ZipRecruiter

Log In

1

Financial Services Operations Manager Jobs in Ohio

Stratos Wealth Partners

Operations Manager

Columbus, OH · On-site

$75K - $85K/yr

We are seeking an Operations/Practice Manager with 5-7 years of progressive experience in the ... Collaborate closely with financial advisors to ensure exceptional client service. Manage client ...

RemX

Financial Operations Manager

Columbus, OH · On-site

$100K - $110K/yr

Finance Manager, Operations (Columbus or Cincinnati) Contract Logistics | Hybrid | Multi-Site Operations Drive profitability. Influence strategy. Improve operations. We're partnering with a leading ...

H Cap Connect, LLC

Operations Manager

Avon, OH

Five or more years of operations experience within wealth management or financial services ... Previous experience leading or supervising employees. * Strong organizational, planning, and ...

Emerald Credit Union

Be Seen First

Operations Manager

Cleveland, OH · On-site

$56K/yr

Summary: The Operations Manager is responsible for providing leadership and oversight of all branch operations, member service, operational compliance, audit readiness, and branch financial ...

Reco Equipment Inc

Operations Manager

Columbus, OH · On-site

Our product lines are supported by Parts & Service departments at each branch location. For more ... The Operations Manager is a hands-on leader responsible for the daily operations and growth of a ...

NOVO Health Services

... service, and financial performance. The ideal candidate is a strategic, hands-on leader with strong operational and people-management skills, a track record of driving KPI performance, and the ...

York Risk Services

Operations Manager

New Albany, OH · On-site

Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance Operations Manager ...

NOVO Health Services

Operations Manager

Nova, OH · On-site

The Operations Manager is responsible for leading day-to-day plant operations to ensure safe ... and service. Financial & Cost Management * Support development and execution of the facility ...

next page

Showing results 1-20

All JobsFinancial Services Operations JobsFinancial Services Operations Manager JobsFinancial Services Operations Manager Jobs in Ohio

Financial Services Operations Manager information

See Ohio salary details

$37.1K

$100.9K

$141.2K

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

As of Aug 31, 2026, the average yearly pay for financial services operations manager in Ohio is $100,926.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,600.00 and $110,800.00 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 Ohio?

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

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

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

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

Cities in Ohio 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 Ohio as of August 2026, with employment types broken down into 25% Internship, 50% Full Time, and 25% Part Time. Highlights an 100% In-person job distribution, with an average salary of $100,926 per year, or $48.5 per hour.

Operations Manager

Columbus, OH • On-site

Stratos Wealth Partners
Finance and Insurance • 51 - 200 employees
Learn more about Stratos Wealth Partnersexternal

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

At Parkview Partners Capital Management, our philosophy is centered on building lasting relationships and providing personalized, fiduciary advice. We believe successful wealth management begins with understanding each client's unique situation, values, and long-term priorities.
We are seeking an Operations/Practice Manager with 5-7 years of progressive experience in the wealth management industry. This individual brings demonstrated leadership capability, advanced client service expertise, and a proven ability to onboard and manage complex client relationships while driving operational excellence. This role expands beyond execution into leadership, oversight, and continuous improvement of client service operations while directly supporting financial advisors and high-net-worth clients.
WHY CHOOSE PARKVIEW PARTNERS CAPITAL MANAGEMENT?
Competitive Salary and Benefits - We offer a top-tier compensation package, including:
  • Competitive Base Salary: Benchmarked against the industry's top quartile.
  • Performance Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction.
  • Benefits: 100% paid medical, dental and vision insurance for employees, a 3% 401(k) match, and paid time off.
  • Work Location: Our offices are in the highly desirable German Village area and have employee parking.
  • Employee Engagement: We conduct annual- employee reviews, with bonuses, but are a closely held business with an open-door policy.
  • Growth Opportunities:We provide every team member with a path for growth and development.

WHAT WILL YOU DO AS AN OPERATIONS/PRACTICE MANAGER?
  • Operational Management: Oversee the day-to-day operations of the firm, ensuring that the office runs smoothly and efficiently. Manage scheduling, office workflows, and administrative processes.
  • Team Leadership & Development: Lead and mentor the support staff. Provide guidance, training, and support to ensure that team members are productive and aligned with the firm's goals and culture.
  • Client Onboarding & Relationship Management: Collaborate closely with financial advisors to ensure exceptional client service. Manage client onboarding, communications, and ensure that client needs are being met in a timely manner.
  • Compliance & Risk Management: Ensure the firm is in compliance with industry regulations, company policies, and legal requirements. Work closely with compliance teams to monitor and update procedures.
  • Leverage Technology to Drive Scale & Efficiencies: Ensure consistent adoption of existing technology, while seeking opportunities to identify and adopt other industry leading technologies that can drive incremental scale and efficiencies in the business and optimize the client experience.

REQUIRED QUALIFICATIONS & CHARACTERISTICS
  • Bachelor's degree
  • 5-7 years of progressive experience in practice management or operations management, ideally in a financial advisory firm.
  • Additional certifications in financial services are not required, however a plus
  • Strong leadership and team management abilities
  • Knowledge of financial advisory practices, compliance requirements, and industry standards.
  • Experience working with custodial platforms (Schwab, Fidelity, LPL, etc.)
  • Proficiency in office software (Microsoft Office Suite, CRM systems, Portfolio Management software (Orion, Black Diamond, etc.).
  • High degree of accuracy, attention to detail, and strong problem-solving skills
  • Self-motivated, positive attitude with a collaborative mindset
  • Excellent written and verbal communication skills

COMPENSATION & BENEFITS
  • Base Salary: $75,000-$85,000/year
  • Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction.
  • Insurance: 100% paid medical, dental and vision insurance for employees.
  • Retirement Savings: 3% 401(k) Match

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Parkview Partners Capital Management!

Apply