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Project Manager Wealth Management Jobs in Baton Rouge, LA

Republic Finance

Project Manager

Baton Rouge, LA · On-site +1

The PMO team can work remotely from Baton Rouge, LA, or follow a hybrid schedule in Plano, TX or Charlotte, NC. For the right candidate, this position may be remote, provided the individual resides ...

Republic Finance

Project Manager

Baton Rouge, LA · On-site

The PMO team can work remotely from Baton Rouge, LA, or follow a hybrid schedule in Plano, TX or Charlotte, NC. For the right candidate, this position may be remote, provided the individual resides ...

Diamond D Industries

PROJECT MANAGER

Baton Rouge, LA · On-site

Bachelor's degree in Construction Management, Civil Engineering, or a related field. * Minimum of 5 years of experience in construction project management. * Strong knowledge of construction ...

Cajun Industries

Project Manager

Baton Rouge, LA · On-site

... and management from both Cajun and the owner. The Senior Project Manager will need to provide both internal and external coordination and collaboration with all members of the project team. The ...

Diamond D Industries

PROJECT MANAGER

Baton Rouge, LA · On-site

Bachelor's degree in Construction Management, Civil Engineering, or a related field. * Minimum of 5 years of experience in construction project management. * Strong knowledge of construction ...

Diamond D Industries

PROJECT MANAGER

Baton Rouge, LA · On-site

Bachelor's degree in Construction Management, Civil Engineering, or a related field. * Minimum of 5 years of experience in construction project management. * Strong knowledge of construction ...

Cajun Industries

Project Manager

Baton Rouge, LA · On-site

... and management from both Cajun and the owner. The Senior Project Manager will need to provide both internal and external coordination and collaboration with all members of the project team. The ...

Cajun Industries

Project Manager

Baton Rouge, LA · On-site

... and management from both Cajun and the owner. The Senior Project Manager will need to provide both internal and external coordination and collaboration with all members of the project team. The ...

Angelo's Landscape Group

Project Manager

Baton Rouge, LA · On-site

$60K - $70K/yr

Project Management (80%) * Project Planning and Execution: Develop comprehensive project plans, including timelines, budgets, and resource allocation, to ensure successful delivery of commercial ...

The Shaw Group, LLC

Project Manager

Walker, LA · On-site

This position requires a strategic thinker with a proven track record in project management, focusing on schedule and budget efficiency, risk mitigation, and stakeholder satisfaction. Key ...

Dashiell Corportaion

Project Manager

Gonzales, LA

Administer the project change management process including identification, pricing, negotiation, and documentation of change orders. * Review and approve project invoices, cost coding, and monthly ...

Waskey

Project Manager

Baton Rouge, LA · On-site

... management of client relationships • Coordinate and participate in weekly meetings with clients ... projects. • Create and manage a project team on certain larger projects • Problem solving ...

Orbital

Project Manager

Baton Rouge, LA · On-site

$130K - $180K/yr

Orbital is evaluating candidates based upon their project management experience, technical knowledge, field experience, and engineering design skill sets. Key Responsibilities * Responsible for the ...

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Project Manager Wealth Management information

See Baton Rouge, LA salary details

$37K

$98.6K

$155.6K

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

As of Aug 2, 2026, the average yearly pay for project manager wealth management in Baton Rouge, LA is $98,599.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,400.00 and $118,100.00 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 is the highest paid project management job?

The highest paid project management roles are often executive-level positions such as Program Director or Portfolio Manager, especially in industries like finance, technology, and construction. These roles typically require extensive experience, advanced certifications like PMP or PgMP, and strong leadership skills, with salaries reaching into the high six or seven figures in some cases.

What are the key skills and qualifications needed to thrive as a Project Manager in Wealth Management, and why are they important?

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.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of experienced financial advisors or senior advisors earn $500,000 or more annually, often due to high client assets, commissions, or bonuses. Achieving this level typically requires extensive experience, a strong client base, and relevant certifications such as the CFP or CFA. Most advisors earning this income work in high-net-worth segments and have a proven track record of managing large portfolios.

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.

Is 200,000 enough to work with a financial advisor?

For a Project Manager in Wealth Management, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur about $2,000 annually in fees. It's important to consider additional costs, such as planning fees or commissions, and to choose an advisor whose fee structure aligns with your investment size and needs.

What is the highest paying job in wealth management?

In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer or Managing Director, which can earn six-figure salaries plus bonuses. These roles require extensive experience, strong client relationships, and often advanced certifications like the CFA or CFP. Compensation varies based on firm size, location, and individual performance.
What job categories do people searching Project Manager Wealth Management jobs in Baton Rouge, LA look for? The top searched job categories for Project Manager Wealth Management jobs in Baton Rouge, LA are:
Project Manager Wealth Management jobs near you
Infographic showing various Project Manager Wealth Management job openings in Baton Rouge, LA as of July 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $98,599 per year, or $47.4 per hour.

Wealth Management Client Associate

Bank of America

Baton Rouge, LA • On-site

Full-time

Re-posted 20 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 522 frontline employees who took The Breakroom Quiz

52nd of 170 rated banks

Job description

Job Description:
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 of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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