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Wealth Services Manager Jobs (NOW HIRING)

Grant Thornton

Private Wealth Services Tax Manager

Chicago, IL · On-site

$114K - $149K/yr

As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth ...

Grant Thornton

Private Wealth Services Tax Manager

Boston, MA · On-site

$120K - $158K/yr

As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth ...

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Wealth Services Manager information

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$35K

$70.3K

$127.5K

How much do wealth services manager jobs pay per year?

As of Jun 9, 2026, the average yearly pay for wealth services manager in the United States is $70,329.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $83,000.00 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, and why are they important?

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.
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Wealth Services Manager jobs near you

Mid-Level Private Wealth Services Associate Attorney

Direct Counsel

West Palm Beach, FL

$260K - $390K/yr

Full-time

Posted 22 days ago

Job description

Locations: Fort Lauderdale, Miami, West Palm Beach, Tampa

Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services Practice in South Florida. This is an excellent opportunity for an experienced attorney to work on sophisticated succession and tax planning matters for individuals and closely held businesses in a collegial and supportive environment.

Key Responsibilities:

  • Provide comprehensive estate planning, tax, and business succession strategies for individuals and businesses.
  • Advise on corporate, LLC, partnership, and estate planning for closely held and family-owned businesses.
  • Draft complex legal documents to support succession and tax planning needs.

Qualifications:

  • LL.M. in Taxation is required.
  • Florida Bar Membership is mandatory.
  • Exceptional academic credentials.
  • Strong drafting skills and experience handling complex legal matters.

Ideal Candidate Attributes:

  • A detail-oriented professional with the ability to manage sophisticated legal transactions.
  • A collaborative team player with a commitment to delivering excellent client service.
Compensation:
  • Salary range: $260,000 – $390,000 (based on qualifications and experience).

Why Join Us:

  • Work within a collegial atmosphere that values professional growth and advancement.
  • Contribute to a highly respected Private Wealth Services Practice with tangible opportunities for career development.

This role offers an exceptional opportunity to build your career within a well-established private wealth practice while making a meaningful impact on clients' business and estate planning goals.