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Project Manager In Finance Jobs (NOW HIRING)

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Minimum of 5 years of experience in financial management or related roles * Strong leadership and ... Utilize project management tools and processes to maximize program performance. * Manage and ...

Project Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management ... in finance, wealth management or technology industries preferred. * Bachelor's Degree or the ...

IT Project Manager

Philadelphia, PA · On-site

$99K - $117K/yr

Preferred:** - Background in financial services, trading, or large-scale tech environments. - Experience advancing project management practices within an organization. - Proven track record in ...

As a Project Manager at Republic Finance you will play a pivotal role in planning, executing, and delivering projects on time and within budget. You will be responsible for ensuring project ...

As a Project Manager at Republic Finance you will play a pivotal role in planning, executing, and delivering projects on time and within budget. You will be responsible for ensuring project ...

Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people ... Project Manager to join Proofpoint and help with our finance initiatives. You will have the ...

Sr Project Manager

Naples, FL · On-site

$120K - $150K/yr

In this role, you will oversee the management and delivery of complex construction projects, ensuring they are executed efficiently, on schedule, and within budget. Key Responsibilities: * Plan ...

Master's degree in finance, environmental science and policy, or a closely related field and 3 years of experience in the job offered or in a manager role involving project and infrastructure finance.

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Project Manager In Finance information

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How much do project manager in finance jobs pay per hour?

As of Jul 23, 2026, the average hourly pay for project manager in finance in the United States is $60.16, according to ZipRecruiter salary data. Most workers in this role earn between $46.63 and $72.12 per hour, depending on experience, location, and employer.

What are the 4 types of project managers?

In project management, four common types of project managers are functional, projectized, matrix, and hybrid. Functional managers work within specific departments, projectized managers lead dedicated project teams, matrix managers operate across multiple departments with shared authority, and hybrid combines elements of these structures. Understanding these types helps in selecting the right management approach for finance projects, often requiring certifications like PMP and familiarity with project management tools.

How much does a project manager at JP Morgan make?

A project manager in finance at JP Morgan typically earns between $90,000 and $150,000 annually, depending on experience, location, and certifications. Senior project managers or those with specialized skills may earn higher salaries, often supplemented with bonuses and benefits.

What does a project manager do in finance?

A project manager in finance oversees financial projects, ensuring they are completed on time, within scope, and budget. They coordinate teams, manage resources, develop schedules, and communicate progress to stakeholders, often using tools like MS Project or Excel. Strong organizational, communication, and risk management skills are essential for success in this role.

What is the difference between Project Manager In Finance vs Financial Analyst?

AspectProject Manager In FinanceFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; PMP or CAPM certification often preferredBachelor's degree in finance, economics, or related field; CFA certification beneficial
Work EnvironmentProject-based teams within financial institutions, corporate finance departments, or consulting firmsAnalytical teams in banks, investment firms, or corporate finance divisions
Employer & Industry UsageFinancial services, banking, corporate finance, consultingInvestment banking, asset management, corporate finance, banking

While both roles operate within the finance industry, Project Managers In Finance focus on overseeing financial projects, coordinating teams, and ensuring project delivery. Financial Analysts primarily analyze financial data, prepare reports, and support investment decisions. The roles complement each other but differ in scope and daily responsibilities.

What does a Project Manager in Finance do?

A Project Manager in Finance oversees and coordinates financial projects within an organization, ensuring they are completed on time, within scope, and on budget. They manage teams, allocate resources, develop project plans, and communicate with stakeholders to align project objectives with business goals. Their responsibilities often include risk management, budgeting, reporting, and ensuring compliance with financial regulations. Project Managers in Finance play a crucial role in implementing new financial systems, processes, or regulatory changes. Their work helps drive efficiency, innovation, and profitability in financial operations.

Is 100k a good salary for a project manager?

A $100,000 salary for a project manager in finance is generally considered competitive, especially in regions with higher living costs. Salaries can vary based on experience, certifications like PMP, and the complexity of projects managed, but this figure typically reflects a mid- to senior-level position in the industry.

What are some common challenges faced by Project Managers in finance, and how can they be addressed?

Project Managers in finance often encounter challenges such as managing cross-functional teams with varying priorities, adhering to strict regulatory requirements, and balancing tight deadlines with budget constraints. To address these, strong communication and stakeholder management skills are essential, along with a solid understanding of financial regulations and risk management. Proactively setting clear expectations, maintaining transparent reporting, and fostering collaboration with compliance, IT, and business units can help ensure projects are delivered successfully and in line with industry standards.

