Regional Director, Great Plains Region

We are seeking a high-performing Regional Director (Wholesaler) to lead distribution efforts across the Great Plains territory (OK, KS, NE, SD, ND, IA, and TX; subject to change). This role is ideally based in Texas and is best suited for an experienced external wholesaler with an established network and a track record of consultative, relationship-driven sales.  You will be driving growth in your territory, deepening advisor partnerships, and representing a distinctive investment philosophy in a dynamic market environment.

    • La Jolla, CA
    • Marketing & Client Service
  • Posted:

Description

We are seeking a high-performing Regional Director (Wholesaler) to lead distribution efforts across the Great Plains territory (OK, KS, NE, SD, ND, IA, and TX; subject to change). This role is ideally based in Texas and is best suited for an experienced external wholesaler with an established network and a track record of consultative, relationship-driven sales.  You will be driving growth in your territory, deepening advisor partnerships, and representing a distinctive investment philosophy in a dynamic market environment.

In accordance with California Pay Transparency requirements, the expected annual compensation range (base + commission) when meeting sales targets for this role is $300k - $350k/year, with opportunity to exceed targets.

Responsibilities

Drive Growth and Expand Distribution

  • Lead territory strategy, including business planning, segmentation, and opportunity mapping
  • Generate net new flows while strengthening asset retention
  • Identify and convert new business opportunities aligned with Brandes’ long-term approach
  • Distribute across multiple vehicles (SMAs, UMAs, mutual funds, ETFs, wrap programs)
  • Increase platform presence, grow share-of-wallet, and strengthen partnerships with broker-dealers, platforms, and sub-advisory channels
  • Identify cross-selling opportunities across the investment platform

Build Trusted Relationships

  • Develop and expand relationships with financial advisors, RIAs, and key clients
  • Serve as a primary point of contact and trusted partner
  • Navigate complex client needs including onboarding, servicing, and issue resolution
  • Lead proactive client retention efforts, especially during challenging markets

Deliver Compelling Insights and Stay Ahead of the Market

  • Clearly articulate Brandes’ philosophy, strategies, and market perspective
  • Conduct presentations, portfolio reviews, and market discussions
  • Equip advisors with differentiated ideas to support their client conversations
  • Leverage internal research and thought leadership to deepen engagement
  • Maintain strong knowledge of global markets, portfolio positioning, and competitor offerings
  • Bring field intelligence back to the firm to inform strategy and positioning

Collaborate & Lead

  • Partner across Client Services, Investment, and Marketing teams to deliver results
  • Mentor junior team members and contribute to a high-performing culture
  • Represent Brandes at industry events and client engagements

Operate with Discipline

  • Track activity and pipeline through Salesforce (CRM)
  • Apply data-driven segmentation and structured sales processes
  • Execute campaigns, meetings, and follow-ups with precision

Qualifications

Experience & Credentials

  • 5+ years in investment sales or advisory roles with a strong record of asset growth
  • Experience working with broker-dealers and RIAs
  • Bachelor’s degree preferred (business or related field)
  • SIE, Series 7, and 63/66 (or equivalent); CFA a plus

Commercial & Investment Acumen

  • Proven ability to generate net new flows and grow client relationships
  • Deep knowledge of investment products (mutual funds, ETFs, SMAs, UMAs)
  • Strong understanding of equity markets; value investing experience preferred

Relationship & Communication Skills

  • Exceptional presentation and storytelling abilities
  • Ability to translate complex investment concepts into clear, actionable insights
  • Credibility and influence with sophisticated advisor audiences
  • Positive, team-oriented approach

Execution & Leadership

  • Strategic thinker with a strong bias for action
  • Highly organized with disciplined follow-through
  • Collaborative mindset with experience mentoring or supporting team members
  • Self-starter who thrives in a high-autonomy environment
  • High integrity, professionalism, and accountability
Apply Now

We provide equal opportunity to all qualified applicants.  All candidates will receive consideration for employment without regard to race, color, religion, national origin, sex, gender identity, gender expression, sexual orientation, disability status, protected veteran status, marital status, or any other characteristic protected by law.

We offer a welcome and inclusive environment that values diversity and a culture in which employees feel empowered to share their perspectives.

Brandes Investment Partners, L.P. will not request credit information or reports (or other sensitive information) from a job candidate via email.  Please report any suspicious emails from Brandes at Careers@Brandes.com.

The salary range for this position represents what we reasonably expect to pay at the time of hire. Actual compensation will be based on a variety of factors as permitted by law, including relevant experience, skills, education, and work location. We are committed to equitable and transparent pay practices.