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Financial Services Manager Jobs in Boca Raton, FL

Unidine

DINING SERVICES MANAGER

Delray Beach, FL · On-site

$68K - $73K/yr

Position Title: DINING SERVICES MANAGER Salary: $68,000-$73,000 Other Forms of Compensation ... Financial, budgetary, accounting and computational skills. * Proficient computer skills and ...

Compass Group

DINING SERVICES MANAGER

Delray Beach, FL · On-site

$68K - $73K/yr

Position Title: DINING SERVICES MANAGER Salary: $68,000-$73,000 Other Forms of Compensation ... Financial, budgetary, accounting and computational skills. * Proficient computer skills and ...

Compass Group

DINING SERVICES MANAGER

Delray Beach, FL · On-site

$68K - $73K/yr

Position Title: DINING SERVICES MANAGER Salary: $68,000-$73,000 Other Forms of Compensation ... Financial, budgetary, accounting and computational skills. * Proficient computer skills and ...

Compass Group

DINING SERVICES MANAGER

Delray Beach, FL · On-site

$68K - $73K/yr

Position Title: DINING SERVICES MANAGER Salary: $68,000-$73,000 Other Forms of Compensation ... Financial, budgetary, accounting and computational skills. * Proficient computer skills and ...

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All JobsFinancial Services JobsFinancial Services Manager JobsFinancial Services Manager Jobs in Boca Raton, FL

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 Sep 11, 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

Manager, Financial Reporting

Boca Raton, FL • On-site

AmTrust Financial Services, Inc.
Insurance Services • 5 - 10K employees
Learn more about AmTrust Financial Services, Inc.external

$96K - $131K/yr

Full-time

Re-posted 14 days ago

Job description

Overview
We are a rapidly growing, newly established insurance platform comprised of Managing General Agents (MGAs) operating across the United States, United Kingdom, and Europe. With a growing team of approximately 700 employees globally, we are seeking a Manager of Financial Reporting to play a key role in building out the consolidated financial reporting and technical accounting functions. This is a unique opportunity to help build the consolidated financial reporting and technical accounting function at a pivotal moment for the Company.
Responsibilities
  • Assist the Corporate Controller with global accounting and finance initiatives, including:
    • Implementation of our new ERP
    • Design of consolidated external reporting (US GAAP)
    • Accounting policy design and implementation across the group
    • Technical accounting research and judgment-area memos
    • Working with MGA accountants to review and ensure timely filing of statutory reporting
    • Review and maintain external reporting calendar
  • Own the consolidated monthly, quarterly, and annual financial reporting process under US GAAP.
  • Lead drafting of footnote disclosures for the annual audited financial statements.
  • Serve as the primary day-to-day point of contact with our external auditor.
  • Lead technical accounting research and prepare or review memos on significant transactions and judgment areas, including revenue recognition (ASC 606), leases (ASC 842), business combinations (ASC 805), consolidation (ASC 810), and related-party disclosures (ASC 850).
  • Build and maintain the group accounting policy manual, ensuring consistent application of US GAAP across the MGA accounting teams.
  • Coordinate with MGA accounting teams across jurisdictions to standardize close calendars, intercompany processes, and accounting policy application.
  • Own the quarterly financial reporting calendar.
  • Support special projects as assigned, including acquisitions, ERP implementation, and reorganizations.
  • Assist with other tasks, as assigned.

Qualifications
  • Bachelor's degree or higher in Accounting and over 5 years of progressive accounting and financial reporting experience.
  • Must hold an active Certified Public Accountant (CPA) license.
  • Public accounting audit experience required with at least one busy season at the Manager level.
  • Demonstrated experience leading consolidated financial reporting under US GAAP in a multi-entity environment.
  • Hands-on technical accounting research and memo preparation experience required.
  • Experience drafting footnote disclosures for audited financial statements required.
  • Experience working in or for a multi-national company dealing with multiple currencies required.
  • Experience in the insurance intermediary (MGA, broker) industry preferred.
  • Strong understanding and knowledge of US GAAP
  • Strong Excel skills including pivot tables and vlookups are necessary.
  • Demonstrated ability to operate at depth, deliver results, accelerate time to action, and debate openly while committing fully.
  • Self-starter capable of getting up to speed quickly in a build-from-scratch environment without significant direction - nothing here has been done before, and we are looking for someone who is comfortable navigating ambiguity and shaping the function as they go.

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