ZipRecruiter

Log In

1

Wealth Management Director Jobs in Rochester, NY

Tompkins Community Bank

Wealth Advisor III

Pittsford, NY · On-site

$100K/yr

Direct a dedicated client strategy team - financial planner, trust officer, and portfolio manager ... Proficiency in wealth management platforms, engaging clients through digital channels, including ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Thorley Wealth Management - Rochester, NY Date: July 2026 Job Summary The Receptionist is ... Scheduling and Meeting Support · Schedule client review meetings with advisor(s) as directed. · ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Thorley Wealth Management - Rochester, NY Date: July 2026 Job Summary The Receptionist is ... Scheduling and Meeting Support · Schedule client review meetings with advisor(s) as directed. · ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Thorley Wealth Management - Rochester, NY Date: July 2026 Job Summary The Receptionist is ... Scheduling and Meeting Support · Schedule client review meetings with advisor(s) as directed. · ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Thorley Wealth Management - Rochester, NY Date: July 2026 Job Summary The Receptionist is ... Scheduling and Meeting Support · Schedule client review meetings with advisor(s) as directed. · ...

next page

Showing results 1-20

All JobsWealth Management JobsWealth Management Director JobsWealth Management Director Jobs in Rochester, NY

Wealth Management Director information

See Rochester, NY salary details

$33.1K

$115.9K

$192.9K

How much do wealth management director jobs pay per year?

As of Aug 26, 2026, the average yearly pay for wealth management director in Rochester, NY is $115,914.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,900.00 and $154,900.00 per year, depending on experience, location, and employer.

What are some common challenges a wealth management director faces when leading advisory teams?

Wealth Management Directors often encounter challenges balancing client relationship management with team leadership responsibilities. They must ensure their team consistently delivers personalized, high-quality advice while adapting to evolving regulations and market conditions. Additionally, fostering collaboration among advisors with diverse expertise and maintaining motivation during market downturns are common hurdles. Effective communication, ongoing training, and clear goal-setting are essential strategies for overcoming these challenges and supporting both clients and team members.

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

To thrive as a Wealth Management Director, you need deep expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance and certifications such as CFP or CFA. Mastery of portfolio management software, CRM systems, and financial analysis tools is crucial for daily operations. Exceptional interpersonal skills, leadership, and strategic thinking set outstanding professionals apart in this role. These skills ensure effective client relationship management, regulatory adherence, and the successful growth of both client portfolios and the firm.

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

AspectWealth Management DirectorFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior-level, strategic planning, managing teamsClient-facing, personalized financial planning
Employer & Industry UsageBanks, wealth management firms, private banksIndependent, brokerage firms, financial planning firms
Search & Comparison IntentHigh-level management, strategic rolesClient service, financial planning

The Wealth Management Director typically holds senior certifications and oversees strategic client portfolios, managing teams and operations. In contrast, Financial Advisors focus on direct client relationships, providing personalized financial advice. While both roles require similar credentials, the Director's role is more strategic and managerial, often within larger institutions, whereas Financial Advisors are more client-centric and operational.

What are the most commonly searched types of Wealth Management jobs in Rochester, NY?

The most popular types of Wealth Management jobs in Rochester, NY are:

What are popular job titles related to Wealth Management Director jobs in Rochester, NY?

For Wealth Management Director jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Wealth Management Director jobs in Rochester, NY look for?

The top searched job categories for Wealth Management Director jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Wealth Management Director jobs?

Cities near Rochester, NY with the most Wealth Management Director job openings:

Wealth Management Director jobs near you
Infographic showing various Wealth Management Director job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $115,914 per year, or $55.7 per hour.

J.P. Morgan Wealth Management - Executive Director, Product Director, Product Acceleration Garage

JPMorgan Chase & Co.

Rochester, NY • On-site

$140 - $210/hr

Other

Posted 15 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

70th of 172 rated banks

Job description

Join a dynamic team transforming the client and advisor experience through cutting-edge AI solutions. Grow your career by collaborating with experts and driving impactful product innovation.

As a Product Director in US Wealth Management’s Acceleration Garage, you will lead and develop AI-driven features to enhance client, advisor, and service experiences. You will manage a small team focused on rapidly developing features that transform experiences across JP Morgan Wealth Management. You will evaluate solutions, define product requirements, and drive rapid product iteration while collaborating with stakeholders. Your expertise will shape the future of wealth management products.

Job responsibilities:
  • Integrate data analytics, user research, and market analysis to prioritize features
  • Collaborate with stakeholders to define product strategy
  • Drive prioritization of product features using company goals
  • Write product requirements with Technology, Design, Data & Analytics teams
  • Lead product design and execution through rapid iteration
  • Communicate product vision across functions and to senior leadership
  • Size business value and scope product solutions based on customer insights
  • Demonstrate self-motivation and commitment to learning new technology trends
  • Act as a thought leader on evolving industry landscape
Required qualifications, capabilities, and skills
  • Ten or more years of product management experience
  • Experience in wealth management, financial planning, asset management, or digital banking
  • Passion for new industry trends and AI landscape
  • Experience launching new or enhanced products to market
  • Experience leading cross-functional teams
  • Structured thinker and effective communicator
  • Highly self-motivated with initiative and problem-solving skills
  • Ability to ask intelligent questions and push the team further
  • Ability to prioritize tasks and ensure execution against product roadmap
  • Excellent written communication skills
  • Ability to excel in ambiguity
Preferred qualifications, capabilities, and skills
  • M.B.A. or graduate degree in relevant field
  • Advanced user of Jira or other product tools
  • Product management experience in wealth management
#J-18808-Ljbffr

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply