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Manager Financial Institutions Jobs (NOW HIRING)

Old National Bank

Financial Inst Rel Mgr IV

Chicago, IL · On-site

$199K/yr

S. financial institutions including balance sheet management, capital markets planning and investment banking M&A. Salary Range The salary range for this position is $98,400/Yr. - $199,000/Yr.. Final ...

Old National Bank

Financial Inst Rel Mgr IV

Chicago, IL · On-site

$199K/yr

S. financial institutions including balance sheet management, capital markets planning and investment banking M&A. Salary Range The salary range for this position is $98,400/Yr. - $199,000/Yr.. Final ...

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Manager Financial Institutions information

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$27.5K

$81.7K

$137.5K

How much do manager financial institutions jobs pay per year?

As of Sep 13, 2026, the average yearly pay for manager financial institutions in the United States is $81,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What is a manager financial institutions?

A Manager Financial Institutions is a professional responsible for overseeing relationships with banks and other financial institutions on behalf of their company or clients. They manage accounts, facilitate transactions, analyze financial data, and ensure compliance with regulations. The role often involves developing financial strategies, negotiating contracts, and maintaining strong partnerships with key stakeholders in the financial sector. Managers in this position play a crucial role in optimizing financial operations and ensuring the organization's financial stability.

How does a manager financial institutions typically collaborate with other departments within a bank or financial organization?

A Manager Financial Institutions frequently works cross-functionally, coordinating with departments such as risk management, compliance, product development, and relationship management. This collaboration ensures that client needs are met while adhering to regulatory standards and internal policies. Regular meetings, joint projects, and shared reporting structures are common, with the manager acting as a key point of contact for institutional clients. Effective communication and teamwork are critical to successfully navigating complex financial products and services.

What are the key skills and qualifications needed to thrive as a manager financial institutions, and why are they important?

To thrive as a Manager Financial Institutions, you need strong analytical skills, deep knowledge of banking or finance, and typically a relevant degree such as finance, economics, or business administration. Familiarity with financial modeling tools, risk management systems, and regulatory compliance software is essential, along with certifications like CFA or FRM being advantageous. Exceptional leadership, communication, and relationship-building skills set standout candidates apart in managing teams and client portfolios. These competencies are crucial for driving growth, ensuring regulatory compliance, and effectively managing financial risks within institutional environments.

What is the difference between Manager Financial Institutions vs Relationship Manager Financial Institutions?

AspectManager Financial InstitutionsRelationship Manager Financial Institutions
Primary RoleOversees financial services for institutional clients, manages teams, develops strategiesBuilds and maintains client relationships, provides tailored financial solutions
Required CredentialsTypically requires a bachelor's degree in finance or related field; certifications like CFA are commonSimilar credentials; often holds degrees in finance or business, with certifications like CFA or CFP beneficial
Work EnvironmentCorporate office, team management, strategic planningClient-facing, branch or corporate office, relationship development
Employer & Industry UsageFinancial institutions, banks, investment firmsBanking, wealth management, financial advisory firms

While both roles operate within financial institutions and require similar credentials, the Manager Financial Institutions focuses on strategic management and overseeing teams, whereas the Relationship Manager Financial Institutions emphasizes client relationship building and personalized financial services.

What states have the most Manager Financial Institutions jobs?

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

What are popular job titles related to Manager Financial Institutions jobs?

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

Senior Underwriter, Financial Institutions

Manhattan, NY • On-site

Westfield Insurance
Insurance Services • 1 - 5K employees
Learn more about Westfield Insuranceexternal

$108K - $128K/yr

Other

Posted 13 days ago

Westfield Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

OVERVIEW:

We are seeking an experienced production Underwriter to join our Financial Institutions Retail team based in our New York, NY office. The Financial Institutions Underwriter is responsible for pursing new business opportunities, servicing renewals, and working to provide solutions to our key broker partners while upholding a high standard of underwriting care.

This position will work with retail brokers across the United States with a focus on the New York, Mid-Atlantic, Southeast, and West Coast regions, and will have the opportunity to build a profitable portfolio of primary and excess placements comprised of Private Equity Funds, Hedge Funds, Venture Capital Funds, Banks, Insurance Companies, REITs, Specialty Finance Companies, Exchanges, other risks within the Financial Institution ecosystem.

This position offers an excellent opportunity to contribute to the continued growth of a dynamic and evolving Financial Institutions portfolio while building strong market relationships and underwriting expertise.

Role and Responsibilities:

  • Support the growth and profitability of the Financial Institutions portfolio in alignment with the team's underwriting strategy.

  • Develop and maintain a strong understanding of underwriting objectives, appetite, and strategy within the assigned territory.

  • Underwrite new and renewal business in accordance with company guidelines, authority levels, and underwriting standards.

  • Analyze risk exposures, pricing adequacy, and coverage structures to drive profitable underwriting decisions.

  • Build and maintain strong relationships with brokers and clients to support retention and new business development.

  • Participate in underwriting peer review discussions and underwriting committee meetings, as required.

  • Collaborate with internal business partners across underwriting, claims, actuarial, and product management functions.

  • Gather competitive intelligence and market insights to support product development and strategic initiatives.

  • Represent the company at industry events, broker meetings, and client engagements.

  • Travel as required to support business development and relationship management activities.

Desired Skills and Experience:

  • Minimum of 2 years of Financial Lines and/or D&O underwriting experience; Financial Institutions underwriting experience is strongly preferred.

  • Strong technical knowledge of Financial Lines products and underwriting practices with the ability to develop and maintain market expertise.

  • Bachelor's degree required, preference given to candidates with coursework or concentration in Finance, Business, Economics, Risk Management, Insurance, or a related field.

  • Solid Writing and Communication Skills

  • Excellent organizational skills, and ability to multi-task

  • Ability to work independently in a fast-paced environment

  • Willingness to travel

  • Must be able to think originally, be willing to challenge ideas and be receptive to constructive feedback

  • Ability to be onsite in office 4 days week, where applicable

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Westfield Specialty is proud to be an Equal Employment Opportunity employer.We celebrate diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

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