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Financial Services Manager Jobs in Raleigh, NC (NOW HIRING)

DuPont

Manager - Financial Advisory Services

Raleigh, NC · On-site

$140K - $160K/yr

... 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 ...

Bankers Life

Financial Services Professional

Cary, NC · On-site

$60K - $90K/yr

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...

New

New York Life

Financial Services Professional

Raleigh, NC · Hybrid

$69K - $130K/yr

The Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way. As a Financial ...

Deloitte

Financial Risk Manager

Raleigh, NC · On-site

Financial Services Manager - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible ...

NCSU

Financial Operations Supervisor

Raleigh, NC · On-site

$86K - $113K/yr

Within this business operations structure, the Business Services unit is responsible for ... In financial operations roles, this structure provides the framework for managing and supporting ...

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Financial Services Manager information

See Raleigh, NC salary details

$37.9K

$103.2K

$144.4K

How much do financial services manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial services manager in Raleigh, NC is $103,196.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $113,200.00 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 Raleigh, NC?

The most popular types of Financial Services jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Services Manager jobs?

Cities near Raleigh, NC with the most Financial Services Manager job openings:

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $103,196 per year, or $49.6 per hour.

Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry

Deloitte

Raleigh, NC • On-site

$86K - $113K/yr

Full-time

Re-posted 15 days ago

Key responsibilities

  • Architect and shape managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry

  • Lead business development activities, including sales pursuits, proposal development, and client presentations for Finance Operate opportunities

  • Manage Finance Operate deal flow, including pipeline visibility, opportunity qualification, pursuit prioritization, solution coordination, and handoff to mobilization and delivery teams

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

47th of 154 rated financial services

Job description

Step into a role where you will help shape the future of finance. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions. Leveraging Deloitte's industry experience, technology ecosystem, and delivery capabilities, you will help clients modernize finance operations, strengthen controls and reporting, and drive better business outcomes.

Recruiting for this role ends 10/31/2026.

As a Manager, Solution Delivery in our Finance Operate practice, you will help grow our Controllership / Record-to-Report managed services offering in the Financial Services Industry. You'll shape client solutions, support sales pursuits, partner with senior leaders, and contribute to mobilization and delivery excellence.

This role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership.

Work You'll Do

As a Manager, Solution Delivery, you will:

  • Architect and shape managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry
  • Lead business development activities, sales pursuits, proposal development, client presentations, pre-request for proposal materials, and request for proposal responses for Finance Operate opportunities
  • Manage Finance Operate deal flow for the Financial Services sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution coordination, and handoff to mobilization and delivery teams
  • Lead or support engagement mobilization and ongoing delivery, including governance setup, transition planning, service management, issue resolution, and operational reporting
  • Drive continuous improvement, standardization, automation, and technology enablement across finance operations engagements

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the finance function as an extension of Deloitte's broader Finance Transformation portfolio. We help organizations improve finance performance through managed services across key domains such as Controllership / Record-to-Report, FP&A, Treasury, and Finance Technology. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.

Qualifications

Required:

  • Bachelor's degree in Finance, Accounting, or a related field
  • 10+ years of experience in accounting, financial reporting, controllership, record-to-report operations, or finance transformation
  • 6+ years of experience in managed services, shared services, outsourced delivery, or finance operations
  • 6+ years of experience working within the Financial Services Industry or serving Financial Services clients
  • Experience supporting or leading solutioning, transition, mobilization, or delivery for finance managed services
  • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

  • Master's degree in Finance, Accounting, or a related field
  • Active Certified Public Accountant license
  • Experience in audit, controllership, or finance transformation
  • Experience with enterprise resource planning platforms or finance technologies, including SAP, Oracle, Workday, BlackLine, or OneStream
  • Experience supporting process improvement, automation, or service delivery transformation initiatives
  • 12+ years of experience in finance, controllership, managed services, or solution delivery

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $122,000 to $240,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Step into a role where you will help shape the future of finance. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions. Leveraging Deloitte's industry experience, technology ecosystem, and delivery capabilities, you will help clients modernize finance operations, strengthen controls and reporting, and drive better business outcomes.

Recruiting for this role ends 10/31/2026.

As a Manager, Solution Delivery in our Finance Operate practice, you will help grow our Controllership / Record-to-Report managed services offering in the Financial Services Industry. You'll shape client solutions, support sales pursuits, partner with senior leaders, and contribute to mobilization and delivery excellence.

This role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership.

Work You'll Do

As a Manager, Solution Delivery, you will:

  • Architect and shape managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry
  • Lead business development activities, sales pursuits, proposal development, client presentations, pre-request for proposal materials, and request for proposal responses for Finance Operate opportunities
  • Manage Finance Operate deal flow for the Financial Services sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution coordination, and handoff to mobilization and delivery teams
  • Lead or support engagement mobilization and ongoing delivery, including governance setup, transition planning, service management, issue resolution, and operational reporting
  • Drive continuous improvement, standardization, automation, and technology enablement across finance operations engagements

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the finance function as an extension of Deloitte's broader Finance Transformation portfolio. We help organizations improve finance performance through managed services across key domains such as Controllership / Record-to-Report, FP&A, Treasury, and Finance Technology. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.

Qualifications

Required:

  • Bachelor's degree in Finance, Accounting, or a related field
  • 10+ years of experience in accounting, financial reporting, controllership, record-to-report operations, or finance transformation
  • 6+ years of experience in managed services, shared services, outsourced delivery, or finance operations
  • 6+ years of experience working within the Financial Services Industry or serving Financial Services clients
  • Experience supporting or leading solutioning, transition, mobilization, or delivery for finance managed services
  • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

  • Master's degree in Finance, Accounting, or a related field
  • Active Certified Public Accountant license
  • Experience in audit, controllership, or finance transformation
  • Experience with enterprise resource planning platforms or finance technologies, including SAP, Oracle, Workday, BlackLine, or OneStream
  • Experience supporting process improvement, automation, or service delivery transformation initiatives
  • 12+ years of experience in finance, controllership, managed services, or solution delivery

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $122,000 to $240,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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