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Project Manager Wealth Management Jobs in Minnesota

CX Institutional LLC

Wealth Manager

Bloomington, MN · On-site

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management ...

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VP/Senior Wealth Advisor

Bloomington, MN · On-site

Bell Bank Wealth Management Advisors are responsible for maintaining and growing existing ... Monitor and follow up on execution of transactions and completion of client projects. * Coordinate ...

Bell Bank

VP/Senior Wealth Advisor

Bloomington, MN · On-site

Bell Bank Wealth Management Advisors are responsible for maintaining and growing existing ... Monitor and follow up on execution of transactions and completion of client projects. * Coordinate ...

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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 Minnesota?

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

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

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

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

Cities in Minnesota 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 Minnesota as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Senior Tax Manager - Wealth Management

Levelociti

Minnetonka, MN • On-site

$120K - $150K/yr

Full-time

Posted 2 days ago

New

Job description

Senior Tax Manager

Growing Wealth Management Firm | Minnetonka, MN


Competitive Base Salary (up to $150K) + Bonus + commission potential


A rapidly growing Wealth Management firm in the Winston-Salem area is seeking an experienced Senior Tax Manager to lead and expand its in-house tax practice. This is a unique leadership opportunity for a tax professional who wants to combine technical expertise, team leadership, client relationship management, and long-term growth potential within a collaborative financial services environment.


This role offers the opportunity to step into an established and growing book of business while helping shape the future of a thriving internal tax division that continues to expand year over year.

What You’ll Do


As the Principal Tax Manager, you will lead the local tax office and oversee a small but growing team of tax professionals. You’ll inherit an active portfolio of business and individual clients, ensuring high-quality service delivery while mentoring and developing staff.


Key responsibilities include:

  • Manage and oversee an existing book of business clients
  • Lead, mentor, and develop a team of tax professionals
  • Review and prepare complex business and individual tax returns
  • Serve as a trusted advisor to clients on tax planning and strategy
  • Drive operational excellence and workflow management within the office
  • Collaborate closely with the Wealth Management team to deliver holistic financial solutions
  • Identify opportunities to deepen client relationships across tax and wealth services
  • Help scale and grow the internal tax practice as the firm continues expanding


Why This Opportunity Stands Out

This is more than a traditional tax leadership role — it’s an opportunity to build something meaningful within a highly collaborative and growth-oriented firm.

Highlights Include:

  • Established and growing client base
  • Leadership opportunity with autonomy and visibility
  • Fast-growing internal tax team with significant upward mobility
  • Collaborative culture between tax and wealth management divisions
  • Additional earning potential through referrals to the Wealth Management team
  • Long-term career growth and leadership expansion opportunities
  • Strong work-life balance and supportive team environment


Ideal Background

We’re looking for a confident and relationship-driven tax leader who enjoys mentoring others and building lasting client relationships.

Preferred qualifications:

  • CPA or EA required
  • 7+ years of public accounting or tax advisory experience
  • Experience managing business and high-net-worth individual tax clients
  • Prior leadership or team management experience
  • Strong communication and client relationship skills
  • Entrepreneurial mindset with interest in growing a practice


Location

Minnetonka, MN

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/