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Manager Wealth Management Jobs (NOW HIRING)

Voya Wealth Management is expanding its presence in Boston's Seaport, and this role sits at the center of that growth. As Sales Manager for the Investor Center, you will play a critical role in ...

Lead and own product development initiatives for wealth management offerings, balancing time, quality, cost, and benefit factors. * Collaborate with advisor distribution teams and subject matter ...

Lead and own product development initiatives for wealth management offerings, balancing time, quality, cost, and benefit factors. * Collaborate with advisor distribution teams and subject matter ...

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Manager Wealth Management information

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$27.5K

$81.7K

$137.5K

How much do manager wealth management jobs pay per year?

As of Sep 1, 2026, the average yearly pay for manager wealth management in the United States is $81,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What does a manager wealth management do?

A Manager Wealth Management oversees the financial portfolios of clients, providing personalized advice on investments, estate planning, tax strategies, and retirement planning. They analyze clients’ financial situations, develop tailored wealth management strategies, and monitor progress toward financial goals. Additionally, they often lead a team of advisors, ensure regulatory compliance, and help attract new clients to the firm. Their role requires strong analytical, interpersonal, and leadership skills to deliver comprehensive financial solutions.

What are some common challenges faced by a manager wealth management, and how can they be addressed?

One common challenge for a Manager in Wealth Management is balancing the diverse financial goals and risk tolerances of clients while ensuring regulatory compliance. Additionally, managing a team of advisors requires strong leadership to foster collaboration, motivation, and professional growth. Staying current with market trends and investment products is crucial, as is maintaining effective communication with both clients and team members. Successful managers often address these challenges by promoting continuous education, leveraging technology for portfolio management, and cultivating a client-centric team culture.

What are the key skills and qualifications needed to thrive as a manager wealth management, and why are they important?

To thrive as a Manager Wealth Management, you need a solid background in finance, investment strategies, and portfolio management, typically supported by a relevant degree and certifications like CFA or CFP. Familiarity with financial planning software, CRM systems, and market analysis tools is commonly required. Exceptional interpersonal skills, leadership, and the ability to build trust with clients set top performers apart. These skills and qualities are essential for effectively managing client assets, driving business growth, and delivering personalized financial solutions.

What is the difference between Manager Wealth Management vs Financial Advisor?

AspectManager Wealth ManagementFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentBanking, private banks, wealth management firmsIndependent, bank, or firm-based
Primary FocusOverseeing client portfolios, managing teamsProviding financial planning and investment advice
Client InteractionHigh-net-worth individuals, institutional clientsIndividual clients, families

Manager Wealth Management typically involves overseeing client portfolios and managing teams within banking or wealth firms, requiring advanced certifications. Financial Advisors focus on providing personalized financial planning and investment advice to individual clients. While both roles require similar credentials and work in related environments, their primary responsibilities and client interactions differ.

Is a manager wealth management a good career?

A manager in wealth management is a professional responsible for advising high-net-worth clients on investment strategies, financial planning, and asset management. The role typically requires strong interpersonal skills, financial knowledge, and relevant certifications such as the CFP or CFA. It can be a rewarding career with opportunities for advancement and high earning potential, especially in firms with a strong client base and performance incentives.

What cities are hiring for Manager Wealth Management jobs?

Cities with the most Manager Wealth Management job openings:

What are the most commonly searched types of Wealth Management jobs?

The most popular types of Wealth Management jobs are:

What states have the most Manager Wealth Management jobs?

States with the most job openings for Manager Wealth Management jobs include:

Manager, Wealth Management

FAVARH

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


Job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Profile Summary
Are you ready to join a company with a strong purpose and a winning culture? Start your Voya journey!

Voya Wealth Management is expanding its presence in Boston's Seaport, and this role sits at the center of that growth.

As Sales Manager for the Investor Center, you will play a critical role in shaping the future of how Voya delivers wealth management guidance. This is an entrepreneur's opportunity for a leader who wants to develop people, deepen client relationships, and help scale a modern, fiduciary-focused advisory business.

You'll lead a team of financial advisors, with responsibility for advisor development, client experience, asset retention, and sales performance. More than managing outcomes, you'll help create the environment, mindset, and capabilities that drive long-term success for both clients and advisors.

This role is ideal for a leader who is energized by coaching others, building strong teams, and growing alongside the business.

Profile Description
Build Meaningful Client Experiences

  • Champion a discovery-first, consultative approach, helping advisors move beyond transactional interactions to trusted, long-term client partnerships
  • Coach advisors to consistently deliver Voya's fiduciary and advisory standards
  • Drive asset retention and sales growth by strengthening client relationships and improving client outcomes

Develop and Grow Your Advisors

  • Provide hands-on, personalized coaching aligned to each advisor's experience level, strengths, and career goals
  • Support advisors as they pursue additional licenses and professional development, reinforcing a culture of continuous learning
  • Create stretch opportunities that build confidence, capability, and career momentum
  • Act as a connector between individual advisor aspirations and broader organizational priorities

Lead, Improve, and Build What's Next

  • Operate with a business-owner mindset, identifying opportunities to improve performance, processes, and advisor effectiveness
  • Contribute to planning and strategic initiatives across the Investor Center as Voya continues to expand its wealth management footprint
  • Ensure strong oversight of compliance, call quality, documentation, and supervisory responsibilities in a fiduciary environment
  • Use data and performance insights to guide coaching, identify emerging talent, and inform decision-making

How We Work at Voya: Our Core 4

  • Customer Obsession - We put the customer at the center of every decision
  • Transform with AI & Automation - We continuously improve how work gets done through innovation
  • Drive Performance Through Our People - We invest in learning, growth, and putting the right people in the right roles
  • Execute on the Fundamentals - We lead with discipline, consistency, and attention to detail

Knowledge and Experience
We're looking for strong leadership potential and a growth mindset.

  • Experience leading, coaching, or developing teams in financial services, sales, or a related environment
  • Demonstrated ability to build trust, develop talent, and improve team performance
  • Exposure to retirement, investment, or wealth management solutions, with interest in continuing to deepen expertise
  • Comfort operating in a regulated or fiduciary environment, or willingness to grow into this responsibility
  • Ability to translate business strategy into clear priorities and actionable coaching
  • A genuine passion for developing people and helping others succeed
  • A proactive, improvement-oriented mindset - you look for ways to make things better

Licensing and Credentials

  • FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24)
  • Voya supports leaders in obtaining, maintaining, or expanding required licenses as part of ongoing development

Education

  • A bachelor's degree is strongly preferred however; an appropriate amount of relevant experience may be considered in lieu of a bachelor's degree.
  • Advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus, but not required

#LI-MG1

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$150,000 - $175,000 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan - with generous company matching contributions (up to 6%)
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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