Regional Wealth Manager (Wealth Management)

Location: Kirby - Houston, TX, United States

Company

hirify.global is a banking organization providing wealth management and related financial services across multiple markets.

What you will do

• Lead and coordinate multidisciplinary Wealth Management Teams across multiple markets and geographies.
• Establish sales goals, growth strategies, financial forecasts, budgets, and performance-monitoring systems.
• Implement the One Wealth model, competitive benchmarks, and the bank’s target operating model.
• Maintain regulatory compliance, risk management policies, financial controls, and operational standards.
• Develop client, referral, community, and civic relationships to generate new business.
• Supervise, train, evaluate, and support associates while advising clients and potential clients.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• At least 10 years of related Private Banking or Wealth Management experience.
• At least 7 years of management experience; 10 years preferred.
• Advanced communication, presentation, training, client service, analytical, and organizational skills.
• Experience with Microsoft Word, Excel, Access, and PowerPoint.
• Ability to travel as required, work under stress, meet deadlines, and perform essential physical duties.

Nice to have

• Graduate degree, Certified Financial Planner (CFP), or Certified Wealth Strategist (CWS) certification.
• Series 24, Series 7, Series 66, or Series 65 and Series 63 licenses.
• Life and Health licenses for the states where business is conducted.

Culture & Benefits

• Full-time employment with responsibility for regional wealth management operations.
• Focus on integrity, professionalism, quality, exceptional client service, and regulatory compliance.
• Opportunity to work with private banking, trust, advisory, investment consulting, and administrative professionals.
• Equal opportunity employment under applicable federal, state, and local laws.

Hiring process

• Applicants create or sign in to an account to submit and manage their application.
• Application updates and correspondence are sent to the email address associated with the account.