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Financial Services Executive information

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$47.5K

$98.8K

$206.5K

How much do financial services executive jobs pay per year?

As of Jul 14, 2026, the average yearly pay for financial services executive in the United States is $98,757.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $134,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Services Executive, and why are they important?

To thrive as a Financial Services Executive, you need a solid background in financial analysis, risk management, and regulatory compliance, often supported by a degree in finance, business, or a related field. Familiarity with financial modeling tools, CRM systems, and certifications like CFA or CFP are typically required. Exceptional leadership, client relationship management, and strategic communication skills set top performers apart in this role. These capabilities enable executives to drive business growth, ensure regulatory adherence, and build lasting client trust in a highly competitive industry.

What are some typical challenges Financial Services Executives face when managing client portfolios?

Financial Services Executives often encounter challenges such as balancing diverse client risk profiles, staying current with regulatory changes, and adapting to fluctuating market conditions. Managing client expectations while delivering tailored financial solutions requires strong communication and analytical skills. Additionally, executives must collaborate closely with compliance teams and other financial professionals to ensure all recommendations align with industry standards and client objectives.

What are Financial Services Executives?

Financial Services Executives are professionals who provide clients with advice and solutions on financial products and services, such as investments, insurance, banking, and wealth management. They often work for banks, investment firms, or insurance companies, helping individuals or businesses manage their finances and achieve their financial goals. Their responsibilities include assessing client needs, recommending appropriate financial products, managing portfolios, and ensuring regulatory compliance. Strong communication, analytical skills, and up-to-date industry knowledge are essential for success in this role.

What is the difference between Financial Services Executive vs Financial Advisor?

AspectFinancial Services ExecutiveFinancial Advisor
CredentialsVaries; often includes degrees in finance or business, certifications like CFA or CFPTypically requires CFP, Series 7, Series 66, or similar licenses
Work EnvironmentCorporate offices, financial institutions, or consulting firmsIndividual client meetings, financial planning firms, banks
Employer & Industry UsageFinancial institutions, corporations, consulting firmsFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding leadership roles in finance, strategic decision-makingClient-focused financial planning, investment advice

The main difference is that a Financial Services Executive typically holds a leadership role within financial organizations, focusing on strategic management and business growth. In contrast, a Financial Advisor primarily works directly with clients to provide personalized financial planning and investment advice. Both roles require relevant certifications and industry experience, but their work environments and responsibilities differ significantly.

What cities are hiring for Financial Services Executive jobs? Cities with the most Financial Services Executive job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services Executive jobs? States with the most job openings for Financial Services Executive jobs include:
Financial Services Executive jobs near you
Infographic showing various Financial Services Executive job openings in the United States as of July 2026, with employment types broken down into 1% Internship, 90% Full Time, 6% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $98,757 per year, or $47.5 per hour.

Financial Services Executive - Community Credit Union

Levo Federal Credit Union

Hartford, SD • On-site

$145K - $242K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Senior Vice President of Member Services
Lead with Purpose. Serve the Community. Elevate the Member Experience.
Levo Credit Union is seeking a collaborative and strategic Senior Vice President of Member Services to help lead our continued growth and expand our impact. As a key member of our senior leadership team, this role will guide the strategy and execution of branch operations, lending, and recovery services, ensuring exceptional service while maintaining financially strength and operational efficiency.
This is an opportunity to join a community-focused credit union where relationships matter, employees are empowered, and members remain at the center of every decision.
Levo is dedicated to improving the financial well-being of our members and strengthening the communities we serve. As a trusted financial partner in Sioux Falls and the surrounding region, we deliver personalized service, innovative solutions, and a culture grounded in integrity, respect, accountability, and service. Our mission to improve lives by providing relevant financial services, building trusted relationships, supporting our communities, and fostering a rewarding workplace for our employees.
Reporting to the Executive VP of Strategy and Service, the SVP will lead branch services, virtual banking (service center), consumer and commercial lending, and recovery/collections. This role is critical in delivering a consistent, high quality member experience across all channels, aligning operations with long term growth goals, and strengthening performance, efficiency, and service delivery. The SVP role is essential to lead and collaborate with leaders across key operational areas to elevate member service, growth of the credit union, and ensure financial success.
Key Responsibilities
  • Lead enterprise-wide operational strategy, aligning branch services, service center, lending, and recovery with organizational goals
  • Champion a member-first culture across all channels
  • Drive operational excellence through process optimization and workforce strategy
  • Use KPIs to drive performance, profitability, and member outcomes
  • Oversee lending strategy, portfolio performance, and product development
  • Lead recovery and collections strategy to support financial strength
  • Ensure regulatory compliance and alignment of policies and procedures
  • Leverage data, technology, and market insights to guide decisions and identify growth opportunities
  • Oversee budgeting and resource allocation, to support strategic objectives
  • Build and develop high-performing leadership teams
  • Represent the organization through community engagement and partnerships

Requirements
  • 8-10+ years of progressive leadership experience in credit union, banking, or financial services
  • Strong expertise in lending, recovery efforts, branch operations, and/or member service delivery
  • Proven ability to lead teams and execute strategic initiatives
  • Experience using data and analytics to improve performance
  • Solid understanding of regulatory compliance and risk management
  • Collaborative leadership style with a commitment to community impact
  • Strong communication, relationship-building, and decision-making skills
Keywords: Credit Union Executive Jobs, SVP Operations, Banking Leadership Careers, Lending Leadership, Branch Operations Management, Financial Services Executive, Sioux Falls Jobs, Community Banking Careers
Salary Description
$145,000-$242,000 Annual Salary

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