Responsible for driving service excellence, managing daily operations, and ensuring compliance ... in financial services • Experience in transfer agency, brokerage operations, or investment ...
Responsible for driving service excellence, managing daily operations, and ensuring compliance ... in financial services • Experience in transfer agency, brokerage operations, or investment ...
... or financial center clientele Provides coaching and feedback to referral partners based on ... Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
... or financial center clientele Provides coaching and feedback to referral partners based on ... Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Relationship Banker - PA North Market
Southampton, MA · On-site
$18.25 - $23.75/hr
Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly ...
Relationship Banker - PA North Market
Southampton, MA · On-site
$18.25 - $23.75/hr
Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly ...
Senior Accounting Analyst, Financial Operations - Treasury and Expenses
Hartford, CT · On-site
$72K - $96K/yr
Manage supplier invoice workflow for assigned legal entities including the initial data classification of invoices working in collaboration with FP&A, Procurement and cost center managers to ensure ...
Senior Accounting Analyst, Financial Operations - Treasury and Expenses
Hartford, CT · On-site
$72K - $96K/yr
Manage supplier invoice workflow for assigned legal entities including the initial data classification of invoices working in collaboration with FP&A, Procurement and cost center managers to ensure ...
Senior Accounting Analyst, Financial Operations - Treasury and Expenses
Hartford, CT · On-site
$72K - $96K/yr
Manage supplier invoice workflow for assigned legal entities including the initial data classification of invoices working in collaboration with FP&A, Procurement and cost center managers to ensure ...
Senior Accounting Analyst, Financial Operations - Treasury and Expenses
Hartford, CT · On-site
$72K - $96K/yr
Manage supplier invoice workflow for assigned legal entities including the initial data classification of invoices working in collaboration with FP&A, Procurement and cost center managers to ensure ...
(USA) Auto Care Center Coach
Chicopee, MA · On-site
Drives sales and financial performance in the Auto Care Center and service area by receiving and ... Management and Leadership through Live Better U and Bellevue University, Experience in automotive ...
(USA) Auto Care Center Coach
Chicopee, MA · On-site
Drives sales and financial performance in the Auto Care Center and service area by receiving and ... Management and Leadership through Live Better U and Bellevue University, Experience in automotive ...
... energy financing, and charitable giving. We operate in the best interest of our customers and ... Manages the Safe Deposit function (where applicable,) including verification of new and closed box ...
... energy financing, and charitable giving. We operate in the best interest of our customers and ... Manages the Safe Deposit function (where applicable,) including verification of new and closed box ...
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Quick apply
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Customer Care Center Specialist
Ware, MA · On-site
$20 - $25/hr
Under the supervision of the Customer Care Center Manager, this position plays an integral role in ... financial needs and goals, and developing quality leads to business partners via telephone and ...
Service Manager
South Windsor, CT · On-site
... the Centre Manager role is all about. So let's jump in, shall we? At Story House Bligh Park, we ... financial bonuses 🧩People centric, health and wellbeing initiatives inc FREE First Aid, CPR and ...
Service Manager
South Windsor, CT · On-site
... the Centre Manager role is all about. So let's jump in, shall we? At Story House Bligh Park, we ... financial bonuses 🧩People centric, health and wellbeing initiatives inc FREE First Aid, CPR and ...
... the Centre Manager role is all about. So let's jump in, shall we? At Story House Bligh Park, we ... Above award pay Dedicated leadership program with financial bonuses People centric, health and ...
... the Centre Manager role is all about. So let's jump in, shall we? At Story House Bligh Park, we ... Above award pay Dedicated leadership program with financial bonuses People centric, health and ...
Thrivent is a different kind of financial services firm, one that puts generosity at the center of ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...
Thrivent is a different kind of financial services firm, one that puts generosity at the center of ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager Qualifications * Degree in ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager Qualifications * Degree in ...
Develop expertise of MassMutual's advisor platform and resources in relation to center of excellence and spearhead enhancements * Lead the Financial Management strategic imperative, helping financial ...
