and build new business.
• Educate advisors on capital market behavior, investment theory, and Dimensional’s investment capabilities.
• Consult with advisor firms on building efficient, client-centric, fee-based practices and delivering successful investment experiences.
• Present products, investment philosophy, and performance to financial advisors, branch offices, conferences, and industry events.
• Increase revenue, assets under management, and advisor clients through profitable growth of the product suite.

Requirements

• 10+ years of experience in the financial services industry.
• Bachelor’s degree required; an MBA or CFA is strongly preferred.
• Strong consultative sales, relationship-building, business development, and asset-raising abilities.
• Extensive knowledge and network of fee-based financial advisors.
• Excellent written and verbal communication skills, including the ability to explain technical investment approaches clearly.
• SIE, Series 7, and Series 63/66 licenses are required; SIE and Series 7 must be obtained within the first 12 weeks of employment.

Nice to have

• MBA or CFA qualification.
• Strong alignment with and understanding of Dimensional’s investment process, philosophy, and business strategy.

Culture & Benefits

• Collaborative environment with opportunities to work independently and contribute as a sales and marketing thought leader.
• Comprehensive benefits supporting employees, families, and career development.
• Educational initiatives and programs focused on professional growth.
• This role is not eligible for immigration sponsorship.