Wealth Management Center Manager (Houston, TX, US, 77056)

HSBC
Houston
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Sales management","Coaching","Planning","Performance management","Customer service","Influencing","Communication"]

Lead a wealth office in Houston by driving Premier customer acquisition, net new deposit growth, and wealth penetration across investments and insurance. Translate the IWPB plan into clear sales goals and a disciplined prospecting cadence, coaching licensed sales professionals and ensuring strong pipeline hygiene and conversion tracking. Oversee sales and servicing activity in a regulated environment with operational integrity, while expanding market opportunity through business development, community engagement, and referral partnerships.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

Wealth Management Center Manager (Houston, TX, US, 77056)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Lead a wealth office in Houston by driving Premier customer acquisition, net new deposit growth, and wealth penetration across investments and insurance. Translate the IWPB plan into clear sales goals and a disciplined prospecting cadence, coaching licensed sales professionals and ensuring strong pipeline hygiene and conversion tracking. Oversee sales and servicing activity in a regulated environment with operational integrity, while expanding market opportunity through business development, community engagement, and referral partnerships.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Deliver the office sales scorecard for Premier acquisition, deposit growth (net new money), and wealth penetration across your team.
  • •Drive new-to-bank and new-to-wealth outcomes through business development, community/center-of-influence engagement, and referral partnerships.
  • •Embed a planning-led wealth management strategy to convert needs into solutions and increase share of wallet.
  • •Oversee sales and servicing activity across wealth office financial services products, ensuring opportunities in deposits, investments, and protection are identified and progressed.
  • •Implement the IWPB plan, including sales goals, performance management, disciplined prospect management, and weekly/monthly cadence, pipeline hygiene, and conversion tracking.

Key Requirements

  • •Proven wealth management experience with demonstrated sales growth across customer acquisition, deposits, and wealth solutions.
  • •FINRA Series 7, 63, 65 or 66, and 9 and 10 licensing required.
  • •Life and Health insurance licenses (or willingness to sponsor).
  • •Strong sales management and coaching experience for licensed sales professionals, including pipeline discipline and conversion management.
  • •Strong planning and performance management to sustain disciplined daily sales activity and improve acquisition, deposit growth, and wealth penetration.
Experience:Wealth managementBankingFinancial servicesPremier banking
Skills:Sales managementCoachingPlanningPerformance managementCustomer serviceInfluencingCommunication
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66FINRA Series 9FINRA Series 10Life and Health insurance licenses

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn