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

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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:

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.

Financial Services Tax - Real Estate Senior Manager

Pwc

Raleigh, NC • On-site

$124K - $335K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago


Key responsibilities

  • Leading tax compliance and advisory projects for financial services clients, focusing on real estate

  • Advising clients on local and international tax obligations and structuring to optimize business outcomes

  • Managing cross-border tax engagements and navigating complex regulatory environments


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Manager

Job Description & Summary

The Opportunity
As a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax compliance and strategic consulting. Within our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Your expertise will be crucial in helping organizations understand the pricing implications of goods and services between related parties and advising on the tax implications of various deals.
As a Senior Manager, you will lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You will interact with clients at a strategic level, leveraging your skills and professional networks to deliver quality outcomes. Your role will involve motivating and coaching teams to solve complex problems, applying sound judgment, and developing high-performing, diverse, and inclusive teams. In this role, you will contribute to the success of our firm by fostering an environment where people and technology thrive together, navigating the complexities of cross-border engagements, and upholding the firm's code of ethics and business conduct.
Responsibilities
- Leading tax compliance and advisory projects for financial services clients, focusing on real estate
- Advising clients on local and international tax obligations and structuring to optimize business outcomes
- Managing cross-border tax engagements and navigating complex regulatory environments
- Developing and implementing strategic tax planning initiatives to address client needs
- Drafting and reviewing tax documents, confirming accuracy and compliance with relevant regulations
- Analyzing financial statements and trends to provide insights and recommendations for tax strategies
- Building and maintaining strong relationships with clients and stakeholders to foster trust and collaboration
- Coaching and mentoring team members to enhance their technical skills and professional growth
- Collaborating with diverse teams to deliver comprehensive tax solutions and drive project success
- Contributing to the development of innovative tax services and solutions within the asset and wealth management sector
What You Must Have
- At least a Bachelor's degree
- At least 6 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Leveraging advanced analytical thinking in tax compliance
- Demonstrating proficiency in corporate tax planning and strategy
- Navigating complex cross-border tax engagements effectively
- Excelling in financial statement analysis and review
- Initiating and leading strategic questioning to drive solutions
- Building trust through open conversations with stakeholders
- Thriving in environments that embrace change and innovation

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK