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Project Manager Wealth Management Jobs in Georgia

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Project Manager Wealth Management information

See Georgia salary details

$32.5K

$86.7K

$136.8K

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 Georgia is $86,703.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,300.00 and $103,900.00 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 Georgia? For Project Manager Wealth Management jobs in Georgia, the most frequently searched job titles are:
What cities in Georgia are hiring for Project Manager Wealth Management jobs? Cities in Georgia with the most Project Manager Wealth Management job openings:
Infographic showing various Project Manager Wealth Management job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $86,703 per year, or $41.7 per hour.

Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Atl...

Goldman Sachs, Inc.

Atlanta, GA • On-site

Full-time

Re-posted 4 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks


Job description

YOUR IMPACT

The Business Unit Manager, as a member of the Regional Management Team, plays a major role in managing the day to day operations of the office. This is a unique opportunity to work directly with the Region Head on all aspects of office management, including people development and business strategy. The Business Unit Manager will also work closely with Private Wealth's Senior Management Team, along with key stakeholders and partners throughout the business. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Core member of Regional Management Team involved in executing and developing strategy to achieve local goals
  • Coordinate with local Regional Head in the overall supervision, management and running of the office 
  • Manage, develop and recruit regional office employees, including Private Wealth Advisors, Financial Analysts, Wealth Management Professionals, Financial Investment Professionals, Business Development Professionals, Interns and Administrative Assistants
  • Create annual strategy and performance targets for teams, and track business metrics for the office
  • Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions
  • Gain a deep comprehension of the various positions in a Private Wealth Management office
  • Have a broad understanding of office's clients and largest prospective client opportunities 
  • Perform regulatory supervisory functions for the business
  • Oversee office marketing, branding, and client engagement strategy 
  • Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations
  • Handle office budgeting process, expenses and procurement 
  • Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring
  • Ensure that all employees are in compliance with regulatory requirements, include registrations and series exams
  • Resolve conflicts inter/intra-office
  • Assist teams with strategically optimizing effectiveness and efficiency through best practice sharing and business planning
  • Manage resource allocation decisions across teams

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Bachelor's Degree Required
  • Self-starter who takes ownership and can lead/manage projects independently
  • Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management
  • Strategic thinker with strong analytical skills
  • Highly organized and process oriented with strong attention to detail and excellent follow-through
  • Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered
  • Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care
  • Commitment to excellence and a high level of integrity
  • Teamwork orientation
  • People and Project Management experience strongly desired
  • Financial industry experience desired
  • SIE and Series 7, 9, 63 and 10 (must be obtained within first 3 months of employment)    

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.


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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869