Develop expertise of MassMutual's advisor platform and resources in relation to center of excellence and spearhead enhancements * Lead the Financial Management strategic imperative, helping financial ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager * Degree in Physical ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager * Degree in Physical ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager Qualifications * Degree in ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager Qualifications * Degree in ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager Qualifications * Degree in ...
Physical Therapist
Enfield, CT · On-site
$100K/yr
Ease the Burden : Our student debt benefit program helps alleviate the financial pressure of ... Attend/participate in center meetings as directed by the center manager Qualifications * Degree in ...
Thrivent is a different kind of financial services firm, one that puts generosity at the center of ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...
Thrivent is a different kind of financial services firm, one that puts generosity at the center of ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...
Financial Center Manager information
See Springfield, MA salary details
$30.4K - $38.3K
6% of jobs
$38.3K - $46.2K
0% of jobs
$46.2K - $54.2K
4% of jobs
$62K is the 25th percentile. Wages below this are outliers.
$54.2K - $62.1K
15% of jobs
$62.1K - $70K
11% of jobs
The median wage is $76K / yr.
$70K - $78K
19% of jobs
$78K - $85.9K
16% of jobs
$85.9K - $93.8K
0% of jobs
$93.8K - $101.7K
0% of jobs
$101.7K - $109.7K
0% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$109.7K - $117.6K
29% of jobs
$30.4K
$85.6K
$117.6K
How much do financial center manager jobs pay per year?
What is the difference between Financial Center Manager vs Financial Advisor?
| Aspect | Financial Center Manager | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a Series 7, 63, or 66 license, and sometimes a CFP certification | Often requires Series 7, 63, or 66 licenses, CFP or other certifications |
| Work Environment | Manages a branch or office, overseeing staff and operations | Works directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Banking or financial institutions, managing branch teams | Financial services firms, providing personalized financial advice |
While both roles require similar licenses and work within financial services, a Financial Center Manager focuses on branch operations and team management, whereas a Financial Advisor concentrates on client financial planning and investment advice.
What is a financial center manager?
How does a financial center manager typically collaborate with team members to achieve branch goals?
What skills and qualifications are needed to thrive as a financial center manager?

Full-time
Re-posted 8 days ago
Job description
Location: Hartford, CT (Onsite)
Schedule: Monday-Friday, 8AM-6PM EST (shifted hours)
Overview
Lead a team of contact center specialists supporting transfer agency operations. Responsible for driving service excellence, managing daily operations, and ensuring compliance while handling escalations and improving client experience
Key Responsibilities
• Supervise and coach a team to meet service, quality, and productivity goals
• Oversee shareholder transactions (purchases, redemptions, exchanges, account updates)
• Manage escalations and ensure high-quality client service
• Monitor performance metrics (SLAs, NPS, quality) and drive improvements
• Ensure compliance with regulatory and internal policies
Required Qualifications
• Supervisor or Team Lead experience in a contact center environment (REQUIRED)
• 4+ years of customer service experience, preferably in financial services
• Experience in transfer agency, brokerage operations, or investment services (REQUIRED)
• Strong leadership, communication, and problem-solving skills
• Ability to work onsite and flexible shifts between 8AM-6PM EST
About
In the perfect storm of technology forces shaping the business world, the question is not whether companies need to adapt to stay competitive but which tech partner to trust for long-term business improvement and transformation needs.
That's why iShare was founded: to be that credible IT partner that cuts through the buzzword clutter to deliver real value by real people. And that starts with doing the basics right.
Who We Are
Based in New Jersey, iShare is a boutique IT consulting firm with strategic advisory, development, and staffing services designed for specific industry verticals. iShare was founded to fill a real market need - with so much noise about cloud, big data, and information security, companies today are adopting software product after product and losing sight of which they need and why, while what they really need is credible consulting that takes the time to understand their company's unique scenario and requirement, and then architect a solution accordingly.
Recognizing this gap, senior industry executives put their credibility on the line to form iShare and ensure they create a fulfilling experience with lasting value for all stakeholders - customers, employees and partners. iShare leadership team has 20+ years average IT experience and is well-rounded in technology, operations, account and customer management. Our experience spans C-Suite positions with Fortune 100 firms as well as mid-tier firms. Our background includes stints at multibillion-dollar ITO / BPO firms as well as startups.