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Project Manager Wealth Management Jobs in Minnesota

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.

... wealth building opportunity! Paid Holidays and Paid Time Off Educational Assistance Career ... The Project Manager will be responsible for the successful implementation and administration of the ...

Project Manager

Waite Park, MN · On-site

$55K - $70K/yr

... wealth building opportunity! • Paid Holidays and Paid Time Off • Educational Assistance • Career development and advancement opportunities Job Purpose : The Project Manager will be responsible ...

Wealth Risk Officer

Saint Louis Park, MN · On-site

$60K - $121K/yr

Work closely with the Wealth Risk Manager on high priority projects and tasks. Key Accountabilitie s * Assist with the timely coordination of materials required for periodic examinations, audits and ...

... Wealth Management organizations from scoping through delivery * Managing client stakeholders, engagement teams, and multiple workstreams across complex business initiatives * Overseeing project plans ...

Showing results 21-40

Project Manager Wealth Management information

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 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:
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.

Asset & Wealth Management - Renewable Energy Tax Senior Manager

Pwc

Minneapolis, MN • On-site

$124K - $335K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

27th of 72 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Manager

Job Description & Summary

The Opportunity
As an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients. Your insights will help organizations understand pricing implications and tax impacts of deals, fostering informed decision-making.
As a Senior Manager, you will leverage your skills to lead large projects, innovate processes, and maintain operational excellence. You will engage with clients at a strategic level, driving project success and contributing to the firm's business strategies. Your role involves motivating and coaching teams to solve complex problems, applying sound judgment, and developing high-performing, diverse, and inclusive teams. In this role at PwC, you will validate outcomes with clients, share alternative perspectives, and act on feedback, confirming that our services align with client needs and expectations.
Responsibilities
- Leading tax compliance and consulting projects for asset and wealth management clients in the renewable energy sector
- Advising clients on local and international tax strategies to optimize their financial outcomes
- Managing the preparation and review of complex tax returns and related documents
- Navigating cross-border tax issues and providing strategic solutions to clients
- Collaborating with diverse teams to address operational tax risks and regulatory compliance
- Developing and maintaining client relationships to understand and address their tax needs
- Utilizing analytical skills to monitor and analyze financial trends impacting tax strategies
- Contributing to the development of innovative tax planning solutions and methodologies
- Coaching and mentoring team members to enhance their technical skills and professional growth
- Engaging in strategic questioning to uncover client needs and propose tailored tax solutions
What You Must Have
- At least a Bachelor's degree
- At least 6 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Navigating complex cross-border engagements in asset and wealth management
- Demonstrating advanced skills in corporate tax planning and compliance
- Leading strategic initiatives in renewable energy tax projects
- Excelling in stakeholder management and building trust
- Innovating processes to enhance operational excellence
- Utilizing analytical thinking to solve complex tax issues
- Developing high-performing teams through effective coaching and feedback

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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