Wealth Office Sales Manager (Houston, TX, US, 77056)

HSBC
Houston
Workplace: OnsiteFull timeFunction: SalesSkills: ["Sales management","Coaching","Pipeline management","Planning","Performance management"]

Lead the performance of a Wealth Office by driving Premier customer acquisition, net-new deposits, and wealth product penetration. Translate the International Wealth & Premier Banking plan into clear sales goals and disciplined prospect management, with strong coaching and operational integrity across servicing activities. Expand market opportunity beyond the local footprint through business development, community engagement, and referral partnerships, while maintaining scorecard delivery through weekly/monthly cadence and pipeline hygiene.

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FursaFursa
HSBC
HSBC
19 hours ago

Wealth Office Sales Manager (Houston, TX, US, 77056)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Lead the performance of a Wealth Office by driving Premier customer acquisition, net-new deposits, and wealth product penetration. Translate the International Wealth & Premier Banking plan into clear sales goals and disciplined prospect management, with strong coaching and operational integrity across servicing activities. Expand market opportunity beyond the local footprint through business development, community engagement, and referral partnerships, while maintaining scorecard delivery through weekly/monthly cadence and pipeline hygiene.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Deliver the office sales scorecard, including Premier acquisition, net new money/deposit growth, and wealth penetration.
  • •Drive new-to-bank and new-to-wealth outcomes via 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.
  • •Lead sales and servicing activity across wealth office products, ensuring opportunities progress for deposits, investments, and protection.
  • •Implement the IWPB plan with structure, sales goals, performance management, and disciplined weekly/monthly sales cadence, pipeline hygiene, and conversion tracking.

Pay and Benefits

Perks:Wellness Stipend

Key Requirements

  • •Proven wealth management experience with results in sales growth across acquisition, deposits, and wealth solutions.
  • •FINRA Series 7, 63, 65 or 66, plus 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 skills to sustain disciplined daily sales activity and measurable improvements.
Experience:Wealth managementPremier banking
Skills:Sales managementCoachingPipeline managementPlanningPerformance management
Licenses:Life and Health insurance license
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66FINRA Series 9FINRA Series 10

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