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Financial Services Manager Jobs in Boca Raton, FL

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 ...

Withum

Financial Services Audit Manager

Boca Raton, FL · Hybrid

$110K - $180K/yr

This Financial Services Audit Manager role will be based out of our East Brunswick, NJ, Whippany, NJ, Red Bank, NJ, Orlando, FL, Boca Raton, FL or New York City office . You'll work alongside an ...

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Financial Services Manager information

See Boca Raton, FL salary details

$36.3K

$98.7K

$138K

How much do financial services manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial services manager in Boca Raton, FL is $98,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,700.00 and $108,300.00 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 Boca Raton, FL?

The most popular types of Financial Services jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Financial Services Manager jobs?

Cities near Boca Raton, FL with the most Financial Services Manager job openings:

Financial Services Manager jobs near you

Financial Services Manager

New York Life Insurance

Sunrise, FL • On-site

$60K - $285K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

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Job description

Program Summary:

Are you looking for an opportunity to leverage your past experience to propel your career into management? At New York Life, we invest in you from day one. 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 provide you with extensive training in marketing, business development, and customer relationship management, equipping you with the digital tools and product knowledge needed to build a lucrative, long-term career.

Who We Are Looking For:

We are looking for highly motivated individuals who want to make a lasting impact on the financial well-being of families and small businesses. To qualify for this fast-tracked management program, you must be able to answer "yes" to at least one of the following:

  • Do you have prior sales or managerial experience in another industry?
  • Have you previously run or owned your own business?
  • Do you hold an MBA or an equivalent advanced degree?

Your Career Path:

Phase 1: Financial Professional (First 12 Months) You will start by learning the business firsthand. You will receive top-notch training on our comprehensive suite of products (life insurance, annuities, long-term care, and investments) while building your own client base. Note: You will be required to hold securities licenses and FINRA registrations to offer investment products through our broker-dealer, NYLIFE Securities LLC.

Phase 2: Transition to Associate Partner (Months 13–18) After meeting specific benchmarks in your first year, you will enter an intensive six-month management training program. You will shift your focus to recruiting, coaching, and leading your own team of financial professionals, with continuous opportunities to be promoted to senior management levels.

Compensation & Benefits:

New York Life highly values and rewards your hard work. Our field managers’ compensation is directly aligned with their recruiting performance and their team's production. (For context, the average income among our 617 recruiters at all levels in 2024 was $285,000).

  • Phase 1 Pay: Income during your first year as a financial professional is commission-based with immense upside potential.
  • Phase 2 Pay: Once you transition to Associate Partner, you will receive a base salary ranging from $60,000–$150,000 (state/county minimums apply), PLUS lucrative bonuses and recruiting incentives (R&Ds).
  • Comprehensive Benefits: Upon reaching Associate Partner, you are eligible for Medical, Dental, and Vision insurance, Life and Long-Term Disability coverage, a 401(k) savings plan, and a pension plan.