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Project Manager Wealth Management Jobs in Delaware

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 ...

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 ...

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 ...

PMO Project Manager

Newark, DE · On-site

$95 - $130/hr

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

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...

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

Showing results 21-40

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 Sep 5, 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 cities in Delaware are hiring for Project Manager Wealth Management jobs?

Cities in Delaware with the most Project Manager Wealth Management job openings:

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.

Wealth Client Associate

M&T Bank

Wilmington, DE • On-site

$24.87 - $41.45/hr

Full-time

Re-posted 20 days ago


M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

78th of 175 rated banks


Job description

Build Your Career in Wealth Management

Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help clients access tailored financial solutions.

This is an excellent opportunity for someone looking to grow a career in wealth management while gaining exposure to investment, trust, banking, and planning services.


Primary Responsibilities:
  • Serve as a trusted point of contact for affluent clients, addressing service requests and resolving issues with urgency and professionalism.

  • Support onboarding and account opening activities for new client relationships.

  • Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing activities.

  • Partner with Wealth Advisors and Private Bankers to deepen existing client relationships and identify opportunities to enhance the client experience.

  • Collaborate with internal teams to ensure client needs are met efficiently and accurately.

  • Participate in special projects, client events, and process improvement initiatives that support business growth.


Education and Experience Required:
Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience

Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills


Education and Experience Preferred:
Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank's retail and commercial banking systems
Knowledge of Private Banking products and services

Trust experience
Ability to work independently and in a team-based environment

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWilmington, Delaware, United States of America

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