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Community Association Portfolio Manager Jobs in Rochester, NY

Morgan Properties

Community Manager

Rochester, NY · On-site

$63K - $65K/yr

Morgan Properties and its affiliates currently own and manage a multifamily portfolio comprised of more than 400 apartment communities and over 110,000 units located in 22 states. The Company is ...

Morgan Properties

Community Manager

Rochester, NY · On-site

$63K - $65K/yr

Morgan Properties and its affiliates currently own and manage a multifamily portfolio comprised of more than 400 apartment communities and over 110,000 units located in 22 states. The Company is ...

Morgan Properties

Community Manager

Webster, NY · On-site

$63K - $70K/yr

Morgan Properties and its affiliates currently own and manage a multifamily portfolio comprised of more than 400 apartment communities and over 110,000 units located in 22 states. The Company is ...

Morgan Properties

Community Manager

Henrietta, NY · On-site

$58K - $66K/yr

Morgan Properties and its affiliates currently own and manage a multifamily portfolio comprised of more than 400 apartment communities and over 110,000 units located in 22 states. The Company is ...

Farm Credit East

Loan Officer

Batavia, NY · On-site

$75K - $105K/yr

... the success of our communities, and the success of each other. Farm Credit East (FCE) is the ... Proactive portfolio management by understanding and analyzing industry trends, market data, and ...

Farm Credit East

Loan Officer

Batavia, NY · Hybrid

$75K - $105K/yr

... the success of our communities, and the success of each other. Farm Credit East (FCE) is the ... Proactive portfolio management by understanding and analyzing industry trends, market data, and ...

Farm Credit East

Loan Officer

Batavia, NY · Hybrid

$75K - $105K/yr

... the success of our communities, and the success of each other. Farm Credit East (FCE) is the ... Proactive portfolio management by understanding and analyzing industry trends, market data, and ...

Rochester Regional Health

Community Health Nurse

Newark, NY · On-site

$36.41 - $48.56/hr

... management to a variety of clients in our community. This promotes good health and one on one ... BLS - Basic Life Support - American Heart Association (AHA)American Heart Association (AHA), RN - ...

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All JobsCommunity Association Portfolio JobsCommunity Association Portfolio Manager JobsCommunity Association Portfolio Manager Jobs in Rochester, NY

Community Association Portfolio Manager information

See Rochester, NY salary details

$36.5K

$63.3K

$90.8K

How much do community association portfolio manager jobs pay per year?

As of Jul 28, 2026, the average yearly pay for community association portfolio manager in Rochester, NY is $63,250.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,300.00 and $68,600.00 per year, depending on experience, location, and employer.

What is the difference between Community Association Portfolio Manager vs Community Association Manager?

AspectCommunity Association Portfolio ManagerCommunity Association Manager
CertificationsTypically requires CAM license, certifications like AMS or PCAMOften requires CAM license, certifications like AMS or PCAM
Work EnvironmentManages multiple communities or properties across regionsManages a single community or a few properties
Employer & Industry UsageUsed by property management firms overseeing multiple associationsUsed by community management companies or HOAs
Search & Comparison IntentPeople comparing roles managing multiple communitiesPeople seeking to understand local community management

The Community Association Portfolio Manager typically oversees multiple communities or properties, requiring broader management skills and often holding certifications like CAM, AMS, or PCAM. In contrast, the Community Association Manager usually manages a single community or a few properties, focusing on day-to-day operations. Both roles require similar credentials but differ mainly in scope and work environment.

What are popular job titles related to Community Association Portfolio Manager jobs in Rochester, NY? For Community Association Portfolio Manager jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Community Association Portfolio Manager jobs in Rochester, NY look for? The top searched job categories for Community Association Portfolio Manager jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Community Association Portfolio Manager jobs? Cities near Rochester, NY with the most Community Association Portfolio Manager job openings:
Community Association Portfolio Manager jobs near you
Infographic showing various Community Association Portfolio Manager job openings in Rochester, NY as of July 2026, with employment types broken down into 3% As Needed, 68% Full Time, 24% Part Time, 1% Temporary, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,250 per year, or $30.4 per hour.
Wealth Advisor III

Wealth Advisor III

Tompkins Community Bank

Pittsford, NY • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Tompkins Community Bank rating

