financial services manager

Robert Walters

A leading global financial services firm is seeking a Finance Transformation Manager to join their technology team in London. This is an exceptional opportunity for you to spearhead complex change initiatives that modernise finance functions, enhance regulatory compliance, and deliver strategic value. To excel as a Finance Transformation Manager, you will bring proven expertise gained from working within banking or financial services environments. Your background should include hands-on involvement in finance process improvement projects where you have applied technology solutions to streamline operations. You will possess strong interpersonal skills that enable you to collaborate effectively with both clients and colleagues while demonstrating empathy during stakeholder engagements. Your experience managing complex projects will be complemented by an accountancy qualification along with deep knowledge of regulatory requirements affecting the . Key experience required: <ul> <li>Demonstrated understanding of current banking industry trends as well as regulatory frameworks impacting financial services organisations.</li><li>Proven experience in finance process improvement initiatives including financial reporting optimisation, transactional processing enhancements, or financial planning & analysis automation.</li><li>Familiarity with finance transformation technologies such as enterprise resource planning (ERP) systems, data analytics platforms, or cloud-based solutions.</li><li>Track record of effective project management skills including the ability to deliver results on time while managing budgets responsibly.</li><li>Excellent communication abilities enabling you to engage empathetically with clients and colleagues at all levels.</li><li>Interpersonal skills that foster collaboration within teams as well as across departments or client organisations.</li><li>Leadership qualities demonstrated through mentoring others in a supportive manner that encourages growth and knowledge sharing.</li><li>Experience supporting regulatory-driven change programmes within banking or financial services environments.</li><li>Ability to facilitate productive workshops or meetings that bring together diverse perspectives for shared decision-making.</li><li>Accountancy qualification accompanied by substantial post-qualification experience in finance strategy or change delivery roles.</li></ul> If this role is of interest, please apply below. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Finance Transformation Manager - ERP/Data/Cloud - Banking

NJR Recruitment

Financial Planning Manager Leicester based Salary up to 60,000 + OTE Benefits: " Competitive salary and performance-based incentives." 25 days holiday plus bank holidays." Generous non-contributory group pension scheme, commencing after three months continuous service." Free death in service benefit after successful completion of probationary period (subject to qualifying criteria)." Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, gym and free parking." Opportunities for professional growth and development, including support to achieve chartered status." Collaborative and supportive work environment." A chance to make a significant impact in a respected independent financial advice firm.NJR Recruitment is proud to be working in partnership with a highly regarded firm of Independent Financial Planners renowned for delivering bespoke, client-focused financial solutions, this firm operates with a deep commitment to integrity and excellence at the heart of everything they do. As part of their continued growth, our client is now looking to appoint a dynamic and experienced Financial Advice Manager. This is an exciting opportunity for a driven professional to lead and enhance the company's sales strategy, playing a pivotal role in shaping the future of the business. The successful candidate will take a proactive leadership role in developing and executing strategic marketing initiatives to promote the firm's services-placing a strong emphasis on building professional connections and generating new business opportunities. They will lead a team of experienced Financial Planners which will play a key role in driving the continued growth of the client base to enhance all business opportunities. Key Responsibilities: " Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on' approach is a must for this role." Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies." Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales. " Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention." Assist in the recruitment and training of new financial advisers." Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies." Prepare and present sales reports, forecasts, and performance metrics to senior management. Essentials: " Proven experience of developing and executing marketing strategies within the financial services sector. " Proficient in developing and working with professional connections." Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous. " Strong understanding of financial products and services, including investments, pensions, and insurance." Excellent leadership and team management skills." Strong communication, negotiation, and interpersonal skills." Ability to analyse data, identify trends, and make data-driven decisions." Proficiency in CRM software and Microsoft Office Suite. If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15769

