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Financial Services Operations Manager Jobs (NOW HIRING)

LHH US

Financial Operations Manager

Melville, NY · On-site

$110K - $130K/yr

Financial Operations Manager Position Summary The Financial Operations Manager is responsible for ... This position focuses on driving operational efficiency, maintaining high service standards ...

ProAmpac

Financial Operations Manager

Tulsa, OK · On-site

$90K - $100K/yr

... customer service, and commitment to quality. We serve a wide range of industries with creative ... The FinOps team works in collaboration with the financial business partners, operations managers ...

Attack Theatre

Operations Manager

Pittsburgh, PA

$45K - $55K/yr

The Operations Manager ensures that the organization's internal systems, staff operations ... The role also serves as the primary liaison to the organization's external financial services ...

regency

Manager, Financial Services

Atlanta, GA · Hybrid

$85K - $112K/yr

The Manager of Financial Services will manage the inherent risks in the underwriting, financial analysis, and due diligence functions associated with the acquisition, development, and/or re ...

Life Fitness

Service Operations Manager

Rosemont, IL · On-site

Partner cross-functionally with operations, delivery & install, sales, supply chain, and finance ... services, adoption assistance, tuition assistance, commuter benefits, employee discounts, and 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.
Operations Manager (Wealth Management/RIA)

Operations Manager (Wealth Management/RIA)

Trinity Technology Solutions

Fort Worth, TX • On-site

Full-time

Re-posted 15 days ago

Job description

Our client is a rapidly growing Wealth Management/RIA firm ($3 billion plus AUM) that serves the financial planning and investment needs of high-net-worth (HNW) individuals and corporate executives. The firm seeks an experienced Operations Manager to oversee all aspects of the firm’s internal operations, ensuring this high-volume office runs efficiently and client cases are processed accurately and on time. This individual will manage the operations staff, monitor case flow, and coordinate with advisors to help them achieve performance goals. The ideal candidate will have deep industry knowledge, strong leadership skills, and hands-on experience with key financial technology platforms.

Responsibilities of the Operations Manager (RIA):

·         Oversee day-to-day office operations and ensure smooth workflow across departments.

·         Manage and supervise the operations and case processing team, ensuring all client accounts, paperwork, and transactions are completed accurately and timely.

·         Meet regularly with advisors to track progress toward business goals and support them in achieving productivity benchmarks.

·         Oversee new business processing from submission through completion, ensuring compliance and exceptional client service.

·         Maintain deep working knowledge of key platforms, including Wealthscape, eMoney, Envestnet, and various annuity carrier systems.

·         Troubleshoot operational and technical issues across systems and ensure the team is trained and supported.

·         Develop and implement process improvements to enhance efficiency, accuracy, and client experience.

·         Collaborate with leadership to drive new business development and operational strategy.

·         Support recruiting, onboarding, and training of new staff as the firm grows.

·         Ensure compliance with all regulatory and firm-level requirements.

 Qualifications of the Operations Manager (RIA):

·         5+ years of experience in financial services operations, specifically within an RIA, broker-dealer, or wealth management environment.

·         Strong understanding of brokerage and financial advisory operations, new account setup, trading, transfers, and compliance procedures.

·         Proficiency with Wealthscape, eMoney, and preferably Envestnet platforms.

·         Experience with annuity business processing strongly preferred.

·         Proven leadership and team management abilities.

·         Excellent organizational, problem-solving, and communication skills.

·         Ability to manage multiple priorities and meet deadlines in a fast-paced, high-volume environment.

·         Bachelor’s degree in Finance, Business, or related field preferred.

 What the Position Offers:

·         Leadership role with significant impact on firm’s growth and success

·         Competitive salary, generous annual bonus, monthly health insurance stipend (medical benefits not offered at this time), and 401(k) with 3.5% match