ZipRecruiter

Log In

1

Project Manager Wealth Management Jobs in Virginia

CAPTRUST

Wealth Client Management Consultant

Alexandria, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several ... Performs other duties and special projects as required, including firm-wide initiatives * Based on ...

CAPTRUST

Wealth Client Management Consultant

Alexandria, VA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several ... Performs other duties and special projects as required, including firm-wide initiatives * Based on ...

Thompson & Litton Inc

Project Manager - Architecture

Radford, VA · On-site

$75K - $102K/yr

  • Medical

  • Life

  • Retirement

  • PTO

This is a true project management positionnot a design role. While an architectural background is ... Employee Stock Ownership Plan (ESOP) build long-term wealth through company ownership * Three ...

Truist

Wealth Advisor III

Richmond, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Truist

Wealth Advisor III

Mclean, VA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · Hybrid

$17.25 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Additional projects and duties as needed What are we looking for? We want a team player who can ...

Truist

Wealth Advisor III

Richmond, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Truist

Wealth Advisor III

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Stem Xpert

Project Manager

Richmond, VA · On-site

Develop and write project management processes to support governance.Familiar with standard concepts, practices, and procedures of technology project management. * PMP certification from PMI or PM ...

ActioNet

Project Manager

Rosslyn, VA · On-site

$228K/yr

The position requires strong project management knowledge, the ability to oversee multiple initiatives simultaneously, and experience applying established methodologies and tools to drive efficient ...

previous page

Showing results 41-60

All JobsProject Wealth Management JobsProject Manager Wealth Management JobsProject Manager Wealth Management Jobs in Virginia

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 Virginia?

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

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

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

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

Cities in Virginia 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 Virginia as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Project Manager

MLG Construction Management Service

Mclean, VA

Full-time

Re-posted 11 days ago

Job description

 
The Project Manager plans, directs, and coordinates the activities of designated projects to ensure that the project's goals or objectives are accomplished within the prescribed time frame and funding parameters. The Project Manager will work with current and prospective clients (and their representatives), government representatives, general contractors, and senior management to deliver projects successfully, meet client expectations, and build future work with clients, general contractors, and vendors. In addition, the Project Manager is accountable for managing their project team, including training/development, providing performance feedback, and making staffing decisions (pay, promotion/demotion, lay-off, and termination) in partnership with appropriate stakeholders.
Duties & Responsibilities
  • Develop and implement checklists used in the due diligence and site feasibility analysis of regulatory requirements, entitlements, and constructability for new land acquisition/development projects. 
  •  Approve drafts of preliminary master project schedules and development budget estimates. Oversee the tracking and updating of project expenses and anticipated milestone deliveries throughout the progression of design and construction
  •  Work with the development team and design consultants to review technical aspects of the project and track suggested value engineering design elements 
  •  Review and approve all contract documents with design professionals, contractors, and other direct vendors 
  • Review and respond accordingly to any request for information and proposed change orders throughout the design and construction phases of the project. Maintain records of all written correspondence 
  • Review invoices against actual work performed, ensuring that costs are within budget and the approved contract amount 
  •  Implement regular meetings with the development team throughout all project phases. Monitor the progression of work to meet quality standards while ensuring costs remain under budget and critical milestone deadlines are met 
  • Review all work in place and prepare weekly status reports on the progression of the project, outlining schedule updates, budget status, and key areas of concern 
  • Oversee the management of final punch list items and coordinate all project close‐out efforts with the development team through final completion
 
Qualifications
 
  • Bachelor’s degree in Construction Management, Engineering, or Architecture required
  • 5+ Years in Construction Management or related field are required
  • Proficient in Windows Operating Systems (Word, Excel, Outlook, Microsoft Project etc
  • Strong written and verbal communication skills 
  •  Ability to multitask in a fast-paced environment
  •  Excellent organizational, leadership, interpersonal, communication (written, verbal, and visual), and analytical skills are needed.
Other

  • As a condition of employment, you must be willing to sign a non-disclosure agreement and complete a pre-employment drug test.