Financial Services Director

3 days ago


Manchester, United Kingdom Bank of America Full time

Job Summary:

We are seeking an experienced Financial Services Director to lead our team in delivering exceptional client service and driving business growth. As a key member of our market leadership team, you will be responsible for overseeing the overall service delivery model and wealth management banking strategy in your assigned markets.

Main Responsibilities:

  • Lead the service delivery model and wealth management banking strategy to drive business growth and improve client satisfaction
  • Hire, develop, and lead a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
  • Supervise financial transactions and operations to ensure compliance with policies and procedures, and prepare for branch audits
  • Oversee the client service experience and review new client account approvals
  • Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed client service expectations and operational excellence goals

Additional Responsibilities:

  • Manage associates and demonstrate the following responsibilities:
  • Diversity & Inclusion Champion: Model an inclusive environment for employees and clients, aligned to company D&I goals
  • Manager of Process & Data: Demonstrate deep process knowledge, operational excellence, and innovation through a focus on simplicity, data-based decision making, and continuous improvement
  • Enterprise Advocate & Communicator: Communicate enterprise decisions, purpose, and results, and connect to team strategy, priorities, and contributions
  • Risk Manager: Ensure proper risk discipline, controls, and culture are in place to identify, escalate, and debate issues
  • People Manager & Coach: Provide inspection, coaching, and feedback to motivate, differentiate, and improve performance
  • Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions
  • Enterprise Talent Leader: Assess talent and build bench strength for roles across the organization
  • Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting, and appropriately delegating team work

Required Qualifications:

  • Hold SIE, Series 7, and Series 66 (or Series 63 and Series 65) licenses, and Series 9 and Series 10 (or Series 8) or equivalent licenses, as well as Series 3 and 31 licenses if warranted
  • Minimum 5+ years of professional experience

Estimated Salary: $120,000 - $180,000 per year, depending on experience and location.

About Us: At Bank of America, we value diversity, equity, and inclusion. We offer a comprehensive benefits package, including medical, dental, vision, and retirement plans. Our employees enjoy a dynamic and supportive work environment, with opportunities for career growth and development.



  • Manchester, United Kingdom LHH Recruitment Full time

    Transaction Services DirectorAt LHH Recruitment, we are seeking a highly skilled Transaction Services Director to lead our financial due diligence projects. The ideal candidate will have a proven track record in transaction services and financial due diligence, with a strong understanding of financial analysis and project management.Key...


  • Manchester, United Kingdom Bibby Financial Services Ltd Full time

    Bibby Financial Services Ltd have an exciting opportunity available for a Financial Services Administrator to join their team in Manchester on a hybrid contract. You will join them on a full-time, permanent basis and in return, you will receive a competitive salary of £23,660.We've supported small and medium-sized enterprises (SMEs) since 1982 and today we...


  • Manchester, United Kingdom Director File Full time

    Job DescriptionAs a leading firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. Our national network of offices enables us to offer a comprehensive range of financial and business strategy services to clients across the UK, facilitating...


  • Manchester, United Kingdom Director File Full time

    As a leading chartered accountancy firm, we offer a comprehensive range of financial services to clients across the UK.About UsWe are a Top 14 firm of chartered accountants, tax and business advisers, working in partnership with clients from entrepreneurs to multi-national corporations.Our ServicesLeveraging our national network of offices, we deliver...


  • Manchester, United Kingdom Shared Services Connected Ltd Full time

    Job Summary:We are seeking a highly skilled Finance Manager to join our team at Shared Services Connected Ltd. The successful candidate will be responsible for supporting the growth of the Consulting sector, providing financial insights, and producing financial documents.Key Responsibilities:Support the growth of the Consulting sector in line with NHS SBS...


  • Manchester, United Kingdom Quilter Financial Advisers Full time

    Job Role:We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers.As a key member of our advisory business, you will play a vital role in helping clients achieve their financial goals by providing expert advice and guidance on financial planning, investments, and wealth management.Key Responsibilities:Provide personalized...

  • Financial Director

    4 weeks ago


    Manchester, United Kingdom Connectment Full time

    Job Title: Financial DirectorThe Financial Director will be responsible for overseeing the financial operations of the company, ensuring that all financial data is accurate and up-to-date. This includes analyzing financial reports, identifying areas for cost reduction, and developing strategies to improve financial performance.Key Responsibilities:Develop...


  • Greater Manchester, United Kingdom BDO UK Full time

    We're a leading accountancy and business advisory firm, providing expert advice and solutions to entrepreneurial organisations. Our team works closely with high-growth businesses, delivering value-led advice and outcomes.Our Advisory team has in-depth knowledge of business, industry sectors, and markets. They understand the constantly changing risks and...

