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Project Manager Wealth Management Jobs in Florida

Jefferies

Wealth Management Sales Associate

Miami, FL · On-site

$75K - $95K/yr

Wealth Management Sales Associate Location: Miami, FL Overview: Sales Associate - Wealth Management We are seeking a client-focused, detail-oriented Sales Associate to support Wealth Advisors in a ...

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All JobsProject Wealth Management JobsProject Manager Wealth Management JobsProject Manager Wealth Management Jobs in Florida

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 Sep 2, 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.

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 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 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $76,733 per year, or $36.9 per hour.

Business Analyst, Wealth Management

Staffingine LLC

Tampa, FL • On-site

Contractor

Re-posted 27 days ago

Job description

Job Title: Business Analyst, Wealth Management
Job Location: Tampa, FL / Jersey City NJ (Hybrid)
Job Type: Contract

Job Description:

  • Lead requirement gathering and solution design for investment advisory, client onboarding, and portfolio platforms.
  • Partner with senior stakeholders across product, compliance, and technology to align business goals with digital capabilities.
  • Analyse client behaviour, product performance, and operational data to support strategic decisions.
  • Oversee UAT, change management, and post-deployment reviews for key initiatives.
  • Contribute to regulatory and risk assessments related to wealth products and platforms.

Skills:

  • Proven ability to lead cross-functional teams and drive consensus among senior stakeholders.
  • Experience mentoring junior analysts and fostering a collaborative team environment.
  • Strong decision-making and problem-solving skills in high-impact projects.
  • Ability to influence strategic direction through data-driven insights and business acumen.

Qualification:

  • Bachelor’s/Masters in Finance, Business, or related field.
  • 10–20 years of experience in business analysis, with strong experience in wealth management or private banking.
  • Deep understanding of advisors/RIAs engagements, reporting and experience.
  • Deep understanding of investment products, client lifecycle, and digital platforms.
  • Overall understanding of capital markets in general.
  • Good technology orientation, understanding of data and data base concepts.
  • Strong stakeholder management, communication, and analytical skills.
  • Exposure to Agile delivery, data visualization tools (Power BI, Tableau), and CRM platforms.