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Wealth Services Manager Jobs in Rochester, NY (NOW HIRING)

Tompkins Community Bank

Wealth Advisor III

Pittsford, NY · On-site

$100K/yr

Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial ... We combine the resources and stability of a full-service financial institution with the personal ...

Deloitte

Tax Manager - Private Wealth

Rochester, NY

$109K - $143K/yr

Do you excel at delivering compliance and consulting services to individual clients and their ... Recruiting for this role ends on May 31, 2027 What You'll Do As a Tax Manager in our Private Wealth ...

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Executive Wealth Advisor Job Location: Rochester, NY Job Type: Full time * Conduct all Get to Know ... services models to drive new clients to the firm. * Serves on investment management committee or ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Wealth Advisors/teams as needed) * Managing the calendar including coordinating meetings or events ...

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Wealth Services Manager information

See Rochester, NY salary details

$34.5K

$69.4K

$125.8K

How much do wealth services manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for wealth services manager in Rochester, NY is $69,392.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $81,900.00 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 Rochester, NY? For Wealth Services Manager jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Wealth Services Manager jobs in Rochester, NY look for? The top searched job categories for Wealth Services Manager jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Wealth Services Manager jobs? Cities near Rochester, NY with the most Wealth Services Manager job openings:
Wealth Services Manager jobs near you

Wealth Advisor III

Tompkins Community Bank

Pittsford, NY • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Tompkins Community Bank rating

8.4

Company rating: 8.4 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

40th of 170 rated banks

Job description

Overview
Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. With advisor offices across New York, Pennsylvania, and Florida and more than $3 billion in assets under management, we have built a reputation on something that cannot be replicated quickly: the trust of families, sustained across generations.
Joining Tompkins means joining a team that takes the long view - because our clients do. We combine the resources and stability of a full-service financial institution with the personal attention and continuity that define a true advisory relationship.
Position Summary:
The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor for clients whose financial lives span multiple generations, business interests, and planning disciplines. Working alongside a dedicated team - a financial planner, trust officer, and portfolio manager - you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one.
Tompkins advisors are embedded in their communities and supported by a network of bank partners who provide a consistent, warm source of introductions. Rather than building a practice from the ground up alone, you will benefit from institutional infrastructure and the momentum of a collaborative team. The compensation model - salary, bonus, and equity - reflects that partnership and provides the kind of stability that allows advisors to focus on what they do best.
Responsibilities
Client Relationship Management
  • Serve as the primary point of contact and trusted advisor for an assigned client portfolio
  • Conduct thorough discovery to understand each client's goals, values, family circumstances, and financial priorities
  • Facilitate client meetings with clarity and purpose, translating complex planning concepts into practical, personal guidance
  • Stay attuned to evolving client needs, responding thoughtfully to life changes, market developments, and shifting objectives
  • Cultivate relationships with the consistency and attentiveness that earn long-term confidence - recognizing that a client's trust is built over time and demonstrated through every interaction

Business Development
  • Develop and deepen a client portfolio through disciplined prospecting and relationship development, consistently delivering against the revenue expectations of a senior advisor
  • Manage inbound referrals from Tompkins Community Bank retail & commercial bank partners, developing relationships that align with the firm's service standards
  • Cultivate relationships with centers of influence - attorneys, accountants, and other trusted advisors - whose clients may benefit from the firm's services
  • Represent Tompkins Financial Advisors at community events, professional associations, and charitable organizations
  • Build and sustain a referral network through in-person community involvement, and develop an online presence that reflects professional expertise and extends the firm's reach through digital content and engagement

Partnership & Collaboration
  • Direct a dedicated client strategy team - financial planner, trust officer, and portfolio manager - coordinating specialist involvement based on each client's priorities
  • Serve as the integrating voice across disciplines, ensuring that investment, trust, and banking strategies are coherent and clearly communicated to the client
  • Embrace a team environment defined by shared standards, mutual accountability, and a commitment to the client experience

Compliance & Professional Standards
  • Conduct all client and business activity in accordance with applicable regulatory requirements and firm policy
  • Maintain accurate documentation of client interactions, recommendations, and planning decisions
  • Preserve client confidentiality and uphold the firm's standards of integrity in all professional conduct
  • Stay current on relevant regulatory developments and apply sound, consistent practices across all client work

Qualifications
  • Bachelor's degree or equivalent professional experience, required
  • Minimum of ten (10) years of experience in wealth management, financial advisory, or relationship management
  • CFP® or CPWA® designation preferred
  • Proficiency in wealth management platforms, engaging clients through digital channels, including conferencing and web-based planning tools, as an extension of the in-person relationship
  • This role is office-based, working out of a Tompkins Financial Advisors location

Key Success Factors:
  • Client Stewardship - Builds relationships grounded in trust, consistency, and a genuine understanding of each client's circumstances. Prioritizes long-term outcomes and sustained engagement.
  • Team Collaboration - Directs a multidisciplinary team with clarity and purpose, ensuring each specialist's contribution is well-timed and well-coordinated on behalf of the client.
  • Professional Judgment - Navigates complex client situations with sound reasoning, discretion, and the ethical standards that a multi-generational advisory relationship demands.
  • Business Development - Pursues new client relationships with initiative and intention, supported by an established referral network and a clear sense of what a Tompkins relationship represents.
  • Influence Through Example - Sets the standard for client engagement and professional conduct, contributing to a team culture where colleagues at every level are encouraged to grow.

Benefits
  • Medical
  • Dental
  • Vision
  • 401(k) Match
  • Profit Sharing
  • Paid Time Off
  • 11 Holidays
  • Tuition Reimbursement
  • Free Parking throughout Tompkins Community Bank
  • Employee Referrals

EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
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Pay Range
USD $100,000.00 - USD $135,000.00 /Yr.
Bonus/Incentive Plan
This position includes participation in a performance-based cash incentive plan. May also be eligible for Equity Grants.

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