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Financial Services Manager Jobs in Draper, UT (NOW HIRING)

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Financial Services Manager information

See Draper, UT salary details

$36.5K

$99.2K

$138.8K

How much do financial services manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial services manager in Draper, UT is $99,243.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,200.00 and $108,900.00 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 Draper, UT?

The most popular types of Financial Services jobs in Draper, UT are:

What cities near Draper, UT are hiring for Financial Services Manager jobs?

Cities near Draper, UT with the most Financial Services Manager job openings:

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in Draper, UT as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $99,243 per year, or $47.7 per hour.

Manager - Financial Advisory Services

Embark

Salt Lake City, UT • On-site

$140K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Job description

Experience a 45X+ award-winning culture!

Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

  • Comprehensive healthcare: 100% paid premiums for you and your family

  • Whole human growth: $150 monthly stipend for holistic development

  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

  • Financial support: Up to 3% 401(k) matching and financial advisory services

  • Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What you'll be doing as an Advisory Manager Consultant:
Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are taken care of by assisting with hands-on financial information package consulting, analysis, M&A, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy.

To be a good fit for our Manager - Financial Advisory role you will have:

  • 5+ years of experience in Big 4/public accounting and/or industry

  • CPA required

  • Strong knowledge of U.S. GAAP

  • Strong computer skills, particularly in Excel

  • Keen attention to detail

  • Strong communication skills, both oral and written

  • A high sense of urgency, strong initiative and the ability to multi-task

Added bonus if you have...

  • Inter-company experience

  • Oil and gas experience

  • REIT experience

  • Technology revenue recognition experience

  • Healthcare experience

  • SEC filing exposure/experience

What's in it for you:

  • We pay 100% of insurance premiums on medical, dental, and vision for you AND your family

  • Typical compensation range of $140,000- $160,000

  • We match 50% to 6% on our 401K

  • Fully paid parental leave for all new parents

  • Monthly stipend for whole human wellness

  • Highly competitive salaries

  • All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style

  • Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

In closing...

If this role sounds exciting, apply and let's start the conversation!


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

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