What are the key skills and qualifications needed to thrive as a Project Manager in Finance, and why are they important?

To thrive as a Project Manager in Finance, you need strong financial acumen, project management expertise, and often a relevant degree or certification such as PMP or CAPM. Familiarity with project management software (e.g., MS Project, Jira) and financial systems (e.g., SAP, Oracle) is typically required. Exceptional communication, leadership, and problem-solving skills set top performers apart in this role. These competencies ensure effective project delivery, risk management, and alignment with organizational financial goals.
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Project Manager - Finance Transformation

Project Manager - Finance Transformation

Envestnet

Concord, NC • Remote

Full-time

Medical, Retirement, PTO

Posted 26 days ago


Job description

Description

The application window will close August 31, 2026.

Job Location   

The primary work location for this role is the United States with a remote work model.   

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed byover 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

The Team You’ll Join  

The Finance team at Envestnet plays a key role in driving efficiency, innovation, and execution across the organization by leading high-impact, technology-focused initiatives. Partnering closely with Finance, IT, and cross-functional stakeholders, the team delivers complex system implementations, process enhancements, and digital transformation efforts that strengthen financial operations and decision-making. By bridging business needs with technical solutions, improving workflows, and ensuring strong governance and compliance, the team helps modernize how Finance operates—creating a dynamic environment for those who enjoy collaborating across functions and driving meaningful, enterprise-wide impact.

How You’ll Contribute   

The Finance Organization is seeking a highly organized and results-driven Project Manager to lead and support technology-focused and other projects and initiatives within the Finance function. This individual will serve as the critical bridge between Finance, IT and other functions within the organization. PM will manage complex cross-functional projects while ensuring deliverables are met on time, within scope, and aligned with organizational priorities. The Project Manager will play a pivotal role in driving operational efficiency, system implementations, and process improvements across the Finance organization

  • Technology Project Management 
    • Lead end-to-end project management for Finance technology initiatives, including ERP upgrades, financial system implementations, and digital transformation projects.
    • Define project scope, objectives, milestones, and success criteria in partnership with Finance leadership and IT stakeholders.
    • Develop and maintain detailed project plans, timelines, risk registers, and status reports.
    • Coordinate UAT (User Acceptance Testing) cycles, system integrations, and data migration activities for Finance-related platforms.
    • Serve as the primary liaison between Finance end-users and IT/vendor teams to translate business requirements into technical solutions
  • Stakeholder Management & Communication 
    • Build and maintain strong relationships with key stakeholders including Finance leadership, the CAO/Controller, IT, Procurement, and other stakeholders.
    • Prepare and deliver executive-level project updates, presentations, and status reports to the senior leadership.
    • Facilitate cross-functional meetings, steering committee reviews, and working sessions; document decisions and track action items to resolution.
    • Proactively identify and escalate project risks, issues, and blockers with recommended mitigation strategies.
  • Operational & Process Improvement 
    • Identify opportunities to streamline Finance workflows through technology and process re-engineering.
    • Document current-state and future-state processes, standard operating procedures (SOPs), and training materials.
    • Support change management efforts by coordinating communication plans, training sessions, and adoption tracking.
    • Maintain a centralized project portfolio for all Finance technology initiatives and provide regular reporting on project health.
  • Governance & Compliance 
    • Ensure all Finance technology projects adhere to internal controls, audit requirements, and data governance standards.
    • Collaborate with internal audit and compliance teams to ensure project deliverables meet regulatory requirements.
    • Maintain comprehensive project documentation for audit trails and post-implementation reviews.

What You’ll Need to Bring  

  • Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or a related field.
  • 5+ years of project management experience, with  2 years managing technology-related projects preferred.
  • Strong command of the Microsoft Office Suite, particularly Excel, PowerPoint, and SharePoint.
  • Exceptional organizational skills with the ability to manage multiple concurrent projects and shifting priorities without loss of quality.
  • Superior time management capabilities and a consistent track record of meeting deadlines in fast-paced environments.
  • Solid written and verbal communication skills with the ability to present to senior executives clearly and confidently.

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

Our Investment in You 

This role offers a base salary range of $86,000 to $107,500. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

  

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary toassistyou with the recruiting process.       

 

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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