The ideal candidate will combine expertise in decision management, business process redesign, workflow automation, and financial services operations to help establish a scalable rule-driven ...
The ideal candidate will combine expertise in decision management, business process redesign, workflow automation, and financial services operations to help establish a scalable rule-driven ...
$230 - $320/hr
... the financial services industry. As one of the first banks to embrace fintech, we combine ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
$230 - $320/hr
... the financial services industry. As one of the first banks to embrace fintech, we combine ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
Financial Center Manager
Lewes, DE ยท On-site
Business or other applicable. (Required) Experience 5 or more years Banking, Financial Services, or sales. (Required) 3 or more years leading sales, Operations, or Risk Management. (Required ...
Financial Center Manager
Lewes, DE ยท On-site
Business or other applicable. (Required) Experience 5 or more years Banking, Financial Services, or sales. (Required) 3 or more years leading sales, Operations, or Risk Management. (Required ...
Financial Center Manager
Lewes, DE ยท On-site
Business or other applicable. (Required) Experience 5 or more years Banking, Financial Services, or sales. (Required) 3 or more years leading sales, Operations, or Risk Management. (Required ...
Financial Center Manager
Lewes, DE ยท On-site
Business or other applicable. (Required) Experience 5 or more years Banking, Financial Services, or sales. (Required) 3 or more years leading sales, Operations, or Risk Management. (Required ...
VP Technology Strategy & Operations
Wilmington, DE ยท On-site
$180 - $260/hr
... the financial services industry. As one of the first banks to embrace fintech, we combine ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
VP Technology Strategy & Operations
Wilmington, DE ยท On-site
$180 - $260/hr
... the financial services industry. As one of the first banks to embrace fintech, we combine ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
At The Bancorp, we've spent more than 25 years driving innovation in the financial services ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
At The Bancorp, we've spent more than 25 years driving innovation in the financial services ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
... the financial services industry. As one of the first banks to embrace fintech, we combine ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
... the financial services industry. As one of the first banks to embrace fintech, we combine ... The VP Technology Strategy & Operations role serves as a strategic partner, execution leader, and ...
Analyst, Operations
Wilmington, DE ยท On-site
Minimum 3 - 4 years' experience within financial services * Experience within an operations role or office environment a plus * Strong written and verbal communication skills * Ability to prioritize ...
Analyst, Operations
Wilmington, DE ยท On-site
Minimum 3 - 4 years' experience within financial services * Experience within an operations role or office environment a plus * Strong written and verbal communication skills * Ability to prioritize ...
Analyst, Operations
Wilmington, DE ยท On-site
Minimum 3 - 4 years' experience within financial services * Experience within an operations role or office environment a plus * Strong written and verbal communication skills * Ability to prioritize ...
Analyst, Operations
Wilmington, DE ยท On-site
Minimum 3 - 4 years' experience within financial services * Experience within an operations role or office environment a plus * Strong written and verbal communication skills * Ability to prioritize ...
PNC Financial Wellness Solutions offers a comprehensive suite of services designed to support the ... and operational servicing units. May participate in pricing and resource discussions and in ...
PNC Financial Wellness Solutions offers a comprehensive suite of services designed to support the ... and operational servicing units. May participate in pricing and resource discussions and in ...
Business Development Manager - Financial Wellness Solutions
Wilmington, DE ยท On-site
$70K - $116K/yr
You will also work directly with knowledgeable client services teams and partners to support the ... operational risks. * Focuses on client opportunities by providing ideas and insights based on an ...
Business Development Manager - Financial Wellness Solutions
Wilmington, DE ยท On-site
$70K - $116K/yr
You will also work directly with knowledgeable client services teams and partners to support the ... operational risks. * Focuses on client opportunities by providing ideas and insights based on an ...
Description Position at The Maples Group (Financial Services) Position: Vice President - Funds ... operational excellence. Your primary responsibilities include: * Serve as Director on a diverse set ...
Description Position at The Maples Group (Financial Services) Position: Vice President - Funds ... operational excellence. Your primary responsibilities include: * Serve as Director on a diverse set ...
Client Service Associate
Wilmington, DE ยท Hybrid
$75K - $95K/yr
Investment Management / Wealth Management About the Firm ISC's team of Financial Services ... You'll handle a variety of client service, operational, and project-based responsibilities ...
