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Financial Services Manager Jobs (NOW HIRING)

Carmeuse

Sr. Manager, Financial Services

Pittsburgh, PA · On-site

$130K - $145K/yr

As the Senior Manager, Financial Services, you will be a strategic financial leader responsible for managing the company's liquidity, financial risk, and other risk management responsibilities. Your ...

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$39K

$106.2K

$148.5K

How much do financial services manager jobs pay per year?

As of Jun 29, 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
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What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
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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

Manager Financial Services

Children's Wisconsin

West Allis, WI

$86K - $113K/yr

Full-time

Posted 7 days ago

Children's Wisconsin rating

7.6

Company rating: 7.6 out of 10

Based on 63 frontline employees who took The Breakroom Quiz

244th of 1,003 rated hospitals

Job description

At Children's Wisconsin, we believe kids deserve the best.

Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.

We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.

Please follow this link for a closer look at what it's like to work at Children's Wisconsin:https://www.instagram.com/lifeatcw/

Job Summary
Prepares financial and statistical reports related to assigned group initiatives, strategic planning, and special projects. Performs a variety of functions in the areas of financial statement preparation, development of annual budget, and account analysis. Prepares accurate and timely reports and is the financial liaison with assigned areas.

  • Bachelor's Degree Major in Accounting or Finance required.
  • 5+ years of related accounting/financial services experience in a hospital or health care environment required.
  • Experience with physician compensation tracking, recording, analysis and modeling preferred.
  • Previous management experience preferred.
  • Ability to exercise judgment, ingenuity and common sense. Requires advanced organizational, analytical and problem-solving skills.
  • Ability to detect errors and maintain the highest level of confidentiality when collecting and reporting data.
  • Analytical ability to find solutions to accounting problems.
  • Excellent communication skills necessary to build and maintain relationships.
  • Mastery of Excel, Access and related accounting resources and software.
  • Licensed CPA-Certified Public Accountant (1) - State of Wisconsin required.


Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.

Certifications/Licenses:

License CPA-Certified Public Accountant (1) - State of Wisconsin

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