Financial Planning Manager

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:<ul><li>
Develops talent, including proactive sourcing of candidates</li><li>
Manages client traffic, engaging and appropriately routing clients, and fostering client retention</li><li>
Manages business results through formalized management routines and coaching</li><li>
Creates a world class client experience environment</li><li>
Manages market-level initiative prescribed by market leaders</li><li>
Drives operational excellence by engaging employees on business strategy</li><li>
Manages organizational priorities and effective execution</li></ul>
Managerial Responsibilities: 
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.<ul><li>
Opportunity &amp; Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.</li><li>
Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.</li><li>
Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the &ldquo;why&rdquo; and connects contributions to business results.</li><li>
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.</li><li>
People Manager &amp; Coach: Knows and develops team members through coaching and feedback.</li><li>
Financial Steward: Manages expenses and demonstrates an owner&rsquo;s mindset.</li><li>
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.</li><li>
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.</li></ul>
Required Qualifications:<ul><li>
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team</li><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li><li>
Can interpret performance results, find opportunities to drive success and hold others accountable to results</li><li>
Must be able to work weekends and/or extended hours</li></ul>
Desired Qualifications:<ul><li>
1+ years of management experience including hiring, coaching and developing direct reports</li><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li><li>
Bilingual skills
</li></ul>Skills:<ul><li>
Coaching</li><li>
Customer Service Management</li><li>
Customer and Client Focus</li><li>
Performance Management</li><li>
Talent Development</li><li>
Business Operations Management</li><li>
Recruiting</li><li>
Result Orientation</li><li>
Risk Management</li><li>
Sales Performance Management</li><li>
Inclusive Leadership</li><li>
Leadership Development</li><li>
Prioritization</li><li>
Problem Solving</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Center Manager - Hampton Roads Market

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:<ul><li>
Develops talent, including proactive sourcing of candidates</li><li>
Manages client traffic, engaging and appropriately routing clients, and fostering client retention</li><li>
Manages business results through formalized management routines and coaching</li><li>
Creates a world class client experience environment</li><li>
Manages market-level initiative prescribed by market leaders</li><li>
Drives operational excellence by engaging employees on business strategy</li><li>
Manages organizational priorities and effective execution</li></ul>
Managerial Responsibilities: 
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.<ul><li>
Opportunity &amp; Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.</li><li>
Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.</li><li>
Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the &ldquo;why&rdquo; and connects contributions to business results.</li><li>
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.</li><li>
People Manager &amp; Coach: Knows and develops team members through coaching and feedback.</li><li>
Financial Steward: Manages expenses and demonstrates an owner&rsquo;s mindset.</li><li>
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.</li><li>
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.</li></ul>
Required Qualifications:<ul><li>
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team</li><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li><li>
Can interpret performance results, find opportunities to drive success and hold others accountable to results</li><li>
Must be able to work weekends and/or extended hours</li></ul>
Desired Qualifications:<ul><li>
1+ years of management experience including hiring, coaching and developing direct reports</li><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li><li>
Bilingual skills
</li></ul>Skills:<ul><li>
Coaching</li><li>
Customer Service Management</li><li>
Customer and Client Focus</li><li>
Performance Management</li><li>
Talent Development</li><li>
Business Operations Management</li><li>
Recruiting</li><li>
Result Orientation</li><li>
Risk Management</li><li>
Sales Performance Management</li><li>
Inclusive Leadership</li><li>
Leadership Development</li><li>
Prioritization</li><li>
Problem Solving</li><li>
Referral Management</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Center Manager

New York Life

<div>We&rsquo;re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you&rsquo;ll have the opportunity to accelerate your path to management, and advance within 12 months.

Job Description

New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*.

In the Fast Track Management Program, you&rsquo;ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you&rsquo;ll be able to transition into management as an Associate Partner. In this role, you&rsquo;ll be responsible for recruiting and developing your own team of financial professionals. You&rsquo;ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager.

Eligibility requirements:
<ul><li>MBA completion within the previous 24 months</li></ul>

-or-
<ul><li>Prior management or business owner experience</li></ul>

Preferred but not required to apply:
<ul><li>Life and Health License</li></ul>
<ul><li>FINRA registrations; Series 6 or 7 and Series 63</li></ul>
<ul><li>Previous sales experience</li></ul>

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities.

Our extensive resources include:

Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses

Three highly-skilled teams providing advanced markets support:

o Our Advanced Planning Group

o Eagle Strategies for qualifying agents who are also Registered Representatives

o The Nautilus Group for qualifying agents who pay a monthly subscription fee.

