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Financial Services Operations Manager Jobs in Georgia

Service Operations Manager

Morrow, GA · On-site

$62K - $86K/yr

Service Operations Manager Location: Onsite, Morrow, GA Compensation: $62K - $86K/year + 15% Bonus ... Parts, Vendor & Financial Management * Manage parts procurement, receiving, storage, assignment ...

Service Operations Manager Location: Onsite, Morrow, GA Compensation: $62K - $86K/year + 15% Bonus ... Parts, Vendor & Financial Management * Manage parts procurement, receiving, storage, assignment ...

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...

Showing results 21-40

Financial Services Operations Manager information

See Georgia salary details

$32.9K

$89.6K

$125.4K

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

As of Aug 23, 2026, the average yearly pay for financial services operations manager in Georgia is $89,639.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $98,400.00 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 job categories do people searching Financial Services Operations Manager jobs in Georgia look for?

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

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

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

Infographic showing various Financial Services Operations Manager job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 15% Part Time, 8% Contract, and 3% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $89,639 per year, or $43.1 per hour.

Office Manager - Financial Services - Roswell, GA

Chelsea Senior Living

Roswell, GA • On-site

$83K - $109K/yr

Other

Medical, Dental, Retirement, PTO

Re-posted 4 days ago


Job description

Position: Office Manager - Financial Services
Firm: Park Square Financial Group
Location: Roswell, GA
Overview:
Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.
Park Square Financial Group, located in Roswell, GA, is hiring a full-time Office Manager-Financial Services. The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can oversee and optimize daily office operations. We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth-perfect for a self-motivated go-getter!
This role requires previous experience working with a Registered Investment Advisor (RIA) to be considered for employment. Candidates must demonstrate a strong understanding of RIA operations, regulations, and client service standards.
What you'll do:

  • Maintain weekly scorecard metrics for the firm and update weekly KPI's
  • Coordinate internal communications, calendars, and daily support to Advisors
  • Own and update L10 meeting preparation, follow-up, and issue tracking
  • Serve as the primary POC for scheduling, client meeting prep, and client service workflow
  • Prepare client reports, packets, confirm appointments and set up for meetings
  • Process client service requests including beneficiary changes, address updates, and forms
  • Assist with onboarding new team members
  • Preparing training guides and updating SOP's
  • Manage incoming/outgoing mail, supplies and scheduling
  • Assist with filing compliance documentation
  • Support and troubleshoot CRM and other platforms
What We're Looking For:
  • 3+ years' experience in Office or Operations Management
  • Experience working with a Registered Investment Advisor (RIA) firm is required
  • Proficient MS Office software
  • Previous CRM experience (Orion, Wealthbox or equivalent)
  • Experience with Schwab and Fidelity custodial platforms
  • Professional and warm client presence
  • Ability to work with minimal supervision
Bonus Points:
  • Bachelor's degree preferred or equivalent work experience
  • Series 65 license preferred or willing to obtain
What You'll Get:
Pay & Perks:
  • Competitive salary
  • Health
  • Dental
  • 401k
  • PTO
Schedule:
  • Onsite: Monday - Friday, 9am - 5pm
  • Occasional evening client events

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com