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Project Manager Wealth Management Jobs in Colorado

UMB Financial

Managing Partner, Wealth Advisor

Denver, CO · On-site

$99K - $157K/yr

Accountable for assisting with the planning and management of budget, including delivery of end ... Lead a team of Wealth Advisors * Set the strategic direction and establish priorities of the local ...

Pwc

Asset & Wealth Management Tax Manager

Denver, CO · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... Take ownership of projects, ensuring their successful planning, budgeting, execution, and ...

Sequoia Financial Group Llc

Wealth Advisor

Denver, CO · On-site

$110K - $150K/yr

Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated ... Strong organizational and time-management skills; effectively able to handle multiple projects and ...

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Showing results 21-40

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 8, 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.

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 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.

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.

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 July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $107,972 per year, or $51.9 per hour.

Director, Wealth Management Coach- Glendale, CO

Nuveen

Glendale, CO • On-site

$155 - $167/hr

Other

Posted 3 days ago

New

Job description

## Director, Wealth Management Coach- Glendale, COApplyremote type: Hybrid Flexlocations: Glendale, CO - 720 South Colorado Boulevard: Phoenix, AZ, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 24, 2026 (23 days left to apply)job requisition id: R260700033**Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. **Key Responsibilities and Duties*** Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team.* Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results.* Educate and coach client-facing Wealth Management associates on TIAA’s solutions and tools within the framework of TIAA’s Client Engagement Model.* Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates.* Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates.**Educational Requirements*** University (Degree) Preferred**Work Experience*** 5+ Years Required; 7+ Years Preferred**FINRA Registrations*** SRC Indicator: Series 7; Series 63; Series 65; Series 66**Licenses and Certifications*** Life and Health Insurance License (Resident State) - Multiple Issuers required**Physical Requirements*** Physical Requirements: Sedentary Work **Career Level** 9IC Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management**Anticipated Posting End Date:**2026-08-24Base Pay Range: $155,000/yr - $167,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). #J-18808-Ljbffr

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