Regional Director, National Relationship Group Broker Dealer (Financial Services)

Location: Hybrid role based in Charlotte, United States

Company

hirify.global provides investment strategies and financial solutions for advisors and institutional clients.

What you will do

• Lead sales activities across a territory of independent and national broker-dealer advisors.
• Develop new advisor relationships and retain and deepen existing partnerships.
• Present investment capabilities, theory, products, and performance in individual and group settings.
• Formulate and execute territory strategies aligned with company initiatives.
• Coordinate client service efforts and act as a trusted advisor to clients and colleagues.
• Grow net cash flows and assets under management through adoption and retention of investment strategies.

Requirements

• Extensive experience in the financial services industry.
• Bachelor’s degree required; MBA, CFA, or CFP preferred.
• Demonstrated success building advisor relationships and growing a territory.
• Strong knowledge and network among RIA financial advisors.
• Excellent written, verbal, and presentation skills for explaining technical investment approaches.
• SIE, Series 7, and Series 63/66 licenses required within the first 12 weeks of employment.

Nice to have

• MBA, CFA, or CFP certification.
• Series 24 license.
• Experience coaching and mentoring junior team members.
• Entrepreneurial, self-directed, collaborative, and results-oriented approach.

Culture & Benefits

• Comprehensive benefits for employees and families.
• Educational initiatives supporting professional development.
• Collaborative environment with opportunities to contribute as a sales thought leader.
• Programs and events supporting company culture and career growth.
• Immigration sponsorship is not available for this role.