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Financial Services Manager Jobs in Indiana (NOW HIRING)

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Financial Services Manager information

See Indiana salary details

$37.1K

$101K

$141.3K

How much do financial services manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial services manager in Indiana is $101,018.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,700.00 and $110,900.00 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 are the most commonly searched types of Financial Services jobs in Indiana?

The most popular types of Financial Services jobs in Indiana are:

What cities in Indiana are hiring for Financial Services Manager jobs?

Cities in Indiana with the most Financial Services Manager job openings:

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $101,018 per year, or $48.6 per hour.

Patient Financial Services Manager

SOUTHWESTERN AND AFFILIATES

Evansville, IN • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Southwestern Healthcare is currently seeking a Full-Time Patient Financial Services Manager to add to our team of professionals. This position is responsible for managing the daily activities of the Patient Financial Services (PFS) department including staff coverage, smooth operation of the billing and collections workflow, assuring work expectations are met and communication with the Patient Financial Services Director of issues as appropriate.
WHY WORK FOR SOUTHWESTERN?
  • AFFORDABLE Health, Dental, Vision, and Voluntary Life Insurance that starts day ONE of employment!
  • 401K Employer Contribution & Match
  • Student Loan Assistance Program
  • Physical & Financial Wellness Programs
  • Generous Paid Time Off Plan
  • Competitive Total Compensation Program
  • On-site training available for qualified candidates
  • We are GROWING!!!

WHAT IS THIS POSITION RESPONSIBLE FOR?
  • Responsible for the daily activities of Patient Financial Services including coverage, smooth operation of the workflow, assuring work expectations are met, and notifying the Patient Financial Services Director of issues as appropriate.
  • Responsible for development, delivery and training new and current employees.
  • Coordinate the activities of the department in the Director's absence.
  • Reads and interprets transactional data within patient accounts.
  • Comprehends Electronic Data Interchange (EDI) functionality and the general progression of data in the Practice Management System (PMS) and EDI systems. Understands and resolves payer edits and/or rejections.
  • Demonstrates knowledge of medical terminology, CPT, ICD-10, CCI edits, and HIPM regulations.
  • Performs extensive account follow up activities utilizing the PMS. Investigates, analyzes, and resolves problematic and delinquent accounts. Utilizes ancillary applications and websites as a tool to retrieve medical documentation, claim status, eligibility, billing guidelines, or authorization/referrals to substantiate correct claim submissions, written appeals, or coding reviews.
  • Processes daily and monthly reports, including aging.
  • Assists patients in setting up payment plans. Completes payment plan contracts and follows up to ensure compliance.
  • Bills secondary insurances.
  • Process payments and prepares daily deposit.

MINIMUM QUALIFICATIONS
  1. High School Diploma or GED required, with a minimum of five (5) years of experience in Patient Accounts. Secondary education preferred.
  2. Prior supervisory experience in billing is preferred but not required.
  3. Strong working knowledge of Electronic Medical Records (EMR) systems is required.
  4. Excellent communication and organizational skills are a must.

If you are interested in joining a fun, friendly, innovative team, apply today!
EOE/AA including Veterans and Disabled.
If you are a person with a disability needing assistance with the application process, please call (812) 435-2057.

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