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Financial Services Supervisor Jobs (NOW HIRING)

Financial Services Mgr

Lincoln, NE · On-site

$78K - $102K/yr

Job Summary: The Financial Services Manager leads the Information Technology Services (ITS ... supervising staff and developing consistent financial processes that support effective ITS ...

Special Services-Supervisor

Orem, UT · On-site

$45K - $55K/yr

Special Services Supervisor contributes to Ion Solar by assisting Ion Solar customers, sales ... and financing change orders. The Team Lead is the first line of leadership and the closest ...

Special Services Supervisor contributes to Ion Solar by assisting Ion Solar customers, sales ... and financing change orders. The Team Lead is the first line of leadership and the closest ...

The Client Services Supervisor is responsible for overseeing daily facility operations and ... Manage participant compensation and ensure all related financial documentation is accurate and ...

Financial Services Manager

Gardena, CA · On-site

$118K - $151K/yr

Description Under general direction, plans, organizes and supervises the work of staff assigned to ... Organizational Responsibilities The Financial Services Manager (FSM) reports to the Transit ...

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Financial Services Supervisor information

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$39K

$106.2K

$148.5K

How much do financial services supervisor jobs pay per year?

As of Jun 15, 2026, the average yearly pay for financial services supervisor 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 Financial Services Supervisors?

Financial Services Supervisors are professionals who oversee the daily operations of financial service teams within banks, credit unions, or other financial institutions. Their responsibilities typically include supervising staff, ensuring compliance with regulations, managing customer accounts, and helping resolve complex customer inquiries. They play a key role in training employees, monitoring performance, and implementing policies to ensure efficient and secure financial transactions. Financial Services Supervisors also help set goals and support team members in achieving organizational objectives.

What does a financial supervisor do?

A financial services supervisor oversees financial operations within a company or institution, ensuring compliance with regulations, managing staff, and monitoring financial performance. They often review reports, develop strategies, and use financial software to support decision-making and risk management.

How does a Financial Services Supervisor typically support team development and performance improvement?

A Financial Services Supervisor plays a key role in coaching, mentoring, and providing constructive feedback to team members to enhance their skills and performance. They often conduct regular one-on-one meetings, set clear performance goals, and facilitate training sessions to ensure the team stays updated on industry regulations and best practices. By fostering a collaborative and supportive environment, supervisors help team members grow professionally while maintaining high service standards and compliance. This proactive approach not only drives individual success but also contributes to achieving overall departmental goals.

What is the highest paid position in finance?

In finance, the highest paid positions are typically Chief Investment Officers, Chief Financial Officers, and senior hedge fund managers, who often earn substantial bonuses and compensation packages. These roles require extensive experience, advanced degrees, and strong leadership skills, often working in high-pressure environments with complex financial instruments.

What are the key skills and qualifications needed to thrive as a Financial Services Supervisor, and why are they important?

To thrive as a Financial Services Supervisor, you need strong financial acumen, leadership abilities, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial management software, regulatory compliance systems, and often certifications like Series 6/7 or CPA are highly beneficial. Excellent communication, problem-solving, and team management skills set top performers apart in this role. These competencies are vital for ensuring regulatory compliance, accurate financial operations, and effective team guidance within a financial institution.

What is the difference between Financial Services Supervisor vs Financial Advisor?

AspectFinancial Services SupervisorFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 63 are commonOften requires a bachelor's degree; certifications such as Series 7, Series 66, or CFP are common
Work EnvironmentSupervises financial service teams in banks, credit unions, or financial firmsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageEmployers include banks, credit unions, and financial institutionsEmployers include financial advisory firms, banks, and independent practices

The main difference is that a Financial Services Supervisor oversees teams and operations within financial institutions, focusing on management and compliance, while a Financial Advisor works directly with clients to develop personalized financial plans. Both roles require relevant certifications and industry experience, but their daily responsibilities and work environments differ significantly.

What is the salary range for a finance manager?

The salary range for a finance manager typically falls between $70,000 and $130,000 annually, depending on experience, location, and industry. Senior finance managers or those in high-cost areas may earn higher salaries, often supplemented with bonuses and benefits.

How to become a financial supervisor?

To become a financial supervisor, candidates typically need a bachelor's degree in finance, accounting, or a related field, along with several years of experience in financial services or management roles. Professional certifications such as the Certified Financial Services Manager (CFSM) or Chartered Financial Analyst (CFA) can enhance prospects, and strong leadership, analytical, and communication skills are essential for success in this role.
More about Financial Services Supervisor jobs
What cities are hiring for Financial Services Supervisor jobs? Cities with the most Financial Services Supervisor job openings:
What states have the most Financial Services Supervisor jobs? States with the most job openings for Financial Services Supervisor jobs include:
Infographic showing various Financial Services Supervisor job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 8% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $106,160 per year, or $51 per hour.

Client Services Supervisor

PTMA Financial Solutions

Denver, CO • On-site

$75K - $90K/yr

Full-time

Posted 25 days ago


Job description

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.
Job Summary
The position supervises the day-to-day operations of the Client Services Associates in the performance of their daily responsibilities for Local Government Investment Pools (LGIPs).
Essential Duties and Responsibilities:
  • Oversee staff of Client Service Associates in their daily activities.
  • Develop and maintain training procedures with the Manager of Client Services. Serve as primary trainer for new associates.
  • Participate in recruiting, interviewing and hiring new staff as turnover occurs.
  • Oversee daily activity including review of associates' work to ensure timeliness and accuracy.
  • Provide customer service including issue resolution and management of customer communication.
  • Monitor client interactions of the members of the client service team and provide feedback and suggestions for improvements.
  • Periodically perform phone call review and provide training to client service team.
  • Develop and maintain department procedures, including at least annual review.
  • Assist with completion of annual and semi-annual audits.
  • Provide ongoing guidance and coaching of associates and annual performance evaluations.
  • Perform special projects as needed and assigned.

Decision Making/Difficulty of Work:
  • The position is hands on, fast paced, detail and deadline oriented.
  • The position requires good judgment and possess strong attention to detail.
  • Organizational skills and management of priorities are necessary to succeed in this position.
  • The position requires the willingness to step up and lead the team.

Minimum Requirements:
  • Ability to work effectively with employees of all levels within the company.
  • Position requires accuracy and strong attention to detail.
  • Must be able to handle multiple tasks and prioritize appropriately.

Competencies Required
Computer Skills:
  • Must be proficient in Outlook, Excel.
  • Salesforce experience preferred.

Interpersonal Skills:
  • Must be able to work closely in a team environment.
  • Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers.
  • Excellent customer service skills required.
  • Must be comfortable providing feedback (positive and negative).

Communication Skills:
  • Must be able to work closely with the other client service associates, analysts and management.
  • Strong oral and written communication skills are necessary to succeed.
  • Must be comfortable on the phone and client facing.

Other Training, Education, Special Skills Required:
Education/Knowledge:
  • Must have a 4-year Bachelor degree, preferably in Accounting or Finance
  • 3+ years of experience required
  • Knowledge of financial markets and mutual fund industry preferred
  • Management experience required

The pay range for this role is:
75,000 - 90,000 USD per year (Colorado)