Regional Director, Wirehouses (Financial Services)

Location: Austin, United States. The territory includes Colorado, Missouri, Kansas, and Arkansas and requires extensive travel across the assigned region.

Company

hirify.global Fund Advisors provides investment solutions rooted in academic research and evidence-based investing.

What you will do

• Lead sales and territory management for wirehouse-affiliated financial advisors.
• Generate new advisor relationships and deepen existing partnerships to increase net new assets, revenues, and market share.
• Help financial advisors streamline their practices, navigate platform transitions, and move toward fee-based advisory models.
• Present hirify.global’s investment philosophy, products, and performance at advisor meetings, conferences, and branch sessions.
• Coordinate with product specialists and client relationship teams to address complex advisor needs.
• Coach and mentor junior team members while representing hirify.global’s brand and investment theory in the marketplace.

Requirements

• Extensive financial services experience, particularly in external wholesaling or sales.
• Bachelor’s degree required; MBA, CFA, or CIMA designation strongly preferred.
• Established relationships with Merrill, Morgan Stanley, UBS, or Wells Fargo advisors in Colorado, Missouri, Kansas, and Arkansas.
• Strong knowledge of investments, capital markets, asset allocation theory, and evidence-based investing.
• Demonstrated success exceeding net new asset targets and expanding territory market share.
• Immigration sponsorship is not available. SIE, Series 7, and Series 63 or 66 licenses are required; SIE and Series 7 must be obtained within the first 12 weeks of employment.

Nice to have

• An established network of high-production, fee-based financial advisors.
• Ability to explain factor-based investing and capital markets theory clearly to sophisticated advisor teams.
• Experience presenting investment products and philosophy to both small and large groups.

Culture & Benefits

• Comprehensive benefits supporting employees, families, and careers.
• Educational initiatives and development opportunities.
• Work involving extensive in-person territory management combined with virtual communication.
• Environment emphasizing proactive relationship building, innovation, and measurable commercial results.