Branch Manager (Houston, TX) (Financial Services)

Location: Houston, Texas, United States; resident workstyle

Company

hirify.global provides financial services through retail branch offices and operates with a focus on client service, integrity, independence, and long-term decision-making.

What you will do

• Manage branch structure, strategic planning, growth initiatives, sales goals, revenue, and expense budgets.
• Oversee compliance with firm policies, regulatory requirements, and applicable employment regulations.
• Review client accounts and documentation, resolve complaints, and service clients within a personal book of business.
• Supervise daily trading and office activities, staffing levels, workflow, and cross-training.
• Coordinate registrations, continuing education, licensing, performance reviews, and personnel development.
• Support seminars, client events, product communication, community affairs, and the recruitment and retention of financial advisors and support staff.

Requirements

• Bachelor’s degree or an equivalent combination of experience, education, and training.
• At least three years of experience in a financial services firm; the role lists 10–15 years of general experience and 6–10 years of management experience.
• Required securities licenses include SIE, Series 7, Series 9 and 10 or Series 8, plus Series 63 and 65 or Series 66 as required by the state.
• Life, Health, and Variable Annuity Insurance Licenses are required; an NFA Commodities License is required if commodities trading is conducted at the branch.
• Knowledge of financial markets, banking, accounting, investment products, financial planning, compliance, and regulatory requirements.
• Ability to lead staff, communicate professionally, manage changing priorities, resolve problems, and maintain a high level of customer service.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Less than 25% travel is expected.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Work culture emphasizes client-first service, integrity, independence, accountability, professional development, and respect for individual backgrounds.