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Project Manager Wealth Management Jobs in Delaware

PNC Bank

Wealth Advisor - PNC Wealth Management

Dover, DE · On-site

$75K - $125K/yr

As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...

Project Assistants

PMO Project Manager

Newark, DE · Hybrid

Position: PMO Project Manager Engagement: 6 - 12 months consulting Location: Newark, Delaware (onsite 3 days/week) The PMO Project Manager consultant is a senior level management role that is ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... Participate in special projects, client events, and process improvement initiatives that support ...

M&T Bank

Wealth Client Associate

Wilmington, DE

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... Participate in special projects, client events, and process improvement initiatives that support ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... Participate in special projects, client events, and process improvement initiatives that support ...

Citizens Bank

Wealth Advisor - Lewes, DE

Lewes, DE · On-site

$105K/yr

Primary responsibilities include: • Develop a high-quality wealth management practice that provides a personalized wealth management strategy. • Enhance and preserve relationships with key ...

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Project Manager Wealth Management information

See Delaware salary details

$38.5K

$102.8K

$162.1K

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

As of Aug 7, 2026, the average yearly pay for project manager wealth management in Delaware is $102,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,600.00 and $123,100.00 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 Delaware? For Project Manager Wealth Management jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Project Manager Wealth Management jobs in Delaware look for? The top searched job categories for Project Manager Wealth Management jobs in Delaware are:
What cities in Delaware are hiring for Project Manager Wealth Management jobs? Cities in Delaware with the most Project Manager Wealth Management job openings:
Project Manager Wealth Management jobs near you
Infographic showing various Project Manager Wealth Management job openings in Delaware as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $102,770 per year, or $49.4 per hour.

Wealth Management Advisor

Vista Wealth Solutions

New Castle, DE • On-site

$70K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Job description

Job Description
Wealth Management Advisor
Location: New Castle, DE
Why Join Us?
If you've built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation-we offer a genuine competitive advantage.
VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.
Here's what that looks like in practice:
• Dedicated support teams that handle operational and administrative work so you can stay focused on clients
• An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure
• Access to institutional-grade financial planning, portfolio management, and CRM tools-including RightCapital, MoneyGuidePro, and Wealthscape
• Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice
• Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)-with the autonomy of a boutique firm
The Role
As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You'll have the freedom to run your practice the way you see fit-with the resources of a well-supported firm behind you.
What You'll Do
You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.
What You Bring
Required
• Active Series 7, Series 66, and Life, Accident & Health licenses
• Minimum of 2-3 years of experience in wealth management or financial services
• Some experience in financial planning and investment portfolio management
Skills & Attributes
• Proven ability to build trust and sustain long-term client relationships
• Strong analytical mindset with sound judgment and a results-driven approach
• Clear, confident communicator-able to translate complex financial concepts for clients at any level of financial sophistication
• Uncompromising commitment to integrity, ethical standards, and regulatory compliance
Compensation
We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:
• Competitive commission structure with performance-based bonuses
• Practice allowances to support your transition and ongoing operations
• Compensation structured to reflect the strength and scale of the book of business you bring
Benefits
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance
Ready to make a move?
If you've outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we'd like to talk. Reach out to learn more about what a transition to our firm could look like for you.
**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
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