A team of highly-trained, experienced product consultants to support your agents&rsquo; client acquisition needs

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
<ul><li>Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency</li></ul>

**Source: Individual Third Party Ratings Reports as 8/1/17.

EOE M/F/D/V/SO

SMRU1735109(Exp.06.01.2020)</div>

Fast Track Management Program (MBA)

AHS, a reputable real estate company, is seeking a skilled and experienced Financial Affairs Manager to join our team. As the Financial Affairs Manager, you will be responsible for overseeing the financial operations of the company and ensuring compliance with financial regulations and best practices. This is a key role that requires strong financial management skills, attention to detail, and the ability to provide strategic guidance. Responsibilities <ul><li>Develop and implement financial systems, policies, and procedures to ensure accurate financial reporting and compliance</li><li>Manage and oversee the day-to-day accounting activities, including accounts payable, accounts receivable, and general ledger</li><li>Prepare and analyze financial statements, budgets, and forecasts to provide accurate and timely financial information to senior management</li><li>Monitor and analyze financial performance, identifying areas for improvement and implementing corrective actions</li><li>Ensure compliance with financial regulations and reporting requirements</li><li>Manage relationships with external auditors, tax advisors, and other financial service providers</li><li>Provide financial advice and guidance to senior management to support decision-making</li></ul> Qualifications <ul><li>Proven experience as a Financial Affairs Manager or similar role, preferably in the real estate industry</li><li>Strong knowledge of financial management principles and accounting practices</li><li>Excellent analytical and problem solving skills</li><li>Proficiency in financial software and Microsoft Office</li><li>Experience in financial reporting and analysis</li><li>Knowledge of relevant financial regulations and compliance requirements</li><li>Ability to work effectively in a team and collaborate with cross functional departments</li><li>High attention to detail and accuracy</li><li>Professional certification such as CPA or CMA is preferred</li></ul>

Financial Affairs Manager

Mobilink Bank

<div>
 
 
 Department:
 
 Branch Operations- IMD
 
 
 
 Reports To:
 
 Executive Manager Branch Operations
 
 
 
 Job Grade:
 
 OG-I
 
 
 
 Total Positions:
 
 01
 
 
 
 Location:
 
 Peshawar Saddar - Islamic Branch
 
 
 
 
 
 
 What is Banking Services Manager Islamic - MMBL?
 
 
 
 As a Banking Services Manager (BSM), you will be responsible for driving asset and liability business growth, ensuring effective financial planning, and managing branch operations in a Shariah-compliant manner. You will lead a branch team to achieve sales and profitability objectives, strengthen customer relationships, and maintain compliance with Islamic banking standards and SBP regulations.
 
 
 
 
 
 
 What does a Banking Services Manager Islamic &ndash; MMBL does?
 
 
 <ul>
 <li>
 Lead and uplift the branch operations team and act as a true supervisor of branch affairs.
 </li>
 <li>
 Work in close liaison with Branch Manager to achieve optimum results .
 </li>
 <li>
 To supervise &amp; administer the operations of branch in a manner that bank's policies procedure and SBP prudential Regulations are fully adhered
 
 including Shariah compliance guidelines
 
 .
 </li>
 <li>
 To create a working environment where customer get best attention and service.
 </li>
 <li>
 To ensure staff under domain is working in line with Islamic Banking SOP's, controls and ensure to recommend timely rotation of staff.
 </li>
 <li>
 To ensure that concept of dual control is fully adhered and secrecy of cash safe keys and test keys/passwords are not compromised.
 </li>
 <li>
 All system related inputs/outputs are signed jointly and output/input reports are properly sealed and kept in record.
 </li>
 <li>
 To attend auditors (Internal/External/SBP), Internal Control and arrange compliance of their reports with in timelines.
 </li>
 <li>
 To observe cash in safe/cash on counter limits.
 </li>
 <li>
 To prepare and submit all MIS/Confirmations as and when required. To attend customer's complaints for their timely resolution.
 </li>
 <li>
 To ensure that account balancing is carried out on independent basis and outstanding items in all suspense, excess, shortage, prepaid expenses accounts are reviewed and balanced as per actual on monthly basis
 </li>
 <li>
 Maintenance and balancing of Security Stationary periodically as per SOP.
 </li>
 <li>
 Supervise and Maintain record of all account opening and its related operations.
 </li>
 <li>
 To ensure daily balancing of cash book, vault and necessary reports are prepared.
 </li>
 <li>
 To arrange handling of all departments and not limited to Deposits, Cash tellers, Bills, Inward/Outward Clearing/Remittances, HRD, Credits, Jazz Cash, Borrower/Nonborrower accounts, Recoveries and all other Islamic Banking Activities in a manner that internal control remains in place, customers remain satisfied and operational risks are minimized
 
