Regional Director (Wirehouses)

TL;DR

Regional Director (Wirehouses): Driving business development and relationship management for high-production financial advisor teams with an accent on asset allocation theory and evidence-based investment solutions. Focus on scaling market share, managing territory P&L, and delivering high-impact presentations to sophisticated advisor groups.

Location: Must be based in the Charlotte office with frequent travel required to the territory.

Company

hirify.global is a global investment firm dedicated to delivering academic-rooted investment philosophy and sophisticated solutions to institutions and financial advisors.

What you will do

• Drive strategic sales and territory management across a book of business composed of Wirehouse-affiliated Financial Advisors.
• Generate new advisor relationships while deepening existing partnerships to maximize Net New Assets and market share.
• Partner with advisors to streamline their practices and support their transition toward fee-based advisory models.
• Deliver high-impact presentations on investment philosophy and performance at regional conferences and branch office sessions.
• Act as a thought leader and spokesperson for academic research and investment theory within the competitive marketplace.
• Own territory P&L by increasing revenue and AUM through the strategic placement of investment suites.

Requirements

• Must be based in Charlotte, NC and able to travel frequently within the territory.
• Must hold or obtain SIE, Series 7, and Series 63/66 licenses (SIE and Series 7 required within 12 weeks of hire).
• Extensive track record in Financial Services, specifically within External Wholesaling or Sales.
• Proven network and established Wirehouse relationships within the Carolinas and surrounding states.
• Exceptional ability to translate complex factor-based investing and capital markets theory into clear, persuasive narratives.
• Not eligible for Immigration Sponsorship.

Nice to have

• MBA, CFA, or CIMA designation.
• Existing rolodex of high-production, fee-based Financial Advisors.
• Experience coaching and mentoring junior team members.

Culture & Benefits

• Comprehensive benefits package including health and wellness programs.
• Educational initiatives and professional development support.
• Commitment to equal opportunity and inclusive workplace culture.
• Opportunities to contribute to a firm with a strong academic-rooted history and growth trajectory.