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Financial Services Manager Jobs (NOW HIRING)

New York Life Insurance

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Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

Centstone HC

Patient Financial Services Manager

Dover, DE · On-site

$82K - $128K/yr

Patient Financial Services Manager Location: Dover, Delaware Pay Rate: $82,950.40 - $128,564.80 Annually Contract: Permanent Full-Time Schedule: Days | Full-Time Experience: Minimum 5 Years in ...

Nsu

Financial Services Manager II

Campus, IL · On-site

$78K - $85K/yr

This position oversees ticketing operations, administers the University's ticketing services contract, performs account reconciliations, prepares financial reports, monitors budgets, manages accounts ...

regency

Manager, Financial Services

Atlanta, GA · Hybrid

$85K - $112K/yr

The Manager of Financial Services will manage the inherent risks in the underwriting, financial analysis, and due diligence functions associated with the acquisition, development, and/or re ...

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Financial Services Manager information

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$39K

$106.2K

$148.5K

How much do financial services manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for financial services manager in the United States is $106,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What is a financial services manager?

A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.

What does a financial services manager do?

A Financial Services Manager oversees financial operations, manages client accounts, and provides guidance on financial products and services such as loans, investments, and insurance. They work to ensure that clients receive sound financial advice tailored to their needs and goals. Additionally, they may supervise a team of financial advisors or analysts, maintain compliance with regulations, and help drive business growth by identifying new opportunities. Their role is crucial in helping both individuals and businesses make informed financial decisions.

What are the key skills and qualifications needed to thrive as a financial services manager, and why are they important?

To thrive as a Financial Services Manager, you need strong financial analysis, risk assessment, and portfolio management skills, often supported by a degree in finance, accounting, or business administration. Familiarity with financial management software, CRM systems, and certifications such as CFA or CFP is highly beneficial. Leadership, client relationship management, and effective communication are essential soft skills for excelling in this role. These competencies ensure accurate financial guidance, regulatory compliance, and the building of trust with clients, all of which drive organizational success.

What are some common challenges financial services managers face when leading teams in a dynamic financial environment?

Financial Services Managers often navigate challenges such as balancing sales targets with compliance requirements, adapting to rapidly changing financial regulations, and ensuring their team remains motivated and well-trained. They also need to foster strong client relationships while managing internal expectations and workflows. Effective communication and the ability to quickly resolve conflicts within the team are essential for maintaining productivity and meeting organizational goals.

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

AspectFinancial Services ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, or Series 7 certifications common
Work EnvironmentTypically in banks, financial institutions, or corporate finance departmentsUsually in financial planning firms or independent practice
Employer & Industry UsageUsed by banks, investment firms, and corporationsCommonly employed by financial planning firms and advisory firms
Primary FocusOverseeing financial services operations and client portfoliosProviding personalized financial advice and planning to clients

The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.

More about Financial Services Manager jobs

What cities are hiring for Financial Services Manager jobs?

Cities with the most Financial Services Manager job openings:

What are the most commonly searched types of Financial Services jobs?

The most popular types of Financial Services jobs are:

Who are the top companies hiring for Financial Services Manager jobs?

The top employers for Financial Services Manager jobs are:

What states have the most Financial Services Manager jobs?

States with the most job openings for Financial Services Manager jobs include:

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $106,160 per year, or $51 per hour.

Financial Services Manager

Healthcare Services Group, Inc.

Bensalem, PA • Hybrid

$84K - $111K/yr

Full-time

Posted 3 days ago

New

Healthcare Services Group rating

5.0

Company rating: 5.0 out of 10

Based on 482 frontline employees who took The Breakroom Quiz

232nd of 256 rated facilities management

Job description

Overview

Position Title: Financial Service Manager

Department: Financial Services/ Revenue

Reports To: Senior VP of Financial Services

Status: Exempt/ Full Time/ Hybrid *

Position Summary

Healthcare Services Group, Inc. (HCSG) is seeking a dedicated and experienced Financial Service Manager (FSM) to join our dynamic team. The FSM is assigned to a portfolio of commercial accounts and is responsible for all aspects of billing, credit, and collections for those accounts. The successful candidate will play a crucial role in maintaining the financial health of our organization by engaging with clients, identifying potential issues, and developing strategic plans to minimize risks and optimize receivables collection. This role requires a combination of experience, creativity, and strong verbal and written communication skills.

Position Responsibilities

Client Engagement:

  • The Financial Service Manager works with the sales, operations, legal, HR, and finance teams to ensure that the financial performance of the company’s clients is monitored and proactively managed.
  •  Engages with clients to understand their financial status and potential challenges in order to negotiate favorable terms for receivables collection.
  • Monitors accounts receivable aging reports to identify overdue accounts and coordinates follow-up, clarification, and collection efforts.

Risk Management:

  •  Executes credit/risk analysis to assess client financial stability and prepares Aged Trial Balance reports, conducting necessary financial research to support decision-making processes.
  • Collaborates with internal teams to implement risk management measures.
  • Develops a keen understanding of industry dynamics, especially in Long Term Care and Medicare/Medicaid reimbursements, to anticipate challenges and opportunities for account collection.

Communication:

  • Handles customer service calls related to billing and collections with a focus on excellence.
  • Engages in tactful communication with internal stakeholders and external clients with the ability to discuss intricate financial details clearly and concisely
  • Consistently demonstrates strong written and verbal communication skills

Travel:

  • Client meetings as needed
  • Conferences 

Qualifications

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • 3 to 5 years of proven experience in accounts receivable management and risk mitigation.
  • Excellent communication, negotiation, and customer service skills.
  • Ability to work independently and collaboratively in a team environment.
  • Proficiency in relevant software and financial tools such as Excel
  • Prior experience in the long-term care industry is highly desirable, along with an understanding of Medicare/Medicaid reimbursements
  • Familiarity with the bankruptcy process
  • Strong entrepreneurial spirit
  • Demonstrates integrity and handles private records and sensitive material with strict discretion

What Healthcare Services Group employees say

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