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Project Manager Wealth Management Jobs in Arizona

Aprio

Tax Manager, Wealth Management

Scottsdale, AZ · On-site +1

$98K - $164K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... Support the evolution of the 1040 Transformation Project and related strategic initiatives.

Aprio

Tax Manager, Wealth Management

Phoenix, AZ · On-site +1

$98K - $164K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... Support the evolution of the 1040 Transformation Project and related strategic initiatives.

US Bank

Wealth Management Advisor

Tempe, AZ

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

Mission Wealth Management LP

Tax Manager

Scottsdale, AZ · On-site

$200K/yr

If you are ready to elevate your career in a leading wealth management company with a commitment to ... Manage consulting and tax projects * Review tax returns * Commitment to continuing education, team ...

Mission Wealth Management LP

Tax Manager

Scottsdale, AZ · On-site

$200K/yr

If you are ready to elevate your career in a leading wealth management company with a commitment to ... Manage consulting and tax projects * Review tax returns * Commitment to continuing education, team ...

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All JobsProject Wealth Management JobsProject Manager Wealth Management JobsProject Manager Wealth Management Jobs in Arizona

Project Manager Wealth Management information

See Arizona salary details

$35.9K

$95.7K

$151K

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

As of Aug 1, 2026, the average yearly pay for project manager wealth management in Arizona is $95,688.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,200.00 and $114,600.00 per year, depending on experience, location, and employer.

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 is the highest paid project management job?

The highest paid project management roles are often executive-level positions such as Program Director or Portfolio Manager, especially in industries like finance, technology, and construction. These roles typically require extensive experience, advanced certifications like PMP or PgMP, and strong leadership skills, with salaries reaching into the high six or seven figures in some cases.

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.

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.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of experienced financial advisors or senior advisors earn $500,000 or more annually, often due to high client assets, commissions, or bonuses. Achieving this level typically requires extensive experience, a strong client base, and relevant certifications such as the CFP or CFA. Most advisors earning this income work in high-net-worth segments and have a proven track record of managing large portfolios.

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.

Is 200,000 enough to work with a financial advisor?

For a Project Manager in Wealth Management, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur about $2,000 annually in fees. It's important to consider additional costs, such as planning fees or commissions, and to choose an advisor whose fee structure aligns with your investment size and needs.

What is the highest paying job in wealth management?

In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer or Managing Director, which can earn six-figure salaries plus bonuses. These roles require extensive experience, strong client relationships, and often advanced certifications like the CFA or CFP. Compensation varies based on firm size, location, and individual performance.
What are popular job titles related to Project Manager Wealth Management jobs in Arizona? For Project Manager Wealth Management jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Project Manager Wealth Management jobs in Arizona look for? The top searched job categories for Project Manager Wealth Management jobs in Arizona are:
Project Manager Wealth Management jobs near you

Relationship Manager- Wealth Management

Vangard, Inc.

Scottsdale, AZ

Full-time

Re-posted 19 days ago

Job description

Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!

In this role, you'll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $5-25 million in Vanguard assets. You'll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions - empowering clients to make informed decisions and achieve their long-term goals.

Core Responsibilities

1. Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.

2. Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance - helping clients achieve their long-term goals.

3. Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.

4. Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.

5. Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.

6. Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.

7. Demonstrate credibility through deep technical knowledge of Vanguard's products and services, proactively finding opportunities to strengthen client relationships. Comprehensive training will be provided to support your success in this area.

Grow With Us

We're hiring for two levels of the Relationship Manager role - each offering a unique opportunity to manage a book of ultra-high-net-worth clients and build deep expertise in wealth management topics. Whether you're looking to expand your impact or take the next step in your career, you'll be supported every step of the way with comprehensive training, onboarding, and a culture that invests in your success!

Qualifications

We're looking for relationship-driven financial services professionals who are excited to grow, connect, and make a meaningful impact. If you bring the following, we'd love to review your application:

  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
  • A strong foundation in managing a book of business within financial services - ideally 3+ years of experience.
  • Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred).
  • A consultative mentality and a passion for guiding clients through financial services solutions.
  • Confidence in discussing topics like ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth management related conversations.
  • A bachelor's degree or equivalent experience that showcases your ability to learn and lead.

This role follows Vanguard's hybrid working model - in-office Tuesdays through Thursdays, remote Mondays and Fridays - designed to support flexibility and collaboration.

Note: Relocation assistance is available for candidates who qualify.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Apply