  • Financial Director

    3 weeks ago


    Manchester, United Kingdom Marriott International Full time

    We are seeking a highly skilled Financial Director to lead our finance team at Marriott International. As a key member of our leadership team, you will be responsible for managing the day-to-day accounting function, providing financial leadership, and driving business growth.Key Responsibilities:Preparation and analysis of financial reports and...

  • Financial Director

    4 weeks ago


    Manchester, United Kingdom Hays PLC Full time

    Financial Director - Property and Real Estate - Manchester City CentreYour new companyAn award-winning, high-growth property construction and real estate business based in Manchester City Centre is seeking a Financial Director to lead their finance department and support the Managing Director and CEO in growing the business and expanding their local and...


  • Manchester, United Kingdom Bibby Financial Services Ltd Full time

    About Bibby Financial ServicesBibby Financial Services Ltd is a leading provider of invoice finance and credit control solutions to small and medium-sized enterprises worldwide.Salary and BenefitsThe successful candidate will receive a competitive salary range of £24,000 - £26,000 per annum, plus various benefits including private healthcare for themselves...

  • Financial Director

    4 weeks ago


    Manchester, United Kingdom Connectment Full time

    Job Title: Financial ControllerAbout the Role:We are seeking a highly skilled Financial Controller to join our team at Connectment. As a key member of our financial leadership team, you will be responsible for overseeing the collection, analysis, and consolidation of financial data, as well as assisting the Business Director in the effective management of...

  • Financial Director

    4 weeks ago


    Manchester, United Kingdom MDM Resourcing Full time

    Job OverviewWe are seeking a highly skilled Financial Director to lead our finance function and provide commercial partnering to our Managing Director.This is a commercially oriented role that also leads a small team responsible for management information and accounting within our division.Strategic partnering to the Managing DirectorLeadership of the...

  • Service Director

    3 weeks ago


    Manchester, United Kingdom WR HVAC Full time £60,000 - £80,000

    Service Director OpportunityWR HVAC | M&E is seeking an experienced Service Director to lead a 2 million revenue maintenance business. The ideal candidate will have a background in cultivating relationships with end users and facilities management companies.Key Responsibilities:• Grow a service department as a Service Director or similar• Manage P&L and...

  • Financial Director

    4 weeks ago


    Manchester, United Kingdom Isaac James Associates Full time £60,000 - £65,000

    Financial Controller OpportunityIsaac James Associates is delighted to partner with a leading FMCG business in the North West to appoint a Financial Controller. This is a well-established business that supplies the UK and Ireland Market, and Business Partners with a long list of Household Brands to deliver an amazing array of FMCG products into the Consumer...

  • Associate Director

    6 months ago


    Manchester, United Kingdom Advantage - Transaction Services Full time

    Job Advert **Role Overview**: As the Transaction Services Associate Director with a focus on Financial Due Diligence, working with the Manchester based MD, you will play a pivotal role in driving the growth and success of this new line of business within the mid-market segment. Leveraging your strong background and your established relationships within the...

  • Financial Director

    4 weeks ago


    Manchester, United Kingdom Connectment Full time

    Job DescriptionThe primary function of the Financial Controller is to oversee the collection, analysis, and consolidation of financial data, and to assist the Business Director in the effective management of an organisation's finances. Our Financial Controller will play a key role in the development and maintenance of financial controls, processes, and...

  • Financial Director

    4 weeks ago


    Manchester, United Kingdom Connectment Full time

    Job DescriptionThe primary function of the Financial Controller is to oversee the collection, analysis, and consolidation of financial data and to assist the Business Director in the effective management of an organization's finances. Our Financial Controller will play a key role in the development and maintenance of financial controls processes and systems...


  • Manchester, United Kingdom Amazon UK Services Ltd. Full time

    We are seeking a Financial Director who will play a key role in the success of our Fulfillment Centre operations. As a Senior Finance Manager, you will be responsible for driving financial results and partnering with senior management to achieve business objectives.Key ResponsibilitiesBusiness partner senior management to drive world-class financial...

  • Financial Accountant

    4 weeks ago


    Manchester, United Kingdom Peninsula Business Services Limited Full time

    Job DetailJob Title: Financial AccountantSalary: Competitive + benefitsLocation: ManchesterJob PurposeTo assist the finance team in the preparation of financial reports and provide support for financial analysis and planning.Job OverviewYou will work closely with the financial controller and other members of the finance team to produce financial reports for...