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Project Manager Wealth Management Jobs in Ohio (NOW HIRING)

Bank of America

Wealth Management Client Associate

Canfield, OH · On-site

$12.25 - $16.75/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Fifth Third

Wealth Management Advisor II

Columbus, OH · On-site

Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our ...

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All JobsProject Wealth Management JobsProject Manager Wealth Management JobsProject Manager Wealth Management Jobs in Ohio

Project Manager Wealth Management information

See Ohio salary details

$36.6K

$97.6K

$154K

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

As of Aug 10, 2026, the average yearly pay for project manager wealth management in Ohio is $97,619.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,600.00 and $116,900.00 per year, depending on experience, location, and employer.

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 Ohio? For Project Manager Wealth Management jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Project Manager Wealth Management jobs in Ohio look for? The top searched job categories for Project Manager Wealth Management jobs in Ohio are:
What cities in Ohio are hiring for Project Manager Wealth Management jobs? Cities in Ohio with the most Project Manager Wealth Management job openings:
Project Manager Wealth Management jobs near you

Wealth Management Advisor

Park National Bank

Marion, OH • Hybrid

Full-time

Posted 3 days ago

New

Park National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

132nd of 170 rated banks

Job description

RESPONSIBILITIES - #Ll-Hybrid

  • Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc.
  • Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
  • Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
  • Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
  • Respond in a timely manner to trust related and banking issues
  • Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
  • Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
  • Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards
  • Other duties as assigned

COMPETENCIES

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Organizational Skills/Detail Oriented
  • Able to Multi-Task or Juggle Priorities
  • Ability to build collaborative relationships
  • Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor’s degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. 

A flexible work arrangement may be available for this position. The position will require some scheduled onsite hours, candidate must live within 50 miles of Bucyrus, Galion, Marion or Mansfield. Please speak to the hiring manager for more information. 

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