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Financial Services Operations Manager Jobs in Florida

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

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All JobsFinancial Services Operations JobsFinancial Services Operations Manager JobsFinancial Services Operations Manager Jobs in Florida

Financial Services Operations Manager information

See Florida salary details

$29.1K

$79.3K

$111K

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

As of Aug 26, 2026, the average yearly pay for financial services operations manager in Florida is $79,332.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $87,100.00 per year, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as a financial services operations manager?

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 are popular job titles related to Financial Services Operations Manager jobs in Florida?

For Financial Services Operations Manager jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Services Operations Manager jobs in Florida look for?

The top searched job categories for Financial Services Operations Manager jobs in Florida are:

What cities in Florida are hiring for Financial Services Operations Manager jobs?

Cities in Florida with the most Financial Services Operations Manager job openings:

Financial Services Operations Manager jobs near you
Infographic showing various Financial Services Operations Manager job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $79,332 per year, or $38.1 per hour.

Client Services & Operations Manager

Lord Breakspeare Callaghan Llc

Doral, FL • On-site

$19 - $23/hr

Full-time

PTO

Re-posted 16 days ago

Job description

Busy CPA and tax firm looking for a highly organized and proactive person to manage client communication, workflow coordination, onboarding, billing follow-up, and day-to-day office operations.

This is NOT a front desk/receptionist position. We are looking for someone who can help manage projects, keep clients on track, organize workflows, and support the overall operations of the firm.

Responsibilities:

  • Follow up with clients for missing documents and deadlines
  • Manage client communication by phone and email
  • Coordinate workflow and project status
  • Onboard new clients and assist with portal setup
  • Prepare invoices and follow up on payments
  • Help maintain organized systems and processes
  • Support management with daily operations

Requirements:

  • Strong communication and organizational skills
  • Ability to multitask and manage deadlines
  • Professional and detail-oriented
  • Comfortable working in a fast-paced environment
  • Experience in an accounting, tax, or professional office is a plus
  • Spanish and English required

Compensation:

Based on experience.

Please send resume and a short introduction about yourself.

Company Description

For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity.

Based in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure.

Because we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant.