Practice Business Manager (Financial Services)

Location: Houston, Texas, United States; resident workstyle

Company

hirify.global provides financial services through branches, financial advisors, investment products, and advisory platforms.

What you will do

• Lead strategic planning to control expenses, improve productivity, increase operational efficiency, and support practice revenue growth.
• Direct daily branch practice operations, client service procedures, account inquiries, and coordination of client requests.
• Coordinate workflow with home office personnel and oversee support-staff workloads and assignments.
• Plan practice projects and client or prospect events, including activities designed to generate business returns.
• Source, evaluate, and develop relationships with prospective financial advisors; prepare production analyses and proposals.
• Coordinate advisor onboarding and transitions while supporting product sales, referral sources, and targeted business development campaigns.

Requirements

• Bachelor’s degree in a related field, such as business administration or finance, plus at least three years of financial services experience, or an equivalent combination of education, experience, and training.
• Series 7 license required.
• SIE required unless an exemption or grandfathering provision applies.
• Series 63, 65, and/or 66 required as applicable to the state, with the ability to obtain additional state registrations when needed.
• Ability to manage client service, branch operations, recruiting, sales support, and moderately complex business issues.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid time off may include vacation, holidays, sick leave, and parental leave.
• Travel is expected to be less than 25%.
• Working principles emphasize developing, collaborating, deciding, delivering, and improving.
• People-first culture focused on integrity, independence, client service, and respect for individual backgrounds.