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Project Manager Wealth Management Jobs in Florida

Itau

Project Manager \ Scrum Master

Miami, FL · On-site

$52.25 - $69.50/hr

The Project Manager / Scrum Master position requires individuals that can work autonomously ... wealth management industry knowledge is desirable. Equal Opportunity Employer This employer is ...

Project Manager Construction

Sr Project Manager

Naples, FL · On-site

$120K - $150K/yr

In this role, you will oversee the management and delivery of complex construction projects, ensuring they are executed efficiently, on schedule, and within budget. Key Responsibilities: * Plan ...

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Project Manager Wealth Management information

See Florida salary details

$28.8K

$76.7K

$121.1K

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

As of Aug 11, 2026, the average yearly pay for project manager wealth management in Florida is $76,733.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $91,900.00 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 Florida? For Project Manager Wealth Management jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Project Manager Wealth Management jobs in Florida look for? The top searched job categories for Project Manager Wealth Management jobs in Florida are:
What cities in Florida are hiring for Project Manager Wealth Management jobs? Cities in Florida 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 Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $76,733 per year, or $36.9 per hour.

Applications Specialist - Wealth Management (Application Experience Required)

Zinnia Wealth Management

Ocala, FL • On-site

$50K - $65K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 22 days ago

Job description

Welcome to Zinnia Wealth Management, where we're passionate about helping our clients achieve their financial dreams. Nestled right here in Ocala, Florida, our team is dedicated to providing personalized financial guidance with a warm, approachable touch. We believe in fostering a supportive and collaborative environment where every team member feels valued and empowered. As our new Applications Specialist, you'll be at the forefront of ensuring our clients have a seamless and positive experience with our client onboarding. You'll be the go-to person for helping them navigate our systems, understand their accounts, and get the most out of the services we offer. If you're someone who genuinely enjoys helping others, has experience in AUM and/or Annuity applications, and wants to be part of a growing, client-focused firm, wed be thrilled to have you join our Ocala family.


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities

Provide exceptional support to clients regarding their financial applications and platforms.

Assist clients with onboarding processes, account setup, annuity application completion, and general inquiries.

Troubleshoot and resolve technical issues related to wealth management applications.

Collaborate with internal teams to ensure a smooth client experience.

Maintain accurate client records and documentation.

Stay updated on financial products and services to effectively assist clients.


Requirements

Bachelor's degree in Finance, Business Administration, or a related field preferred.

Minimum of 2 years of experience in a customer support or client-facing role, preferably within the financial services industry.

Familiarity with wealth management software and CRM systems.

Excellent communication skills, both written and verbal.

Strong problem-solving abilities and attention to detail.

A positive and helpful demeanor.