Sales & Business Development - Regional Director

TL;DR

Sales & Business Development - Regional Director (Asset Management): Drive business development and relationship management for new and existing clients across a designated distribution channel and territory with an accent on investment solutions, capital markets discussions, and revenue/AUM growth. Focus on building new client relationships, presenting investment capabilities at conferences, and coordinating client service efforts to meet client needs.

Location: Santa Monica; remote basis in Northern California, New York/New Jersey, or Florida; hybrid schedule from offices in Santa Monica, Charlotte and Austin

Salary: $155,000 - $185,000 (bonus eligible)

Company

hirify.global provides investment solutions and investment theory to clients through a client-centric sales and service model.

What you will do

• Manage sales activities and client relationships within a territory, developing new relationships and retaining/deepening existing ones.
• Present Dimensional’s investment capabilities, investment theory, and performance to individual clients and at company conferences and industry events.
• Increase revenues, AUM, and new clients by growing Dimensional’s product suite within the territory.
• Coordinate with client service team members to address client needs effectively.
• Act as a spokesperson and brand ambassador for Dimensional and its investment theory across the industry and marketplace.
• Support sales and marketing collateral and participate actively as a team player.

Requirements

• Strong foundational knowledge of investments, capital markets, and asset allocation theory to discuss sophisticated investment solutions.
• Proven business development skills and a client-centric approach with a track record of building relationships and growing a territory.
• Excellent communication and confidence as a competitive, results-oriented sales leader.
• Licenses required: SIE and Series 7, plus Series 63/66; SIE and Series 7 must be obtained within the first 12 weeks of hire.
• No immigration sponsorship is available for this role.

Culture & Benefits

• Bonus eligible with compensation tied to sales performance.
• Comprehensive benefits and programs supporting career development and education.
• Emphasis on leadership behavior, team orientation, and client-first mindset.
• Opportunities to represent the brand and investment theory through industry engagement.

Hiring process

• Recruiter discussion to align on available Regional Director channels based on experience and credentials.
• Role eligibility reviewed against required credentials and geographic/remote or hybrid fit.