ZipRecruiter

Log In

1

Financial Services Operations Manager Jobs (NOW HIRING)

Union Depot

Operations Manager

New Haven, CT · On-site

The Environmental Services (EVS) Operations Manager is responsible for planning, organizing, and ... Financial & Operational Accountability * Support budget management and fiscal performance of ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... Effectively manage and prioritize workflow * Client interaction including inbound phone calls and ...

TWC Services

Operations Manager

Houston, TX · On-site

What Success in our Operations Manager Role Looks Like at TWC Services Inc. Leads effective branch ... service offerings. Creates and executes action plans to achieve established financial targets ...

previous page

Showing results 41-60

All JobsFinance And Insurance JobsAccounting JobsAccounting Manager JobsFinancial Services Operations Manager Jobs

Financial Services Operations Manager information

See salary details

$39K

$106.2K

$148.5K

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 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 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.
More about Financial Services Operations Manager jobs

What cities are hiring for Financial Services Operations Manager jobs?

Cities with the most Financial Services Operations Manager job openings:

What states have the most Financial Services Operations Manager jobs?

States with the most job openings for Financial Services Operations Manager jobs include:

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

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

Financial Services Operations Manager jobs near you
Infographic showing various Financial Services Operations Manager job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 79% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $106,160 per year, or $51 per hour.

Financial Services Specialist

Trenton, NJ • Remote

All Financial Freedom
See more jobs at All Financial Freedomexternal

Full-time

Re-posted 11 days ago

Job description

Build a Career That Makes a Difference

Are you looking for a career where you can make a meaningful impact while continuing to grow professionally? We are expanding our team and seeking a Financial Services Specialist to help individuals and families make informed financial decisions through education and personalized guidance.

This position is designed for professionals who enjoy consulting with people, solving complex challenges, and creating long-term relationships built on trust. You'll receive comprehensive training, ongoing mentorship, and access to industry-leading resources as you develop your career.

No prior experience in financial services is required. We provide structured onboarding and support throughout the licensing process for qualified candidates.

What You'll Be Doing

As a Financial Services Specialist, you'll serve as a trusted resource for clients by helping them better understand their financial options and long-term planning strategies.

Your responsibilities will include:

  • Conducting scheduled virtual consultations with individuals and families.
  • Learning about each client's financial priorities, goals, and future objectives.
  • Educating clients on strategies related to retirement planning, income protection, wealth accumulation, and legacy planning.
  • Presenting customized financial solutions based on each client's unique situation.
  • Maintaining accurate documentation and following established compliance standards.
  • Providing ongoing support throughout the client relationship.
  • Participating in professional development, coaching, and continuing education programs.
What Makes You a Great Fit

We're looking for professionals who are naturally curious, coachable, and committed to delivering an exceptional client experience.

Successful candidates often possess:

  • Strong communication and presentation skills.
  • The ability to simplify complex information.
  • A professional and service-oriented mindset.
  • Excellent organizational and time-management skills.
  • Comfort working independently in a remote environment.
  • A desire to continuously learn and develop new skills.
Preferred Qualifications
  • Bachelor's degree preferred or equivalent professional experience.
  • Experience in customer service, consulting, education, business, banking, healthcare, sales, or another client-facing profession is beneficial.
  • Strong problem-solving abilities.
  • Comfortable using virtual meeting platforms and technology.
  • Successful completion of a background check.
  • Willingness to obtain any required state licensing with company support.
Why Professionals Choose This Opportunity

We believe professional growth starts with continuous learning and a supportive team environment. You'll have access to:

  • Remote work flexibility
  • Comprehensive onboarding and training
  • Licensing assistance
  • Ongoing mentorship from experienced professionals
  • Continuing education and leadership development
  • Opportunities for advancement based on performance and contribution
  • A collaborative culture focused on integrity, professionalism, and client service
About Our Team

Our mission is to help individuals and families gain greater confidence in their financial future through education, personalized guidance, and long-term support. We are committed to building a team of professionals who value integrity, continuous improvement, and exceptional service.

Whether you're changing careers or looking for your next professional challenge, you'll have the opportunity to develop valuable skills while helping clients make informed financial decisions.

Apply