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Financial Services Manager Jobs in Springville, UT

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Financial Services Manager information

See Springville, UT salary details

$36.3K

$98.7K

$138.1K

How much do financial services manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial services manager in Springville, UT is $98,732.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 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 cities near Springville, UT are hiring for Financial Services Manager jobs?

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

Infographic showing various Financial Services Manager job openings in Springville, UT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $98,732 per year, or $47.5 per hour.

Product Marketing Manager - Financial Services

Egnyte

Draper, UT • Remote

$125K - $140K/yr

Full-time

Retirement

Posted 17 days ago


Job description

PRODUCT MARKETING MANAGER - FINANCIAL SERVICES

REMOTE, US; RALEIGH, NC; DRAPER, UT; MOUNTAIN VIEW, CA

EGNYTE YOUR CAREER. SPARK YOUR PASSION.

Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning, and every Egnyter should be respected. With over 22,000 customers worldwide and growing, you can make an impact by protecting their valuable data. When joining Egnyte, you're not just landing a new career, you become part of a team of Egnyters that are doers, thinkers, and collaborators who embrace and live by our values:

  • Invested Relationships
  • Fiscal Prudence
  • Candid Conversations

ABOUT EGNYTE

Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 22,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. For more information, visit www.egnyte.com.

The Product Marketing team serves as a central hub, converting the latest features and solutions from the product development team into tangible benefits and results for our customers. It formulates messaging, introduces products/features, provides training to empower sales, and facilitates the integration of market feedback into the product development process. These efforts contribute to Egnyte's ability to uphold its position as an agile thought leader in the market.

WHAT YOU'LL DO:

  • Become an expert on Egnyte's product/solution capabilities and competitive landscape to develop a strong Financial Servicesnarrative
  • Partner with the Financial Services SME's & Sales Team by equipping them to discuss products and solutions with customers, as well as develop and deliver industry relevant sales plays
  • Lead creation of thought-leading Financial Services industry marketing materials and content across digital and print communications such as customer literature, blogs, e-mails, videos, webinars, presentations, web copy, advertisement and trade show/event material
  • Manage and execute the strategy and integrated marketing campaigns for Financial Services to optimize reach, customer acquisition, and retention
  • Create effective materials and collaborate closely with cross-functional stakeholders
  • You will own the plan for solution launches including internal andexternal market communications throughout the Egnyte for Financial Services platform lifecycle. You will need the ability to grasp and translate technical capabilities into business benefits and develop product positioning, buyer journey mapping, messaging and content that resonates with industry-specific customers along each stage of the buying process
  • Comfortable leveraging AI across research, content, and analysis workflows, with the instinct to refine outputs into messaging that resonates on a human level.
  • This position will report directly to the Senior Director of Industry Marketing

YOUR QUALIFICATIONS:

  • Must have deep knowledge or background in the Financial Services industry
  • Understands workflows and processes within banking services, investment services, tax and accounting services or insurance services
  • 3+ years of experience in marketing B2B SaaS products
  • Excellent written and verbal communication skills, and the ability to produce stellar writing/content under tight deadlines
  • Experience in content collaboration and governance landscape in which Egnyte competes
  • Strong ability to plan and execute on multiple projects simultaneously
  • Track record of successfully influencing and collaborating with cross-functional teams
  • Bachelor's degree in marketing, business, technology, or relevant field of study. Industry technical certifications and/or an MBA are desirable

COMPENSATION:

  • Our compensation reflects the cost of labor across multiple U.S. geographic locations and pay varies based on defined markets. The standard base pay range for this positionacross the U.S. is $125k - $140k annually. Payvaries by work locationand may also be dependent on job-related skills, knowledge,and/or experience. During the interview and/or hiring process, your recruiter can share more information about the compensation package specific to the role and job location.

BENEFITS:

  • Competitive salaries and comprehensive benefits
  • Flexible hours and generous time off (RTO, Responsible Time Off) to help support your work-life balance
  • Paid holidays and sick time
  • 401(k) Retirement Plan (Traditional, Roth and Mega Backdoor Roth)
  • Health Savings Account (HSA) with a generous employer contribution
  • Up to 12wks of paid Parental and 10wks Adoption Leave to help you grow your family
  • Modern and collaborative offices located in Spokane, WA; Draper, UT; Raleigh, NC; Mountain View, CA; Reading, England, and Poznan, Poland
  • Gym, cell phone, and internet reimbursement
  • Free well-being apps such as Spring Health for Guardian are offered, as well access to our Employee Assistance Program (EAP)
  • Modern Health, a wellness benefit that offers 12 therapy and 12 coaching sessions for employees and dependents
  • Perks include discounted pet insurance, electronics, theme park tickets, travel, plus more
  • Your own Egnyte account with lifetime access

Equal Employment Opportunity
Egnyte, Inc. is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Egnyte, Inc.'s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.

At Egnyte, we embrace our unique differences and thrive on the individuality of our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and foster connectedness across our varied workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.

Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of hr@egnyte.com. Egnyte, Inc. will not allow any form of retaliation against employees who raise issues of equal employment opportunity. If employees feel they have been subjected to any such retaliation, they should contact hr@egnyte.com. To ensure the workplace is free of artificial barriers, violation of this policy including any improper retaliatory conduct will lead to discipline, up to and including discharge. All employees must cooperate with all investigations conducted pursuant to this policy.

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Employment Type: FT - Full Time