Senior Level Financial Services Manager Jobs
Senior level financial services manager jobs place experienced professionals in charge of financial strategy, regulatory oversight, and the teams and initiatives that drive institutional performance. Openings concentrate in Technology & Software, Accounting & Auditing, and Consulting & Professional Services, with a mix of on-site, remote, and hybrid settings across employers like Databricks, Baker Tilly Canada, and Box hiring at this level now.
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Showing 5 of 22+ Senior Level Financial Services Manager jobs
Account Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
Account Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
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Senior Level Financial Services Manager Jobs: Frequently Asked Questions
How do I get a senior level financial services manager job?
Employers at this level look for demonstrated ownership of financial operations, risk management, or client portfolios, not just participation in them. A strong candidate shows a history of leading cross-functional initiatives, managing or mentoring junior managers, and influencing strategy. Credentials like a CFA, CFP, or MBA strengthen your profile, and so does experience with regulatory compliance, enterprise systems, or large book growth.
Which companies hire senior level financial services managers?
Companies hiring senior level financial services managers right now include Databricks, Baker Tilly Canada, and Box, based on current listings on Migrate Mate as of November 2026. Hiring at this level typically comes from large financial institutions, wealth management firms, insurance carriers, and regional banks seeking experienced leaders to run divisions or oversee complex client relationships.
Are there remote senior level financial services manager jobs?
Yes, though availability varies by employer and function. About 59% of senior level financial services manager openings are remote or hybrid as of November 2026, with hybrid arrangements being more common at this level given the client-facing and team leadership responsibilities that many senior roles carry.
What makes a financial services manager role senior level?
Senior level roles are defined by scope and accountability. At this stage, you own outcomes rather than execute tasks, which typically means leading a team or department, setting financial or operational strategy, managing high-value client relationships, and making decisions that carry regulatory or institutional risk. Senior roles also involve mentoring managers below you and contributing directly to business development or organizational direction.
Which industries hire the most senior level financial services managers?
Senior Level financial services manager roles concentrate in Technology & Software, Accounting & Auditing, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they require experienced professionals to manage compliance complexity, oversee large asset bases, or lead client-facing teams operating under strict regulatory frameworks.