8.4

Company rating: 8.4 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

39th of 170 rated banks

Job description

Overview
Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. With advisor offices across New York, Pennsylvania, and Florida and more than $3 billion in assets under management, we have built a reputation on something that cannot be replicated quickly: the trust of families, sustained across generations.
Joining Tompkins means joining a team that takes the long view - because our clients do. We combine the resources and stability of a full-service financial institution with the personal attention and continuity that define a true advisory relationship.
Position Summary:
The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor for clients whose financial lives span multiple generations, business interests, and planning disciplines. Working alongside a dedicated team - a financial planner, trust officer, and portfolio manager - you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one.
Tompkins advisors are embedded in their communities and supported by a network of bank partners who provide a consistent, warm source of introductions. Rather than building a practice from the ground up alone, you will benefit from institutional infrastructure and the momentum of a collaborative team. The compensation model - salary, bonus, and equity - reflects that partnership and provides the kind of stability that allows advisors to focus on what they do best.
Responsibilities
Client Relationship Management
  • Serve as the primary point of contact and trusted advisor for an assigned client portfolio
  • Conduct thorough discovery to understand each client's goals, values, family circumstances, and financial priorities
  • Facilitate client meetings with clarity and purpose, translating complex planning concepts into practical, personal guidance
  • Stay attuned to evolving client needs, responding thoughtfully to life changes, market developments, and shifting objectives
  • Cultivate relationships with the consistency and attentiveness that earn long-term confidence - recognizing that a client's trust is built over time and demonstrated through every interaction

Business Development
  • Develop and deepen a client portfolio through disciplined prospecting and relationship development, consistently delivering against the revenue expectations of a senior advisor
  • Manage inbound referrals from Tompkins Community Bank retail & commercial bank partners, developing relationships that align with the firm's service standards
  • Cultivate relationships with centers of influence - attorneys, accountants, and other trusted advisors - whose clients may benefit from the firm's services
  • Represent Tompkins Financial Advisors at community events, professional associations, and charitable organizations
  • Build and sustain a referral network through in-person community involvement, and develop an online presence that reflects professional expertise and extends the firm's reach through digital content and engagement

Partnership & Collaboration
  • Direct a dedicated client strategy team - financial planner, trust officer, and portfolio manager - coordinating specialist involvement based on each client's priorities
  • Serve as the integrating voice across disciplines, ensuring that investment, trust, and banking strategies are coherent and clearly communicated to the client
  • Embrace a team environment defined by shared standards, mutual accountability, and a commitment to the client experience

Compliance & Professional Standards
  • Conduct all client and business activity in accordance with applicable regulatory requirements and firm policy
  • Maintain accurate documentation of client interactions, recommendations, and planning decisions
  • Preserve client confidentiality and uphold the firm's standards of integrity in all professional conduct
  • Stay current on relevant regulatory developments and apply sound, consistent practices across all client work

Qualifications
  • Bachelor's degree or equivalent professional experience, required
  • Minimum of ten (10) years of experience in wealth management, financial advisory, or relationship management
  • CFP® or CPWA® designation preferred
  • Proficiency in wealth management platforms, engaging clients through digital channels, including conferencing and web-based planning tools, as an extension of the in-person relationship
  • This role is office-based, working out of a Tompkins Financial Advisors location

Key Success Factors:
  • Client Stewardship - Builds relationships grounded in trust, consistency, and a genuine understanding of each client's circumstances. Prioritizes long-term outcomes and sustained engagement.
  • Team Collaboration - Directs a multidisciplinary team with clarity and purpose, ensuring each specialist's contribution is well-timed and well-coordinated on behalf of the client.
  • Professional Judgment - Navigates complex client situations with sound reasoning, discretion, and the ethical standards that a multi-generational advisory relationship demands.
  • Business Development - Pursues new client relationships with initiative and intention, supported by an established referral network and a clear sense of what a Tompkins relationship represents.
  • Influence Through Example - Sets the standard for client engagement and professional conduct, contributing to a team culture where colleagues at every level are encouraged to grow.

Benefits
  • Medical
  • Dental
  • Vision
  • 401(k) Match
  • Profit Sharing
  • Paid Time Off
  • 11 Holidays
  • Tuition Reimbursement
  • Free Parking throughout Tompkins Community Bank
  • Employee Referrals

EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
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Pay Range
USD $100,000.00 - USD $135,000.00 /Yr.
Bonus/Incentive Plan
This position includes participation in a performance-based cash incentive plan. May also be eligible for Equity Grants.

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