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Project Manager Wealth Management Jobs in Missouri

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Project Manager Wealth Management information

See Missouri salary details

$36.1K

$96.3K

$152K

How much do project manager wealth management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for project manager wealth management in Missouri is $96,316.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $115,400.00 per year, depending on experience, location, and employer.

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 Missouri?

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

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

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

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

Cities in Missouri 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 Missouri as of June 2026, with employment types broken down into 1% Internship, 1% As Needed, 15% Full Time, 77% Part Time, 1% Temporary, and 5% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $96,316 per year, or $46.3 per hour.

Senior Project Manager - Wealth Management

Commerce Bank

Kansas City, MO • On-site

$93K - $123K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $93,000.00 - $123,500.00 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this job is to perform project management functions for the Commerce Trust Company. This role will create and execute project plans, pulling together various resources to meet the project objectives. The Project Manager will utilize project management methodologies (both traditional waterfall and agile) and tools and ensure proactive communication through team meetings, status updates, issue escalation and resolution as necessary. The Project Manager will motivate and encourage team members to work together and maintain a big picture view.
Essential Functions
  • Work with Senior Management or the various Business Lines to understand the unique project needs and value. Drive the effort to define the scope of the project, and initial timelines and budget. Gain acceptance of the project with key stakeholders and establish project progress feedback mechanisms.
  • Manage the project team to deliver the agreed upon scope of the project. This includes overseeing the development of business requirements/user stories, coding/development efforts and testing of the outputs of the project.
  • Meet with project sponsors to provide updates on the project and seek feedback
  • Ensure that the project deliverables are on time, within budget and meet the acceptable level of quality
  • Work with the department peers to develop and implement PMO best practices, including Project Portfolio Management, Project Methodology improvements and project auditing
  • Serve as a trusted advisor to senior leaders and business stakeholders, providing strategic recommendations, influencing decision-making, and aligning project objectives with organizational priorities and long-term business goals.
  • Drive continuous improvement across project delivery practices by analyzing project performance metrics, identifying process enhancement opportunities, and championing change initiatives that improve efficiency, governance, and overall project success.
  • Mentor and cross-train team members as needed
  • Perform other duties as assigned

Knowledge, Skills & Abilities Required
  • Strong general banking knowledge, preferably in the wealth management field
  • Knowledge of Agile project methodologies and processes
  • Ability to align resources with critical path activities to ensure timely completion of project tasks
  • Ability to work independently and with executive presence
  • Ability to flex methodology styles to meet the need of a particular project
  • Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Intermediate level proficiency with Microsoft Word, Excel and Outlook

Education & Experience
  • Bachelor's Degree in Finance, Accounting, or Information Systems or equivalent combination of education and experience required
  • 6+ years project management experience required
  • 1+ years wealth management experience preferred
  • 1+ years Information Technology processes experience preferred
  • PMP Project Management certification preferred
  • Certified Scrum Master or equivalent Agile certification preferred

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Project Manager II & Senior - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $93,000 to $123,500 annually.
#LI-AC2
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time

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