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Project Manager Wealth Management Jobs in Minnesota

Xforia, Inc.

Project manager

South Saint Paul, MN · On-site

Develops the project management plans in collaboration with key stakeholders including the vendor to achieve business outcomes. * Develops and facilitates a project governance structure. * Performs ...

Xforia, Inc.

Project Manager

Saint Louis Park, MN · On-site

Develops the project management plans in collaboration with key stakeholders including the vendor to achieve business outcomes. * Develops and facilitates a project governance structure. * Performs ...

INFOSYS NOVA HOLDINGS LLC

Project Manager

Minneapolis, MN · On-site

$100K - $130K/yr

IT Program/ Sr IT Project Manager We are seeking a Program/Sr IT Project Manager to work within the ... Stakeholder & Communication Management * Partner with business leaders to understand needs and ...

TechNix LLC

Project Manager

Saint Paul, MN · On-site

This role will provide leadership and management direction to staff assigned to projects, including initiating, planning, executing, monitoring, and controlling, and closing out projects. Establish ...

Innosoul inc

Project Manager

Saint Paul, MN · On-site

Knowledge of Project Management Institute (PMI) lifecycle. Knowledge of Project Management methodologies and tools. Knowledge of Windows platform and current Internet technologies. Knowledge of ...

Collabera

Project Manager

Eden Prairie, MN · On-site

Eden Prairie, MN • Duration: 6 months (may extend) • Qualifications/ Requirements • Technical project management experience • Must have good analytical problem solving skills • Proactive ...

One Tech

Project Manager

Minneapolis, MN

$135K - $144K/yr

The candidate will have 5+ years of relevant project management experience. Project Manager Responsibilities: Coordinate with internal teams and stakeholders to support NGIA program activities. Track ...

NuSource

Project Manager

Eden Prairie, MN · On-site

$75K - $90K/yr

Documenting lessons learned and continually improving the Project Management Process Skills and Qualifications * Strong communication skills both written and verbal * Ability to make decisions and ...

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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.

Project Manager-PMO

Ameriprise Financial

Minneapolis, MN • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 6 hours ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Ameriprise Financial is looking for a Project Manager-PMO to join the team! The individual in this role will lead the delivery of medium to large scope projects of moderate to high complexity in support of key, strategic HR initiatives. In this role you will plan and manage all aspects of assigned projects including cost, schedule, scope, quality and project resources following the appropriate methodologies and tools throughout the project life cycle.
Key Responsibilities
  • Responsible for the delivery of medium to large scope projects of moderate to high complexity on time and within budget. Project execution encompasses project concept through post-implementation, including implementation and testing.
  • Manage projects within the company's project delivery framework and utilize company/industry-standard project management methodologies and tools.
  • Accountable for all project communications, risk assessment and contingency planning and escalation of critical issues to project sponsor/owner, and key stakeholders. Provide regular status reporting on plan progress, as defined by company standards.
  • Define the overall objectives and key deliverables for the project; identify and track key measures of success.
  • Ensure the development of a comprehensive project plan that incorporates deliverables, accountabilities and timelines, utilizing the company's project management system for maintaining/tracking project plan and status.
  • Identify project resource requirements and work with plan sponsors and project leadership to ensure adequately skilled resources are available to deliver on project commitments.
  • Provide leadership to project resources in a manner that ensures timely delivery on commitments/tasks in support of broader project deliverables. Align cross-organizational resources to ensure successful delivery of the project.
  • Work effectively with business partners, vendors, technology and project management staff to develop the project agenda and ensure agreement/adoption of project objectives/deliverables by affected constituencies.
  • Manage project financials, change control, risk assessment and mitigation, assumptions, issues, decisions and open questions.

Required Qualifications
  • Bachelor's degree or equivalent work experience.
  • 5 to 7 years of demonstrated experience leading medium to large scale projects to successful completion and implementation.
  • Experience with industry-standard project management methodologies and tools.
  • Demonstrated capability in standard office and project management applications - Microsoft Office, Microsoft Project and Visio.
  • Strong verbal and written communication including solid meeting facilitation skills
  • Ability to work effectively at all levels of the organization.
  • Proven ability to effectively build and maintain relationships with business and technology partners.
  • Demonstrated ability to accurately translate business and technology needs into well-designed project approaches.
  • Results-driven and capable of working independently as well as working as part of a cross-organizational team.

Preferred Qualifications
  • Experience supporting Human Resources applications (i.e. Workday, ServiceNow, Cornerstone, etc.).
  • Experience within the Financial Services industry (i.e. broker-dealer, asset management, insurance, etc.).
  • Project Management Professional (PMP) certification.

In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Base Pay Salary
The estimated base salary for this role is $93,400- $128,400/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
HR Human Resources
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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