Quick apply
Client Service Associate
Wilmington, DE ยท Hybrid
$75K - $95K/yr
Investment Management / Wealth Management About the Firm ISC's team of Financial Services ... You'll handle a variety of client service, operational, and project-based responsibilities ...
Managing Director of Client Services-Private Equity Fund Accounting
Wilmington, DE ยท On-site
$150 - $210/hr
Target Operation Model [TOM] integration) and drive operational efficiencies that optimize service ... Bachelor's degree in a relevant field, such as accounting or finance; MBA preferred * Proven ...
Managing Director of Client Services-Private Equity Fund Accounting
Wilmington, DE ยท On-site
$150 - $210/hr
Target Operation Model [TOM] integration) and drive operational efficiencies that optimize service ... Bachelor's degree in a relevant field, such as accounting or finance; MBA preferred * Proven ...
Three years of experience in collections, process management, or financial services operations * Experience supporting litigation processes and/or serving as a witness, with strong attention to ...
Three years of experience in collections, process management, or financial services operations * Experience supporting litigation processes and/or serving as a witness, with strong attention to ...
Three years of experience in collections, process management, or financial services operations * Experience supporting litigation processes and/or serving as a witness, with strong attention to ...
Three years of experience in collections, process management, or financial services operations * Experience supporting litigation processes and/or serving as a witness, with strong attention to ...
Pharmacy Operations Manager
Bridgeville, DE ยท On-site
Assists and supports Store Manager and Pharmacy Manager in analyzing and seeking to improve pharmacy financials, operational quality and customer service. * Manages Community Outreach Portal and ...
Pharmacy Operations Manager
Bridgeville, DE ยท On-site
Assists and supports Store Manager and Pharmacy Manager in analyzing and seeking to improve pharmacy financials, operational quality and customer service. * Manages Community Outreach Portal and ...
Pharmacy Operations Manager
Dover, DE ยท On-site
Assists and supports Store Manager and Pharmacy Manager in analyzing and seeking to improve pharmacy financials, operational quality and customer service. * Manages Community Outreach Portal and ...
Pharmacy Operations Manager
Dover, DE ยท On-site
Assists and supports Store Manager and Pharmacy Manager in analyzing and seeking to improve pharmacy financials, operational quality and customer service. * Manages Community Outreach Portal and ...
Three years of experience in collections, process management, or financial services operations * Experience supporting litigation processes and/or serving as a witness, with strong attention to ...
Three years of experience in collections, process management, or financial services operations * Experience supporting litigation processes and/or serving as a witness, with strong attention to ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Operations Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Operations Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal ...
Financial Services Operations information
See Delaware salary details
$35.5K - $44.9K
6% of jobs
$44.9K - $54.4K
5% of jobs
$54.4K - $63.8K
5% of jobs
$63.8K - $73.2K
4% of jobs
$73.2K - $82.6K
4% of jobs
$83.2K is the 25th percentile. Wages below this are outliers.
$82.6K - $92K
4% of jobs
$92K - $101.5K
2% of jobs
$101.5K - $110.9K
1% of jobs
$110.9K - $120.3K
3% of jobs
$120.3K - $129.7K
0% of jobs
The median wage is $131.9K / yr.
$129.7K - $139.1K
65% of jobs
$35.5K
$116K
$139.1K
How much do financial services operations jobs pay per year?
What do you do in financial services operations?
What are some common challenges faced in a financial services operations role, and how can they be addressed?
What are the key skills and qualifications needed to thrive in financial services operations?
What is the difference between Financial Services Operations vs Financial Analyst?
| Aspect | Financial Services Operations | Financial Analyst |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common but not mandatory | Usually a bachelor's degree in finance, economics, or accounting; CFA certification is often preferred |
| Work Environment | Back-office setting, focusing on process management, compliance, and transaction support | Front-office or analytical setting, focusing on financial modeling, reporting, and investment analysis |
| Employer & Industry Usage | Used across banks, asset managers, and financial institutions for operational support | Commonly employed in investment firms, banks, and corporate finance for analysis and decision-making |
Financial Services Operations roles focus on managing daily processes, compliance, and transaction support within financial institutions. In contrast, Financial Analysts primarily analyze financial data to guide investment and business decisions. While both roles require finance-related credentials and work within the financial industry, their core functions and work environments differ significantly.
