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

R.E. Mason

Automation Services Manager

Raleigh, NC · On-site

Retirement and Financial Wellness program * Employee Assistance Program (EAP) * Alternative/Hybrid Work Schedules General Description The Automation Services Manager is accountable for the planning ...

New

New York Life

Financial Service Professional

Raleigh, NC · On-site

$69K - $130K/yr

... financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and ...

New York Life

Financial Service Professional

Durham, NC · On-site

$69K - $130K/yr

... financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and ...

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Showing results 21-40

All JobsFinancial Services JobsFinancial Services Manager JobsFinancial Services Manager Jobs in Raleigh, NC

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.

Licensed Financial Services Representative (Licensed Banker)

First Citizens Bank

Fuquay Varina, NC

Full-time

Posted 24 days ago

Key responsibilities

  • Support sales and service delivery in the branch by engaging with customers, prospects, and referral sources.

  • Open deposit accounts, provide related banking services, and handle lending activities including consumer real estate secured loans.

  • Identify and refer sales opportunities to the appropriate bank partner while ensuring compliance with regulations and bank policies.

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 174 rated banks

Job description

Overview

A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.

Qualities of a successful candidate:

Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.

Communication Skills – Interpersonal: Comfortable and confident with proactively engaging in conversation.

Customer Service Skills: Builds trust and confidence with clients.

Adaptability: Has the ability to learn and adapt quickly to new information and technology.

Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships.

Influence: Capable of building rapport with different personalities to drive positive results.

Agility: Able to process information and move quickly through problem resolution.


Responsibilities & Qualifications

Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.


Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.


Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.


Position Specific Skills:
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Knowledge of retail banking products and services


Qualifications:

Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program

Preferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales role

License or Certification Type: Series 6 or 7, 63 and state specific life insurance licenses or obtain within a reasonable timeframe.


Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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