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Financial Services Operations Manager Jobs in Riverside, CA

Kimball Equipment Company

Operations Manager

Corona, CA · On-site

$115K/yr

Work closely with the General Manager to lead day‑to‑day branch operations and achieve sales, service, and financial objectives. * Become proficient in the company ERP system and identify ...

ServiceMaster

Operations Manager

Irvine, CA · On-site

$60K - $75K/yr

The Operations Manager supervises the Operational Team and ensures operational KPIs, financial and ... or service manager or corporate support function preferred * Ability to work closely with ...

Kimball Equipment Company

Operations Manager

Corona, CA · On-site

$115K/yr

Work closely with the General Manager to lead day-to-day branch operations and achieve sales, service, and financial objectives. * Become proficient in the company ERP system and identify training ...

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All JobsFinancial Services Operations JobsFinancial Services Operations Manager JobsFinancial Services Operations Manager Jobs in Riverside, CA

Financial Services Operations Manager information

See Riverside, CA salary details

$40.7K

$110.8K

$154.9K

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

As of Sep 13, 2026, the average yearly pay for financial services operations manager in Riverside, CA is $110,753.00, according to ZipRecruiter salary data. Most workers in this role earn between $92,800.00 and $121,500.00 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 Riverside, CA?

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

What job categories do people searching Financial Services Operations Manager jobs in Riverside, CA look for?

The top searched job categories for Financial Services Operations Manager jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Financial Services Operations Manager jobs?

Cities near Riverside, CA 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 Riverside, CA as of September 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $110,753 per year, or $53.2 per hour.

Financial Services Representative

Ontario, CA • On-site

TransGlobal Holdings Co.
See more jobs at TransGlobal Holdings Co.external

Full-time, Contractor

Medical, Life, Retirement

Re-posted 20 hours ago

Job description

Position Overview

TransGlobal is seeking ambitious and client-focused professionals to join our growing Financial Services team. In this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services.

This is a fully remote, commission-based independent contractor (1099) opportunity offering flexibility, professional growth, and unlimited earning potential.

We proudly serve a diverse community. Candidates fluent in Mandarin 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語 are strongly encouraged to apply.

欢迎会说中文、한국어、Bahasa Indonesia、Tiếng Việt 或 日本語 的候选人加入我们！

(Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.)

Responsibilities
  • Conduct financial needs analyses and identify opportunities to help clients achieve their financial goals
  • Develop personalized financial strategies based on clients' objectives, risk tolerance, and life stage
  • Educate clients on insurance, retirement, wealth accumulation, asset protection, and legacy planning concepts
  • Present financial solutions designed to address clients' short-term and long-term financial needs
  • Build and maintain long-term client relationships through regular reviews and ongoing support
  • Assist clients throughout the application, underwriting, and implementation process
  • Maintain accurate client records and documentation in company systems
  • Stay informed on financial industry trends, market developments, and product offerings
  • Collaborate with specialists in insurance, mortgage, real estate, tax, and retirement planning when appropriate
Qualifications
  • Financial services, insurance, banking, mortgage, real estate, or sales experience preferred
  • Active Life & Health License preferred but not required
  • Securities licenses (Series 6, 63, 65, 7, or equivalent) are a plus but not required
  • Strong interpersonal and communication skills
  • Self-motivated with an entrepreneurial mindset
  • Ability to work independently and manage multiple client relationships
  • Strong presentation and problem-solving skills
  • Legally authorized to work in the United States
Why Join TransGlobal?

At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.

We offer:

  • Competitive commission structure with uncapped earning potential
  • No upfront fees or hidden costs
  • No sales quotas or recruitment requirements
  • Comprehensive training and mentorship programs
  • Access to a broad range of insurance and financial solutions
  • Zoom-based and in-person training opportunities
  • Local office and technical support
  • Marketing and business development resources
  • Flexible remote work environment
  • Opportunities for professional growth and leadership development
What We're Looking For

We're seeking individuals who are:

  • Entrepreneurial and self-driven
  • Passionate about helping others improve their financial well-being
  • Goal-oriented and committed to personal growth
  • Skilled at building trust and long-term client relationships
  • Coachable and open to mentorship
  • Eager to develop expertise in financial planning and wealth-building strategies
Preferred Backgrounds

We welcome candidates from a variety of professional backgrounds, including:

  • Financial Advisors
  • Insurance Agents
  • Retirement Planning Specialists
  • Mortgage Loan Officers
  • Real Estate Agents
  • CPAs and Tax Professionals
  • Bankers and Relationship Managers
  • Wealth Management Associates
  • Business Consultants
  • Sales Professionals
Not Yet Licensed?

No problem.

We provide:

  • Free pre-licensing training and support
  • Licensing guidance and exam preparation
  • One-on-one mentorship
  • Product and sales training
  • Career development opportunities
Compensation1099 Independent Contractor Position
  • Commission-only compensation
  • No base salary or hourly wage
  • Unlimited earning potential
  • Performance-based bonuses and incentives may be available
Learn More About Us

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