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Job 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 represent a distinctive investment philosophy in a dynamic market environment.
What You’ll Do
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
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
What You Bring
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
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
Why Join Brandes
As you get to know Brandes you will quickly recognize that value is at the very heart of everything we do. Value refers to our investment style as well as how we engage with the colleagues who work at the firm.
We often say that Brandes is purpose built for value. We believe this focus on value – valuing businesses and valuing our colleagues – sets us apart from many of our competitors. Our focus on value leads to our clients receiving consistent and reliable exposure to value investing. This is an opportunity to have a meaningful impact managing your own territory and to be a part of a firm that values colleagues and creates an environment that supports our mission to “be an exceptional firm which provides superior investment advisory services in an atmosphere of accomplishment and enjoyment”.
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.
Our Workplace
We are looking for dynamic and self‑motivated people with differing perspectives and experiences to roll up their sleeves and become part of a team culture that places a high value on mutual respect. At Brandes, you will work in an environment where colleagues can connect, thrive, and grow, and where we value our clients and place their interests ahead of our own. As part of our inclusive workplace, we take a holistic approach to benefits. You’ll have access to comprehensive benefits and programs that support the health, wellbeing, and development of our team members across all stages of their life and career. Team members enjoy competitive pay, firm‑contributed retirement plans, support for all family types, and policies rooted in respect. You look after our clients and Brandes helps take care of you.
Comprehensive medical, dental, and vision (HSA and FSA options)
Fertility benefits, telemedicine, and mental health support
Generous PTO, holidays, and parental leave
401(k) match and profit sharing with employer contributions
Company HSA contributions
Life, disability, critical care, and pet insurance
Wellness & Community
Fitness benefits, wellness programs, and employee‑led resource groups
Paid time off to volunteer in your community
Employee Assistance Program (EAP) and mental health resources
Growth & Development
CFA sponsorship and generous tuition reimbursement
Internal mobility
Join Us
If you’re a relationship‑driven sales professional who thrives in a consultative environment and wants to represent a differentiated, time‑tested investment philosophy grounded in decades of discipline, connect with us.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.