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Wealth Relationship Manager Jobs in Rochester, NY

Tompkins Community Bank

Wealth Advisor III

Pittsford, NY · On-site

$100K/yr

Overview The Wealth Advisor III is responsible for maintaining existing client relationships and ... Client Relationship Management & Business Development Strengthen existing client relationships to ...

Citizens

Wealth Advisor- Rochester, NY

Rochester, NY

$105K/yr

Grow existing relationships through partnership referrals. * Tailor wealth management planning to meet client needs. * Utilize the knowledge of internal stakeholders and specialists in delivering a ...

Citizens Bank

Wealth Advisor- Rochester, NY

Rochester, NY · On-site

$105K/yr

Grow existing relationships through partnership referrals. * Tailor wealth management planning to meet client needs. * Utilize the knowledge of internal stakeholders and specialists in delivering a ...

Citizens

Wealth Advisor- Rochester, NY

Rochester, NY

$105K/yr

Grow existing relationships through partnership referrals. * Tailor wealth management planning to meet client needs. * Utilize the knowledge of internal stakeholders and specialists in delivering a ...

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Wealth Relationship Manager information

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$27.6K

$79.6K

$138.6K

How much do wealth relationship manager jobs pay per year?

As of May 28, 2026, the average yearly pay for wealth relationship manager in Rochester, NY is $79,629.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,800.00 and $104,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Relationship Manager, and why are they important?

To excel as a Wealth Relationship Manager, you need a strong background in finance, investment products, and client relationship management, typically supported by a bachelor's degree in finance or related field and relevant licenses such as FINRA Series 7 or 66. Familiarity with CRM software, financial planning tools, and portfolio management systems is essential. Outstanding interpersonal skills, trustworthiness, and proactive communication help build lasting client relationships and identify new opportunities. These capabilities are crucial for delivering personalized financial advice, retaining high-net-worth clients, and achieving organizational growth.

How does a Wealth Relationship Manager typically collaborate with other financial professionals to serve clients effectively?

Wealth Relationship Managers often work closely with a team that includes financial advisors, portfolio managers, tax specialists, and legal experts to provide holistic financial solutions for clients. Regular collaboration ensures that clients receive comprehensive advice tailored to their financial goals, whether it's investment management, estate planning, or tax optimization. Frequent team meetings and joint client consultations are common, allowing for coordinated strategies and seamless communication. This collaborative environment supports both client satisfaction and professional growth within the wealth management sector.

What does a Wealth Relationship Manager do?

A Wealth Relationship Manager is a financial professional who helps clients manage, grow, and protect their wealth. They provide personalized financial advice, investment management, and estate planning services tailored to each client's needs and goals. Their role often includes building long-term relationships with clients, understanding their financial objectives, and recommending suitable products and strategies. They may also coordinate with other specialists, such as tax advisors and legal experts, to offer comprehensive wealth management solutions.

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

AspectWealth Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking or private wealth management firmsIndependent or firm-based financial planning
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practice
Primary FocusManaging client relationships and cross-selling banking productsProviding comprehensive financial planning and investment advice

While both roles serve high-net-worth clients, Wealth Relationship Managers focus on relationship management within banking environments, emphasizing cross-selling banking products. Financial Advisors primarily provide holistic financial planning and investment advice, often working independently or within advisory firms. Understanding these distinctions helps clients and professionals choose the right service or career path.

What are popular job titles related to Wealth Relationship Manager jobs in Rochester, NY? For Wealth Relationship Manager jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Wealth Relationship Manager jobs in Rochester, NY look for? The top searched job categories for Wealth Relationship Manager jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Wealth Relationship Manager jobs? Cities near Rochester, NY with the most Wealth Relationship Manager job openings:
Wealth Relationship Manager jobs near you
Wealth Manager

Wealth Manager

Leah Yosef International, Inc.

Rochester, NY

$170K/yr

Other

Posted 9 days ago

Job description

Succession Planning

Independent, multi-billion-dollar AUM RIA in Rochester, New York is seeking a Lead Wealth Manager to serve as a trusted partner and primary relationship manager to a select group of the firm’s most complex clients. Succession planning opportunity.

Highlights

  • Serve as the Lead Wealth Manager for existing client relationships transitioning from firm managing partners (150M+ AUM) as part of ongoing succession planning.
  • Advise clients and deliver comprehensive financial planning, advanced estate and tax planning, risk management, multi-generational business succession planning, and family governance
  • Opportunity to participate in future firm growth by assuming responsibility for additional complex, high-net-worth client relationships, both existing and newly developed
  • Nationally recognized exceptional culture that places a high priority on both the client experience as well as work/life balance
  • $170,000+ first year compensation package

Requirements

  • 5+ years independently managing high-net-worth clients
  • Advanced designations such as CFP, CPA, JD or CFA preferred
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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