 with adherence to Islamic principles
 
 .
 </li>
 <li>
 Authorization and supervision of all type of financial and non-financial transactions requests on the system on real time by ensuring no transaction Is left unauthorized at day end.
 </li>
 <li>
 Ensure proper staff backup is available for critical position.
 </li>
 <li>
 Ensure staff punctuality and adherence to bank dress code.
 </li>
 <li>
 To nominate staff for training in consultation with LM
 </li>
 <li>
 To maintain close co-ordination and cooperation between departments of Bank for smooth conduct of bank's business.
 </li>
 <li>
 To keep an eye on staff behavior and activities and report if any suspiciousness is observed.
 </li>
 <li>
 Supervise custody and record keeping Of PDC's, Gold, Pass Books, Duplicate Keys, ATM Combination Codes and any security.
 </li>
 <li>
 To manage HR and admin related matters of branch staff.
 </li>
 <li>
 Ensure that all the processes are completed successfully before the end of the day and physical vouchers are checked, tallied and stitched with User Activity Reports on daily basis.
 </li>
 <li>
 Any other duty assigned by Line Manager.
 </li>
 </ul>
 
 
 
 
 
 What are we looking for, and what does it take to be a Banking Services Manager Islamic - MMBL?
 
 
 
 
 
 
 
 Job Requirements:
 
 
 <ul>
 <li>
 Hold a Bachelor&rsquo;s degree in marketing or commerce from a reputable Institution. MBA will be preferable (Subject to approval).
 </li>
 <li>
 Have a minimum of 5 years of relevant work experience,
 
 with prior experience in Islamic banking highly preferred
 
 .
 </li>
 <li>
 Diploma/ certification in Islamic Banking will be given preference.
 </li>
 </ul>
 
 
 
 
 
 Essential Skills:
 
 
 <ul>
 <li>
 Knowledge of Islamic Banking &amp; practices
 </li>
 <li>
 Proficient in MS Office
 </li>
 <li>
 Strong analytical skills
 </li>
 <li>
 Team management
 </li>
 <li>
 Time management
 </li>
 <li>
 Negotiation skills
 </li>
 <li>
 Customer Relationship
 </li>
 <li>
 Ability to work under pressure
 </li>
 <li>
 Sound communication and interpersonal skills
 </li>
 </ul>
 
 
 
 
 
 Desirable Skills:
 
 
 <ul>
 <li>
 Skilled in business planning, retail banking and customer service
 </li>
 <li>
 Thorough understanding of compliance and regulatory requirements for bank
 
 including Shariah compliance and Islamic banking regulations.
 
 </li>
 </ul>
 
 
 
 
 About MMBL:
 
 
 
 
 
 Mobilink Microfinance Bank Ltd. is providing banking services to over 48 million registered users including 20+ million monthly active customers across Pakistan. With a hybrid model that combines traditional microfinance with mobile/digital banking technologies, the bank now operates with over 114 branches and 270,000 branchless banking agents and provides a USSD (GSM) based digital channel offering savings, micro enterprise (MSME) loans, small housing loans, remittances, collection (utility bills and loan instalments), mobile wallets, insurance, G2P, B2B &amp; B2P payments; thus, playing a leading role in the promotion of financial inclusion. MMBL is committed to fostering a positive and productive workplace, and our core values reflect this focus. These values include promoting innovation and entrepreneurship, encouraging teamwork and collaboration, and prioritizing a customer-centric approach in all aspects of our business.
 
 
 
 
 
 Why Join MMBL?
 
 
 
 
 
 This is an opportunity for someone who is passionate about making a difference and playing a key role in driving transformative change. Our team is committed to empowering millions with the tools necessary to succeed in the digital age, and we're looking for a talented individual to join us in this endeavor.
 
 
 
</div>

Banking Services Manager - Islamic

Search 10000+ Financial services manager jobs near you this January. New roles added regularly across leading industries. Apply today.