Regional Director, UK Large Wealth (Finance)

TL;DR

Regional Director, UK Large Wealth (Finance): Driving business development and relationship management with national wealth management firms and discretionary fund managers in the UK with an accent on pre-client activity and executive-level sales. Focus on increasing AUM and revenue through the delivery of sophisticated investment solutions and Dimensional's investment theory.

Location: Hybrid, London, UK

Company

hirify.global is a global investment firm focused on providing sophisticated investment solutions based on academic theory.

What you will do

• Lead sales activities and manage executive-level relationships with large UK wealth management and national advice firms.
• Present Dimensional's investment capabilities, theory, and performance to investment buyers and senior executives.
• Develop and implement strategies for new relationship building and existing client retention.
• Increase AUM and revenues within the UK market through the growth of the product suite.
• Act as a trusted advisor and intellectual contributor, educating firms on investment theory.
• Collaborate with the Global Client Group to provide sales and marketing thought 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 relationships with large wealth firms.
• Proven track record of business development and raising assets.
• Degree-level academic attainment or equivalent professional qualifications.
• Must be based in or able to work in London, UK

Nice to have

• Strong knowledge of ETFs, model portfolios, and tailored solutions.

Culture & Benefits

• Comprehensive benefits programs for employees and their families.
• Educational initiatives and professional development opportunities.
• Culture centered on history, growth, and shared celebrations.
• Commitment to equal opportunity and diversity in the workplace.
• Hybrid work arrangement.