ZipRecruiter

Log In

1

Project Manager Wealth Management Jobs in Colorado

U.S. Bank

Wealth Management Banker

Fort Collins, CO · On-site

$91K - $111K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.

US Bank

Wealth Management Banker

Fort Collins, CO · On-site

$91K - $111K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.

Bank of America

Wealth Planner

Greenwood Village, CO · Hybrid

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Bank of America

Wealth Planner

Greenwood Village, CO · On-site

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

next page

Showing results 1-20

All JobsProject Wealth Management JobsProject Manager Wealth Management JobsProject Manager Wealth Management Jobs in Colorado

Project Manager Wealth Management information

See Colorado salary details

$40.5K

$108K

$170.3K

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

As of Aug 29, 2026, the average yearly pay for project manager wealth management in Colorado is $107,972.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,500.00 and $129,300.00 per year, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as a project manager in wealth management?

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 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.

What are popular job titles related to Project Manager Wealth Management jobs in Colorado?

For Project Manager Wealth Management jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Project Manager Wealth Management jobs in Colorado look for?

The top searched job categories for Project Manager Wealth Management jobs in Colorado are:

Project Manager Wealth Management jobs near you
Infographic showing various Project Manager Wealth Management job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $107,972 per year, or $51.9 per hour.

Client Service Manager | Wealth Management

Louisville, CO • On-site

Turning the Corner
Human Resources Consulting Services • 11 - 50 employees
Learn more about Turning the Cornerexternal

$80K - $95K/yr

Full-time

Retirement, PTO

Posted 4 days ago

Job description

Are you someone who genuinely enjoys taking care of clients and making sure every detail gets handled?
Do you have experience in wealth management or financial services and understand that when you're working with people's money, accuracy, follow-through, and trust matter?
Would you rather be an essential part of a small, successful team than one person inside a large financial institution?
This could be a great next move.
Turning the Corner is conducting a confidential search for an established, independent wealth management firm in Boulder. We're looking for a Client Service Manager who will become a trusted point of contact for clients and an integral partner to the firm's advisors.
The culture is professional but relaxed - what the partners describe as "Boulder polish." They take their responsibility to clients extremely seriously without the hierarchy and formality of a large financial institution.
What You'll Do
You'll play a central role in both the client experience and day-to-day operations of the firm, including:
  • Serving as a primary in-office contact for clients by phone, email, and in person
  • Managing new account opening and client onboarding
  • Processing ACH/wires, deposits, contributions, distributions, journals, and account transfers
  • Preparing and tracking DocuSign packages and client documentation
  • Maintaining accurate client records and financial planning data
  • Supporting advisory billing, cash reporting, and account reconciliation
  • Preparing trade orders based on advisor-approved instructions and supporting investment implementation
  • Assisting with compliance, regulatory recordkeeping, and general office operations

You'll have real ownership here. Once you're trained, the partners want someone they can trust to keep things moving independently, provide exceptional client service, and follow requests all the way through completion.
What You'll Bring
  • Experience in wealth management, financial services operations, client service, or equivalent demonstrated experience
  • Working knowledge of investments, account types, and financial terminology
  • Experience handling financial transactions, records, and sensitive client information
  • Strong attention to detail, organization, and follow-through
  • Excellent communication and client-service skills
  • Strong Excel and Word skills and experience with DocuSign
  • Comfort learning new technology and working independently
  • Exceptional discretion, judgment, and integrity

Experience with Charles Schwab Advisor Services or another custodial platform is highly desirable. Experience within an RIA, wealth management firm, broker-dealer, trust company, or similar financial-services environment is preferred. A bachelor's degree in a related field is preferred but not required.
Why Join?
This is an opportunity to become a key part of a small, successful firm where you'll work directly with the partners, know the clients, and see the impact of your work.
It's a particularly compelling opportunity for someone who enjoys the wealth management industry but would prefer a smaller, independent, client-centered environment where great work is noticed and trusted.
Compensation & Benefits
  • $80,000 - $95,000 base salary
  • Quarterly bonus opportunity
  • 401(k) match and profit sharing
  • 15 days PTO
  • Paid market/federal holidays
  • Professional development support

This is an on-site position in Boulder, Monday through Friday, and work outside normal business hours is not expected.
If you're looking for a wealth management client service role where your judgment is trusted, your work matters, and exceptional client service is truly valued, we'd love to hear from you.

Apply