What is financial services operations?

Full-time
Re-posted 29 days ago
Job description
We are looking for a specialist who can help transform Credit Loss Mitigation operations by extracting and modernizing business decision logic currently embedded across multiple legacy applications. This role is not simply about migrating technology; it is about making business rules transparent, governable, testable, and adaptable through modern Business Rules Management Systems (BRMS) and workflow orchestration platforms.
The ideal candidate will combine expertise in decision management, business process redesign, workflow automation, and financial services operations to help establish a scalable rule-driven architecture that enables the business to understand, manage, and simulate policy changes without relying on application code modifications.
Key Responsibilities
- Assess existing Credit Loss Mitigation applications and identify business rules embedded within application code, databases, integrations, and manual operational processes.
- Create a comprehensive inventory of decision logic, eligibility criteria, exception handling, and policy enforcement rules currently distributed across multiple systems.
- Design a target-state architecture leveraging Business Rules Management Systems (BRMS), Decision Model and Notation (DMN), and BPMN-based workflow orchestration.
- Lead the extraction and migration of hard-coded business rules into configurable and centrally governed decision services.
- Design business-friendly rule management capabilities that provide visibility into implemented policies and support controlled rule changes.
- Develop BPMN workflows for key Credit Loss Mitigation processes including hardship assistance, payment arrangements, loan modifications, collections, delinquency management, and exception handling.
- Enable business stakeholders to perform what-if analysis, policy simulations, and impact assessments without requiring application deployments.
- Establish governance frameworks for business rules, including versioning, approval workflows, auditability, testing, and deployment controls.
- Collaborate with business leaders, risk management teams, operations teams, compliance stakeholders, and engineering teams to validate decision models and process flows.
- Define integration patterns between rule engines, workflow platforms, core servicing systems, customer communication channels, and enterprise data platforms.
- Evaluate and recommend BRMS and workflow technologies, including Camunda and complementary decision management solutions.
- Provide implementation roadmaps, migration strategies, and organizational change recommendations to support adoption of rule-driven operations.
Must-Have Skills
- 8+ years of experience in business process transformation, decision management, workflow automation, or enterprise architecture roles.
- Proven experience implementing Business Rules Management Systems (BRMS) or enterprise decision management platforms - such as Camunda, Workato, Drools or Pega Decisioning.
- Strong understanding of BPMN 2.0 workflow modelling and process orchestration.
- Experience extracting and rationalizing business rules from legacy applications.
- Knowledge of Decision Model and Notation (DMN) and rule governance practices.
- Experience designing configurable decision services and business-owned rule management capabilities.
- Strong stakeholder facilitation skills with the ability to bridge business and technology teams.
- Experience working within highly regulated environments such as banking, lending, insurance, or financial services.
- Ability to communicate complex decision models and workflow concepts to non-technical business stakeholders.
Nice to Have
- Experience with any of - Camunda, Drools, IBM ODM, Red Hat Decision Manager, FICO Blaze Advisor, or Pega Decisioning.
- Background in Credit Loss Mitigation, Collections, Loan Servicing, Mortgage Servicing, Consumer Lending, or Risk Management.
- Experience implementing DMN alongside BPMN workflow orchestration.
- Knowledge of policy simulation, decision testing, and shadow-rule execution techniques.
- Experience building rule governance frameworks for large-scale enterprise environments.
- Familiarity with microservices architectures, event-driven systems, and API-based integration patterns.
- Experience modernizing legacy decisioning platforms as part of digital transformation initiatives.
Expected Outcomes
- Business rules are fully documented, discoverable, and no longer hidden within application code.
- Credit Loss Mitigation policies can be modified through governed rule management processes rather than software releases.
- Business stakeholders gain visibility into decision logic and can independently perform policy simulations and what-if analysis.
- Workflow execution becomes standardized, auditable, and measurable through BPMN-based orchestration.
- Rule governance, compliance, and operational transparency are significantly improved across the Credit Loss Mitigation ecosystem.
- A scalable foundation is established for future decision automation and process optimization initiatives.
About Photon
Sourced by ZipRecruiter
Company size
1 - 10 Employees
Headquarters location
Cambridge, MA, US
Year founded
1984