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Financial Services Operations Manager Jobs (NOW HIRING)

The Pennsylvania State University

... Operations Manager supports the operations of the Transportation Services office staff at ... Oversee and support business functions such as financial reconciliation, payroll processing, and ...

Lord Breakspeare Callaghan Llc

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Client Services & Operations Manager

Doral, FL · On-site

$19 - $23/hr

Support management with daily operations Requirements: * Strong communication and organizational ... complexities of financial and tax management with simplicity. Based in Miami, Florida, an ...

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Financial Services Operations Manager information

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$39K

$106.2K

$148.5K

How much do financial services operations manager jobs pay per year?

As of Jul 12, 2026, the average yearly pay for financial services operations 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 are the key skills and qualifications needed to thrive as a Financial Services Operations Manager, and why are they important?

To thrive as a Financial Services Operations Manager, you need strong analytical abilities, financial acumen, process optimization skills, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with financial software systems such as SAP, Oracle, or QuickBooks, and industry certifications like CFA or CPA are often required. Leadership, effective communication, and problem-solving skills help drive team performance and manage stakeholder relationships. These skills ensure efficient operations, regulatory compliance, and the delivery of high-quality financial services in a competitive environment.

What are some common challenges faced by Financial Services Operations Managers, and how can they be addressed?

Financial Services Operations Managers often face challenges such as managing regulatory compliance, streamlining operational processes, and coordinating between multiple departments. Staying current with changing financial regulations and ensuring that operational procedures meet compliance standards is crucial. Additionally, balancing efficiency with risk management and fostering clear communication across teams are key. To address these challenges, managers typically implement robust training programs, leverage technology for process automation, and establish strong cross-functional collaboration.

What does a Financial Services Operations Manager do?

A Financial Services Operations Manager oversees the daily operations of a financial institution or department, ensuring that processes run smoothly and efficiently. They manage teams, implement policies, and work to optimize workflows to meet regulatory standards and organizational goals. Their responsibilities often include supervising staff, monitoring compliance, managing budgets, and analyzing operational performance to drive improvements. This role is essential for maintaining the integrity and effectiveness of financial services operations.
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Financial Services Operations Manager jobs near you
Infographic showing various Financial Services Operations Manager job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $106,160 per year, or $51 per hour.

Services Operations Manager

UPMC Senior Communities

Pittsburgh, PA • On-site

$38.12 - $65.95/hr

Full-time

Posted 4 days ago

New

Job description

UPMC Enterprises is hiring a full-time Services Operations Manager who will play a key role in ensuring that the Technology Solutions department delivers a world-class experience to our customers. Our close and effective partnership with our customers has been one of the most foundational reasons for our recent success and growth. In this role, you will operate as a key thought and execution leader in the services organization, taking responsibility for the tools, content, and processes that we use to ensure customers are successful. The Services Operations Manager will assist the Director of Services Delivery and Development with business operations. Business operations will handle the non-technical aspects of the services organization, including but not limited to reporting, budget planning, resource management, customer management (including CSAT surveys), contracting (subscription renewals, SOW's), vendor and supplier management, business tools ownership & administration and forecasting. This position will be on site for three days.
Responsibilities:
  • Drive the delivery of best practice collateral to customers and prospects
  • Manage the tools and scorecards that the services team uses to track customer activity and team success (e.g Tracker Dashboards, reporting)
  • Manage and administer operations around key organization success measurement indicators, including CSAT surveys
  • Act as the Services liaison with other UPMCE partner functions to install smooth processes, tracking mechanisms, and instituting accountability across all of the org; helping the org scale by leveraging other functions
  • Manages the partner network within the Services Delivery function
  • Manage and operationalize broader Services mandated initiatives within the Services Team
  • Document policies and procedures related to daily Service Delivery operations.
  • Manages the vendor management program
  • Manage Services Team Member participation in customer events
  • Design, implement and manage collateral used by the team, such as templates and email pitch kits
  • Drive the shared account planning model with other supporting functions around the company, including service delivery management, account executives/prospecting, product, marketing, finance and legal
  • Development and training of other service operations professionals

Qualifications:
  • A bachelor's degree in business, business administration, or a relevant field
  • Three (3) years of experience designing and driving operational processes in a complex and fast-paced business environment preferred
  • A comparable combination of education and experience will be considered in lieu of the above- stated preferences
  • A proven track record of business process transformation or operational improvements at scale
  • Experience using business intelligence tools (e.g. Microsoft, Tableau, Qlik, AWS)
  • Strong technical skills across a variety of tools (such as Excel, Power BI, and other online tools)
  • Experience driving operational processes for a strategic or professional services consulting organization in the Healthcare IT (HIT) sector preferred
  • Experience collaborating with business services functions (e.g. HR, Legal, Marketing, Finance) to achieve operational and process outcomes
  • Must have experience operating effectively within a fast-paced and high-growth environment with a focus on continuous improvement
  • Must have solid technical skills and strong analytical skills with the ability to effectively analyze data for creation of services content
  • Must have strong time management skills to meet aggressive timelines
  • Must be able to effectively communicate and influence customers, peers, direct reports, and internal stakeholders

Licensure, Certifications, and Clearances:
  • Act 34

UPMC is an Equal Opportunity Employer/Disability/Veteran

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