Financial Services Manager

Financial Services Manager (Series 7 Finance license)

LHH recruitment solutions is hiring for financial services manager in the Palm Beach Gardens, FL area. This position is responsible for providing leadership, operational oversight, and day-to-day management of a team of approximately 6 employees within a fast-paced financial services environment. This position will oversee departmental workflow, employee productivity, escalated issues, reporting, and trade-related activities as permitted by applicable licensing requirements. The manager will provide coaching and guidance to team members while ensuring work is completed accurately, efficiently, and within established deadlines and service expectations. Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional and voluntary benefits.

Essential Duties and Responsibilities

• Lead and manage a team of approximately 6 employees
• Provide daily direction, coaching, training, and support to team members
• Monitor team productivity, workload, performance expectations, and departmental priorities
• Delegate responsibilities and distribute workload appropriately across the team
• Serve as a resource for employees regarding operational questions and complex issues
• Promote accountability, collaboration, and consistent service standards
• Oversee daily departmental operations and workflow
• Ensure assignments, priorities, and deadlines are effectively managed
• Monitor outstanding work and help address existing backlogs
• Identify workflow challenges and implement practical process improvements
• Help establish greater structure, efficiency, and consistency across department operations
• Ensure departmental responsibilities are completed accurately and timely

Qualifications

Required/Preferred Experience

• Previous experience in financial services, investments, brokerage, banking, or a related financial environment strongly preferred
• Series 7 license strongly preferred and ultimately required for the position Candidates who do not currently possess a Series 7 may be considered provided they are committed and able to successfully complete the required licensing process within the established timeframe

This position will pay $60-$70k depending on resume and experience. Please apply today!

Equal Opportunity Employer/Veterans/Disabled

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