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Wealth Services Manager Jobs in Reston, VA (NOW HIRING)

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

... management peers (Wealth Advisor, private banker, attorney and tax advisor) to deliver an ... As a service business, our people are our assets. Engaging our clients and employees is our highest ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.25 - $22.75/hr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.50 - $23/hr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...

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Wealth Services Manager information

See Reston, VA salary details

$36.4K

$73.2K

$132.6K

How much do wealth services manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth services manager in Reston, VA is $73,167.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,000.00 and $86,300.00 per year, depending on experience, location, and employer.

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

AspectWealth Services ManagerFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications typically required
Work EnvironmentFinancial institutions, private banks, wealth management firmsIndependent practice, banks, or advisory firms
Primary FocusOverseeing client portfolios, managing wealth strategiesProviding personalized financial planning and investment advice
Client InteractionHigh-level relationship management, often with high-net-worth clientsDirect client advising, financial planning, and investment recommendations

The main difference is that Wealth Services Managers focus on overseeing and coordinating wealth management services within institutions, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require relevant certifications and serve high-net-worth individuals, but their day-to-day responsibilities and work environments differ.

What are the key skills and qualifications needed to thrive as a wealth services manager?

To thrive as a Wealth Services Manager, you need strong financial acumen, investment knowledge, and typically a bachelor's degree in finance or related field, often supplemented by certifications like CFP or CFA. Familiarity with wealth management platforms, portfolio analysis tools, and CRM systems is essential for client and account management. Outstanding relationship-building, communication, and problem-solving skills set top performers apart in managing high-net-worth clients. These skills and qualifications are crucial for delivering tailored financial solutions, maintaining client trust, and achieving organizational growth in a competitive market.

What is a wealth services manager?

A Wealth Services Manager is a financial professional who provides personalized financial advice and services to high-net-worth individuals, families, or businesses. They help clients manage their wealth by offering guidance on investments, estate planning, tax strategies, and other financial matters. Wealth Services Managers often work for banks, investment firms, or private wealth management companies, and their goal is to help clients grow, protect, and transfer their assets efficiently. They also coordinate with other specialists, such as tax advisors and estate planners, to create comprehensive financial plans.

How does a wealth services manager typically collaborate with financial advisors and other professionals to serve clients?

Wealth Services Managers work closely with financial advisors, tax professionals, and legal experts to provide comprehensive financial solutions for clients. This collaboration ensures that clients receive tailored advice that addresses investment strategies, estate planning, tax optimization, and risk management. Regular team meetings and case discussions are common, allowing the Wealth Services Manager to coordinate efforts, monitor progress, and adjust strategies as client needs evolve. Effective communication and relationship-building skills are crucial for success in this collaborative environment.
What are popular job titles related to Wealth Services Manager jobs in Reston, VA? For Wealth Services Manager jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Wealth Services Manager jobs in Reston, VA look for? The top searched job categories for Wealth Services Manager jobs in Reston, VA are:
What cities near Reston, VA are hiring for Wealth Services Manager jobs? Cities near Reston, VA with the most Wealth Services Manager job openings:
Wealth Services Manager jobs near you

Client Service Associate, GC Wealth

General Catalyst

Washington, DC

$16.50 - $22.75/hr

Full-time

Posted 18 days ago

Job description

Who We Are

General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond.

With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.

GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit organizations.

About The Role

We are seeking a Client Service Associate to join our wealth management organization. 

The Client Service Associate (CSA) is a key member of the GC Wealth team, supporting the delivery of high-quality service and efficient execution of client needs. This role partners closely with Relationship Managers and Analysts to provide day-to-day support across client accounts and operations. This professional oversees complex client relationships, and serves as a trusted resource for both clients and internal teams. The ideal candidate is detail-oriented and client-focused.

Key Responsibilities

  • Support client service efforts by responding to inquiries and assisting with relationship management for high-net-worth clients
  • Assist with client onboarding, including account openings, KYC documentation, and entity setup (e.g., trusts, LLCs)
  • Process cash movements, wires, journals, and securities transfers accurately and in line with firm policies
  • Handle account maintenance requests (e.g., beneficiary updates, address changes, standing instructions)
  • Monitor accounts for required actions (e.g., RMDs, KYC updates) and escalate as needed
  • Support alternative investment activity, including subscriptions, capital calls, and redemptions
  • Track and follow up on outstanding items across custodians, banks, and internal teams
  • Maintain accurate records and ensure proper documentation for reporting and compliance
  • Deliver a high-quality client experience and escalate complex issues appropriately
  • Monitor and follow through on outstanding items across custodians, banks, and internal departments.
  • Maintain accurate records for cost basis, tax documents, and customized reporting requirements.
  • Maintain audit-ready documentation and support internal/external reviews.
  • Anticipate client needs and deliver a white-glove, highly responsive service experience.

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 1 to 3 years of experience as a Client Service Associate or similar role within a wealth management or investment advisory firm.
  • In-depth knowledge of custodial platforms, account administration, and financial operations.
  • Proven ability to manage multiple priorities and deliver exceptional service.
  • Excellent attention to detail, communication, and problem-solving skills.

Preferred Qualifications

  • Experience with wealth management technology platforms and CRM systems.

 At General Catalyst, we believe the best ideas and the boldest outcomes come from people who bring different perspectives to the table. We know that outlier outcomes require us to think differently than everyone else. That's why we're committed to building teams that reflect a wide range of backgrounds, experiences and ways of thinking. Diverse perspectives are essential to our mission of responsible innovation and creating inclusive prosperity.

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