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Project Manager Wealth Management Jobs in Delaware

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 ...

PNC

Wealth Advisor - PNC Wealth Management

Newark, DE · On-site

$70K - $116K/yr

We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for ...

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Project Manager Wealth Management information

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$38.5K

$102.8K

$162.1K

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

As of Sep 4, 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.

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 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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,770 per year, or $49.4 per hour.

_Project Manager with Tableau ( Server and Desktop)

360 IT Professionals Inc.

Wilmington, DE • On-site

$95K - $113K/yr

Full-time

Re-posted 3 days ago

Job description

Job Summary:
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. They are seeking a Senior Project Manager to help implement a project involving Tableau, with a focus on financial services experience in Wealth Management or Asset Management.
Responsibilities:
• help implement a project including Tableau.
Qualifications:
Required:
• Project Manager role, senior level experience
• experience with Tableau server and desktop implementations and configuration
• Financial services experience
• Wealth Management OR Asset Management
Company:
360 IT Professionals is leading name in the software development industry, bring innovative business solutions to clients. Founded in 2013, the company is headquartered in Fremont, USA, with a team of 201-500 employees. The company is currently Growth Stage.

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