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Financial Services Manager Jobs in Texas (NOW HIRING)

HOLT Group

Financial Services Manager

San Antonio, TX · On-site

$77K - $100K/yr

Financial Services Manager Department: Finance and Bus Resources (FIN) Employment Type: Full Time Location: San Antonio Description This position is responsible for leading, overseeing and optimizing ...

HOLT Group

Financial Services Manager

San Antonio, TX · On-site

Additionally, the Financial Services Manager is responsible for maintaining a strong DSO and mitigating losses while delivering Legendary Customer Service to internal and external customers. The ...

Blackstone Talent

Be Seen First

Research & Information Services Manager - Financial Services

Houston, TX · On-site

$90K - $130K/yr (+ commission)

Competitive Salary + Exceptional Benefits Opportunity A highly respected and established financial services organization is seeking an experienced Research & Information Services Manager to lead its ...

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Spectrum Financial Group

$50 - $70/hr

As a Financial Services Associate, you'll help individuals and families improve their financial ... Team Leader / Manager * Specialist roles (retirement, wealth strategies, etc.) Why Join Us We ...

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All JobsFinancial Services JobsFinancial Services Manager JobsFinancial Services Manager Jobs in Texas

Financial Services Manager information

See Texas salary details

$36.3K

$98.9K

$138.3K

How much do financial services manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial services manager in Texas is $98,904.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,900.00 and $108,500.00 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 are the most commonly searched types of Financial Services jobs in Texas?

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

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

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

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in Texas as of August 2026, with employment types broken down into 93% Full Time, and 7% Temporary. Highlights an 100% In-person job distribution, with an average salary of $98,904 per year, or $47.5 per hour.

Financial Services Manager

HOLT Group

San Antonio, TX • On-site

$77K - $100K/yr

Full-time

Posted 23 days ago

Job description

Financial Services Manager
Department: Finance and Bus Resources (FIN)
Employment Type: Full Time
Location: San Antonio
Description
This position is responsible for leading, overseeing and optimizing collections within Holt Group. Additionally, the Financial Services Manager is responsible for maintaining a strong DSO and mitigating losses while delivering Legendary Customer Service to internal and external customers.
The incumbent in this position is expected to model the following practices daily:
  • Demonstrate alignment with the company's mission and core business values
  • Collaborate with key internal/external resources
  • Participate in ongoing self-development

Essential Functions
  • Develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS)
  • Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
  • Leads and develops team members in alignment with Holt's values and provides team with the training, tools and resources needed to be successful
  • Monitors aging, DSO and cash flow to identify gaps, drive strategy execution and improve overall performance
  • Establishes and monitors key performance indicators, goals and processes to improve collector performance and collections efficiency
  • Assigns, delegates, and coordinates work to ensure department objectives are met
  • Provides detailed and accurate reports regularly and presents topics to team members, peers, and leadership as needed
  • Collaborates with leadership and cross-functional teams to improve processes and achieve enterprise and departmental goals
  • Builds strong working relationships with the sales/operations teams and conduct/attend meetings regularly to improve alignment and partnership
  • Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
  • Performs other duties as assigned

Knowledge, Skills, and Abilities
  • Demonstrated knowledge of general accounting and billing procedures
  • Demonstrated knowledge of the State of Texas requirements and guidelines for filing Mechanic Liens
  • Advanced proficiency in PC software and Microsoft 365 (ex. Excel, PowerPoint, Word, etc.)
  • Analytical, problem-solving skills and attention to detail; ability go to root causes of problems to take corrective and preventive actions
  • Must have excellent communication skills, both written and verbal
  • Must be accountable and follow through on commitments and act with a clear sense of ownership
  • Ability to build and strengthen relationships through positive interactions within the team, our customers, and our vendors
  • Must be self-motivated with the ability to stay focused on achieving targets, whether working independently or partnering with colleagues
  • Must possess the ability to work well in teams and with colleagues at all levels throughout the organization
  • Demonstrated expertise in managing day-to-day operations along with overseeing special projects
  • Ability to read, write, listen to and understand information and ideas presented through spoken words and sentences

Requirements
Education and Experience:
  • Bachelor's degree in finance, accounting or business or comparable equivalent experience required
  • Minimum three years of experience in commercial collections required
  • Minimum three years of experience in a leadership role
  • Experience in construction or equipment rental industry strongly preferred
  • Experience with Microsoft Dynamics 365, Power BI, GETPAID, Billtrust and/or Salesforce preferred

Supervisory Responsibilities:
  • Responsibilities include, but are not limited to interviewing, hiring, and training employees; planning and assigning work; coaching and development; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Travel:
  • Travel up to 10% may be required.

Physical Requirements:
  • This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
  • Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
  • Occasionally moves materials or equipment weighing up to 25 lbs.
  • This role frequently communicates with others, must be able to exchange accurate information in these situations
  • This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and copy machines

Work Environment:
  • This job is generally performed in a professional office environment.
  • Frequently works at fast pace with unscheduled interruptions.

Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

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