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Wealth Services Manager Jobs in Ridgewood, NJ (NOW HIRING)

Pwc

Wealth Management Tax Services Manager

New York, NY · On-site

$99K - $266K/yr

The Opportunity As part of the Wealth Management Tax Services team you are going to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and ...

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Wealth Services Manager information

See Ridgewood, NJ salary details

$35.4K

$71.2K

$129K

How much do wealth services manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for wealth services manager in Ridgewood, NJ is $71,158.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,600.00 and $84,000.00 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 Ridgewood, NJ? For Wealth Services Manager jobs in Ridgewood, NJ, the most frequently searched job titles are:
What job categories do people searching Wealth Services Manager jobs in Ridgewood, NJ look for? The top searched job categories for Wealth Services Manager jobs in Ridgewood, NJ are:
What cities near Ridgewood, NJ are hiring for Wealth Services Manager jobs? Cities near Ridgewood, NJ with the most Wealth Services Manager job openings:
Wealth Services Manager jobs near you
Infographic showing various Wealth Services Manager job openings in Ridgewood, NJ as of July 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $71,158 per year, or $34.2 per hour.

Specialist, Client Service Management I - Wealth Services Ops

BNY

Jersey City, NJ • On-site

$52K - $65K/yr

Other

Re-posted 6 hours ago

Job description

Specialist, Client Service Management I - Wealth Services Ops

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Specialist, Client Service Management I - Wealth Services Ops to join our Total Wealth Services Ops team. This role is located in Lake Mary, FL.

In this role, you'll make an impact in the following ways:

  • Serve as a point of contact to clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon.
  • Ensure good client relations are maintained and inquiries are researched and resolved efficiently.
  • Participate in the end-to-end client service delivery model and report on client satisfaction.
  • Engage in issue resolution of day-to-day issues and collaborate with internal partners on more complex matters.
  • Collect data on the execution of service commitments and build understanding of clients' business.
  • Serve as a project member on initiatives to help clients streamline their operating model across our franchise.
  • Build relationships with business partners and support client service or sales activities, including assisting in the creation of RFPs, KPIs, or client documents by providing required data.

To be successful in this role, we're seeking the following:

  • Bachelor's degree or the equivalent combination of education and experience.
  • 2-3 years of total work experience preferred.
  • Experience in an operational area and/or client services preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $65,200 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.

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