Hiive · 1 month ago
West Coast Regional Director, Wealth Management
United States
Full-time
Remote
Lead/StaffHiive is a fintech/marketplace startup recognized as one of Canada’s top startups, seeking to scale its high-performing team. The West Coast Regional Director, Wealth Management will drive growth by sourcing and developing relationships with influential financial institutions, while managing sales execution and expanding the firm's footprint across the West Coast Wealth Channel.
Financial ServicesInformation Technology
Responsibilities
Develop and execute a regional sales strategy consistent with growth goals, driving the overall sales in the territory and expanding the firm's footprint across the West Coast Wealth Channel
Building expertise in the secondary market for pre-IPO securities; understanding market dynamics, key participants, and the role of Hiive. Educating advisors on current and new alternative investment solutions, market conditions, and the firm's sophisticated marketplace offering
Cultivate and Strengthen Advisor Relationships through high-quality interactions, proactive outreach, follow-up on new business, and superior service and support
Effectively manage the assigned territory, tracking performance, identifying trends, and implementing data-driven approaches for improved results
Maintain and leverage CRM (Salesforce) to track all sales activities, analyze data, and optimize engagement and outreach strategies
Attend meetings, industry events, and conferences to meet potential clients and represent the firm
Qualification
Required
Requires a Bachelor's degree and mandatory FINRA Series 7 & 63 licenses
Consistently exceeded annual sales goals and targets quality client contacts, demonstrating sales leadership in new product launches and maintaining a diversified business mix
Possesses a strong understanding of investment products and can proficiently communicate how complex investment solutions fit into an asset allocation
Persuasive sales professional with demonstrated success in developing deep client relationships combined with exceptional verbal and written communication abilities
Thrives in a dynamic, entrepreneurial, and rapidly growing organization, demonstrating a strong interest in alternative investments and capital markets
Benefits
Highly competitive salary commensurate with experience and contribution.
Opportunity to participate in ownership of a rapidly growing early-stage startup through our employee stock option plan.
An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Hiive Womens’ Network events.
Significant opportunities for growth into team leadership and management roles.
Entrepreneurial culture and a small and dynamic team.
Company
Hiive
Hiive is the marketplace for private stock.
Founded in 2021
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$4.17MKey Investors
Uncorrelated Ventures
2023-10-17Series A· $4.17M
Leadership Team
Stuart Eccles
Co-Founder & CPTO
Recent News
2025-10-27
Digital Journal
2025-08-29
2025-07-26
Company data provided by crunchbase