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Project Manager Wealth Management Jobs in Oklahoma

Bankers Life

Wealth Management Trainee

Oklahoma City, OK · On-site

$39K - $48K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

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All JobsProject Wealth Management JobsProject Manager Wealth Management JobsProject Manager Wealth Management Jobs in Oklahoma

Project Manager Wealth Management information

See Oklahoma salary details

$35.5K

$94.8K

$149.6K

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

As of Sep 3, 2026, the average yearly pay for project manager wealth management in Oklahoma is $94,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,500.00 and $113,600.00 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 Oklahoma?

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

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

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

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

Cities in Oklahoma 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 Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $94,810 per year, or $45.6 per hour.

Wealth Management Risk Consultant II

BOK Financial

Tulsa, OK • On-site

Full-time

Re-posted 25 days ago

Job description

Req ID: 78252
Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Fort Worth -FTWT, Kansas City -KSCY, Phoenix -PHOE
Areas of Interest: Corporate Trust; Risk Management; Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 09/11/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Discretionary
Summary
We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future.
Job Description
The Wealth Management Risk Consultant is primarily responsible for assisting with the management of the Control Objectives for their respective business line, which includes among other things, identifying areas of potential risk for the business line and/or its clients. Performs independent reviews of new and existing accounts. Reports any findings to the Strategic Risk Officer. Identifies training needs and process improvements based upon review finding. Assists with the development of processes, procedures and reporting systems to mitigate that risk. Assists with routine audits and compliance tests.
Team Culture
You'll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, and Institutional Wealth. Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness.
How You'll Spend Your Time
  • You will perform independent reviews of new and existing accounts, the governing documents, account coding and / or control reports to confirm compliance with policies and procedures. You will also identify any gaps while working closely with administrators to correct and report any significant findings to the Strategic Risk Officer, Department Managers and/or Corporate Governance Committees when appropriate.
  • You will identify risks and assist with the implementation of controls to manage the identified risks while assisting with the drafting of policies and procedures to ensure that controls are effective and test those controls on a periodic basis.
  • You will actively participate in annual reviews of process maps and the risk and control self-assessment (RCSA).
  • You will prepare for internal and external audits by working with administration to collect required data. This will include participating in ongoing meetings with auditors, compliance, regulators, and risk personnel to ensure all required information has been collected and reviewed.
  • You will have routine interaction with corporate compliance, internal audit, and wealth management risk.
  • You will identify training needs and process improvements and assists the Strategic Risk Officer with the development of training materials and process improvements.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree and 5-7 years of knowledge and experience with Wealth Management relationships, or 9+ years equivalent experience.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.

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