Regional Director, Great Plains Region (Town of Texas)

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.