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Project Manager Wealth Management Jobs (NOW HIRING)

FAVARH

Manager, Wealth Management

Boston, MA

Voya Wealth Management is expanding its presence in Boston's Seaport, and this role sits at the center of that growth. As Sales Manager for the Investor Center, you will play a critical role in ...

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$38.5K

$102.7K

$162K

How much do project manager wealth management jobs pay per year?

As of May 30, 2026, the average yearly pay for project manager wealth management in the United States is $102,682.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $123,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Project Manager in Wealth Management, you need expertise in financial services, project management methodologies, and a relevant degree such as finance, business, or project management certification (e.g., PMP). Familiarity with portfolio management systems, CRM platforms, and project tracking tools like MS Project or Jira is typically required. Strong leadership, communication, and stakeholder management skills set outstanding professionals apart in this role. These competencies ensure effective project delivery, regulatory compliance, and alignment with client and organizational goals in a dynamic financial environment.

How does a Project Manager in Wealth Management typically collaborate with financial advisors and technology teams?

As a Project Manager in Wealth Management, you will frequently act as a bridge between financial advisors, who understand client needs, and technology teams, who implement solutions. You’ll coordinate meetings to gather requirements, translate advisor feedback into actionable tasks, and ensure that tech deliverables align with regulatory standards and business goals. Effective communication and stakeholder management skills are essential, as you’ll often mediate priorities and resolve conflicts to keep projects on track. This collaborative environment offers a dynamic workday and opportunities to develop cross-functional leadership abilities.

What does a Project Manager in Wealth Management do?

A Project Manager in Wealth Management oversees the planning, execution, and completion of projects that support wealth management services, such as implementing new financial products, regulatory changes, or technology platforms. They coordinate between different teams—advisors, compliance, IT, and operations—to ensure projects are delivered on time, within scope, and on budget. Their role is crucial in making sure that wealth management firms can adapt to industry changes and provide high-quality service to clients.

What is the difference between Project Manager Wealth Management vs Financial Advisor?

AspectProject Manager Wealth ManagementFinancial Advisor
CertificationsPMP, CFP (optional)Series 7, Series 66, CFP
Work EnvironmentFinancial firms, banks, wealth management companiesIndividual client meetings, financial planning firms
Primary FocusManaging projects, implementing wealth management strategiesProviding personalized financial advice and planning

While both roles operate within the wealth management industry, a Project Manager Wealth Management focuses on overseeing projects related to financial services, whereas a Financial Advisor provides direct financial planning and advice to clients. The roles differ in daily responsibilities but may collaborate on client-related projects.

More about Project Manager Wealth Management jobs
What cities are hiring for Project Manager Wealth Management jobs? Cities with the most Project Manager Wealth Management job openings:
What states have the most Project Manager Wealth Management jobs? States with the most job openings for Project Manager Wealth Management jobs include:
What job categories do people searching Project Manager Wealth Management jobs look for? The top searched job categories for Project Manager Wealth Management jobs are:
Project Manager Wealth Management jobs near you
Infographic showing various Project Manager Wealth Management job openings in the United States as of May 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 88% Physical, and 12% Remote job distribution, with an average salary of $102,682 per year, or $49.4 per hour.
Tax Manager - Wealth Management

Tax Manager - Wealth Management

Regal Executive Search

Irvine, CA • On-site

$118.50K - $155.30K/yr

Full-time

Medical, Retirement

Posted 13 days ago

Job description

Job Description
Tax Manager - Wealth Management
What we are looking for -
As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates. Occasional travel and periodic after-hours work will be required.
You will -
  • Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
  • Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
  • Supervise, evaluate and mentor members of the department
  • Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
  • Perform other professional and administrative duties as assigned

We are looking for -
  • Bachelor's degree in accounting, finance, or business
  • CPA, Masters in Taxation, LLM in Taxations, or JD
  • Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Previous tax return review experience
  • Team Player attitude
  • Strong leadership, recruiting, training and mentoring skills
  • Good organization skills
  • Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
  • Ability to work additional hours as needed and travel to various client sites

We offer -
  • Collaborative fun environment
  • Commuter benefit up to $265 monthly
  • Generous 401(k) match
  • Individual and cash profit sharing bonuses
  • Generous company contribution to medical benefits
  • Summer 'Give Back to the Community' outings
  • Catered weekly lunch and healthy snacks
  • Fully paid company retreats

Meet Your Recruiter
Tim Bramley

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