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Project Manager Wealth Management Jobs in Kansas

Emprise Bank

Wealth Management Administrator

Wichita, KS · On-site

$17.50 - $23.50/hr

The Wealth Management Administrator is responsible for delivering operational excellence ... projects as assigned by the Division Manager Other duties as assigned within the scope and ...

New

Emprise Bank

Wealth Management Administrator

Wichita, KS · On-site

$16 - $21.25/hr

The Wealth Management Administrator is responsible for delivering operational excellence ... projects as assigned by the Division Manager Other duties as assigned within the scope and ...

New

Boutique Recruiting

Wealth Advisor

Wichita, KS · On-site

This position is pivotal in guiding clients through their wealth management journey while building and nurturing a robust client portfolio. Advisors will engage in business development activities ...

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Project Manager Wealth Management information

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 Kansas?

For Project Manager Wealth Management jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Project Manager Wealth Management jobs in Kansas look for?

The top searched job categories for Project Manager Wealth Management jobs in Kansas are:

What cities in Kansas are hiring for Project Manager Wealth Management jobs?

Cities in Kansas 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 Kansas as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution.

Client Experience at Cordell Wealth Topeka, Kansas

Topeka, KS • On-site

Cordell Wealth Management
1 - 10 employees
Learn more about Cordell Wealth Managementexternal

$17 - $20/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

Client Experience Coordinator

Client Experience & Administration

Topeka, Kansas

About Cordell Wealth Management

Cordell Wealth Management is a premier wealth advisory firm dedicated to delivering bespoke financial planning and investment management solutions. As our client family continues to grow, we're looking for a polished, high-touch professional to be the signature face and voice of our Topeka office.

The Role

You are the architect of our client's first impression. More than managing front-desk logistics, you set an atmosphere of white-glove hospitality, discretion, and warmth for high-net-worth families, business owners, and trusted partners. This role is a vital operational anchor with long-term opportunities to grow within our advisory practice.

Key Responsibilities

  • White-Glove Hospitality: Greet clients warmly, curate premium beverage service, and maintain an immaculate, welcoming executive reception environment.
  • First-Touch Communication: Manage incoming multi-line calls with poise and discretion, triaging inquiries directly to advisory and operations teams.
  • Meeting Experience: Prepare executive conference rooms for high-stakes client presentations (technology setup, printed materials, catering/refreshments), ensuring seamless transitions between appointments.
  • Operational Flow: Securely handle sensitive financial correspondence, manage executive mailings, oversee office inventory, and coordinate digital document intake.
  • Team Support: Partner with Wealth Advisors on administrative workflows and internal projects.

Qualifications & Profile

  • Experience: 2+ years of experience in high-touch customer service, executive administration, luxury hospitality, or professional services (wealth management, legal, or banking experience is a distinct advantage).
  • Poise & Communication: Articulate, professional verbal and written presence with high emotional intelligence.
  • Strict Discretion: Absolute commitment to maintaining client confidentiality and data security.
  • Tech Savvy: Proficient in Microsoft 365 (Outlook, Word, Excel) and comfortable adapting to modern CRM software.
  • Proactive Disposition: Highly organized, observant, and proactive in anticipating advisor and client needs before they are voiced.

What We Offer

  • Professional Growth: Direct mentorship and clear career advancement pathways into Wealth Management Operations and Client Service.
  • Compensation: $17.00 - $20.00 / hour, based on experience.
  • Comprehensive Benefits: Firm-sponsored health, dental, and vision coverage.
  • Retirement: 401(k) plan with company match.
  • Time Off: Generous Paid Time Off (PTO) plus observed Holidays.

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