Regional Manager, Wealth

Location: Dauphin Street / I-65, Mobile, Alabama, United States

Company

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

What you will do

• Manage multidisciplinary Wealth Management teams across multiple markets and geographies.
• Establish sales goals, regional strategies, performance-monitoring systems, forecasts, and budgets.
• 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 relationships, referral networks, centers of influence, and new business opportunities.
• Lead team supervision, including hiring, training, performance management, work allocation, and issue resolution.

Requirements

• Bachelor’s degree, preferably 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.
• Series 24, Series 7, Series 66 or Series 65 and Series 63, plus applicable Life and Health licenses, are strongly preferred.

Nice to have

• Graduate degree, Certified Financial Planner (CFP), or Certified Wealth Strategist (CWS) certification.
• 10 years of management experience.

Culture & Benefits

• Work includes collaboration with personnel at all organizational levels.
• Travel may be required to perform essential job functions.
• The role requires working under stress, meeting deadlines, and operating related equipment.
• Equal employment opportunity and affirmative action policies apply.