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Financial Services Manager Jobs (NOW HIRING)

WFG Chicago

Financial Services

Chicago, IL

... services that match financial needs and goals. Every financial plan has a common purpose- to ... They effectively manage a client base by ensuring that all clients receive the proper attention and ...

U9226

Manager of Financial Services

Dallas, TX · On-site

$88K - $115K/yr

Experience 8 years management level experience in academic medical center or hospital environment ... Direct a costing project under the CFO that will result in integrating the costing of services into ...

CNM LLP

Financial Services Advisory Manager

Los Angeles, CA

$95K - $125K/yr

CNM LLP is currently seeking a Financial Services Advisory Manager to join our Accounting and Transaction Advisory Services Practice (ATS). Responsibilities: Manage strategic advisory engagements and ...

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How much do financial services manager jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial services manager in the United States is $106,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,000.00 and $116,500.00 per year, depending on experience, location, and employer.

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.

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 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 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.
More about Financial Services Manager jobs
What cities are hiring for Financial Services Manager jobs? Cities with the most Financial Services Manager job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
Who are the top companies hiring for Financial Services Manager jobs? The top employers for Financial Services Manager jobs are:
What states have the most Financial Services Manager jobs? States with the most job openings for Financial Services Manager jobs include:
Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $106,160 per year, or $51 per hour.
Manager of Financial Services

Manager of Financial Services

UT Southwestern Medical Center

Dallas, TX • On-site

$88K - $115K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago

UT Southwestern rating

7.8

Company rating: 7.8 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

103rd of 869 rated healthcare providers

Job description

WHY UT SOUTHWESTERN?
With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!
BENEFITS
UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:
  • PPO medical plan, available day one at no cost for full-time employee-only coverage
  • 100% coverage for preventive healthcare-no copay
  • Paid Time Off, available day one
  • Retirement Programs through the Teacher Retirement System of Texas (TRS)
  • Paid Parental Leave Benefit
  • Wellness programs
  • Tuition Reimbursement
  • Public Service Loan Forgiveness (PSLF) Qualified Employer
  • Learn more about these and other UTSW employee benefits!

EXPERIENCE AND EDUCATION
Required
  • Education
    Bachelor's Degree in Business Administration, Health Care Administration, or other related field.
  • Experience
    8 years management level experience in academic medical center or hospital environment or combination of relevant, related experience and education.

Preferred
  • Experience

Healthcare accounting or finance experience strongly preferred.
Strong understanding of how operational systems integrate with financial reporting and data mapping.
JOB DUTIES
  • Support the CFO in the development and implementation of an effective action plan to improve performance through the University Hospitals and Clinics.
  • Utilize available systems and methodologies to provide decision support for the organization's business planning and analysis requirements. This would include information about costs of hospital services, product line profitability, and department productivity.
  • Direct a costing project under the CFO that will result in integrating the costing of services into the daily workflow across hospital departments and clinics by utilizing orders and the resulting charges as a proxy for activity that will result in a consistent and well understood structure by our physicians, department directors, managers and team members. Further identification of costs by category is necessary and will be developed in participation with department directors and managers. High level groupings such as direct labor and direct supply will be refined to enable a more specific allocation methodology where possible, breaking down labor, supplies and other expenses. This method will support the initiative to identify the drivers of our business and to fully understand the impact of volume on our business. This will require developing a plan, defense and presentation of a plan and implementation of a plan that is the first initial project as well as an ongoing process to establish routine updating of the systems and methodologies. The scope will span clinical and financial operations and must coordinate between and among quality, financial and operational processes and procedures.
  • Develops and implements regular reporting and management level presentations for the CFO.
  • Coordinates distribution and analysis of revenue and expenditure reports, develops presentations for the CFO regarding earnings and distributions, specific to the MOUs with the Departments.
  • May also participate in the development of budget and forecasting systems and models that can and will be utilized throughout the organization.
  • Performs other duties as assigned.

SECURITY AND EEO STATEMENT
Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.
EEO
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.

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