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

Abracadabra+

VP, Private Wealth Technology

Rochester, NY · On-site

$140 - $170/hr

  • Medical

  • Retirement

  • PTO

Blackstone is looking for a Software Engineering Manager to lead their Private Wealth Technology ... Experience with AWS cloud services and serverless architectures. * Knowledge of RESTful APIs ...

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 ...

Pwc

Financial Services Tax - Real Estate Director

Rochester, NY

$150K - $438K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary The Opportunity As a Financial Services Tax - Real Estate Director, you will play a ...

Pwc

Financial Services Tax - Real Estate Manager

Rochester, NY

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a ...

Mercer Advisors

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

... our wealth advisors to provide tax compliance services to our high-net-worth clients. We are ... The Tax Manager has a passion for client service with experience in individual and entity tax ...

Bonadio

Tax Manager - High Net Worth

Rochester, NY

$80K - $100K/yr

... wealth planning, succession, and family tax strategy. * Create and execute advanced tax planning ... its practice and service to clients. The Firm values the rich variety of perspectives and ...

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Showing results 21-40

All JobsWealth Services JobsWealth Services Manager JobsWealth Services Manager Jobs in Rochester, NY

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 15, 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

VP, Private Wealth Technology

Abracadabra+

Rochester, NY • On-site

$140 - $170/hr

Other

Medical, Retirement, PTO

Posted 10 days ago

Job description

Blackstone is looking for a Software Engineering Manager to lead their Private Wealth Technology team. In this role, you’ll develop innovative products that support fundraising operations. You’ll work with a talented team to build full-stack solutions and data pipelines, all while fostering a culture of technical excellence and collaboration.

What You’ll Do
  • Lead and mentor a team of engineers to foster a culture of excellence.
  • Design and implement scalable backend solutions.
  • Build data pipelines for reliable analytics.
  • Collaborate with product leaders to define technical strategies.
  • Establish engineering standards and best practices.
  • Drive the adoption of modern development practices.
  • Work with stakeholders to translate business needs into tech solutions.
  • Recruit and develop top engineering talent.
What You Need
  • 10+ years of software engineering experience, with at least 3 years in leadership roles.
  • Experience with AWS cloud services and serverless architectures.
  • Knowledge of RESTful APIs, microservices, and data pipelines.
  • Familiarity with CI/CD practices and tools like GitLab and Terraform.
  • Experience with data warehousing solutions like Snowflake.
  • Strong problem-solving skills and ability to work in a fast-paced environment.
  • Experience in financial services is a plus.
What You’ll Love
  • Be part of a fast-paced, entrepreneurial tech team.
  • Opportunity to make a real impact from day one.
  • Comprehensive health benefits and paid time off.
  • 401(k) plan and discretionary bonuses.
  • Inclusive team culture that values diversity.
  • Access to cutting-edge technologies and tools.
About the Firm
  • Blackstone is the world’s largest alternative asset manager.
  • They manage over $1.3 trillion in assets across various investment strategies.
  • The firm focuses on delivering compelling returns for investors.
  • They have a strong commitment to technology and innovation.
  • Blackstone values integrity, professionalism, and excellence in their workforce.
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