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Project Manager Wealth Management Jobs in Baton Rouge, LA

Bankers Life

Wealth Management Trainee

Baton Rouge, LA · On-site

... wealth management. · Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that ...

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 ...

Duplantis Design Group

Project Manager

Baton Rouge, LA · On-site

Coordinated day-to-day project activities and construction contract management with the work of other consultants, ensuring proper interpretation, implementation, and/or modification of plans and ...

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 ...

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 ...

Dashiell Corportaion

Project Manager

Gonzales, LA · On-site

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

GROUP Contractors

Project Manager

Baton Rouge, LA

... management and active construction-site environments. The position requires a strong understanding of how field operations, scheduling, procurement, subcontractors, project costs, and client ...

GROUP Contractors

Project Manager

Baton Rouge, LA · On-site

... management and active construction-site environments. The position requires a strong understanding of how field operations, scheduling, procurement, subcontractors, project costs, and client ...

GROUP Contractors

Project Manager

Baton Rouge, LA · On-site

... management and active construction-site environments. The position requires a strong understanding of how field operations, scheduling, procurement, subcontractors, project costs, and client ...

Duplantis Design Group

Project Manager

Baton Rouge, LA · On-site

Preferred • Previous project management experience. • Previous construction observation experience. • Membership in a professional practice organization. • AutoCAD and/or Land F/X proficiency.

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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 Sep 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.

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 Baton Rouge, LA?

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

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:

What cities near Baton Rouge, LA are hiring for Project Manager Wealth Management jobs?

Cities near Baton Rouge, LA 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 Baton Rouge, LA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% 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 21 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 533 frontline employees who took The Breakroom Quiz

52nd of 174 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

What Bank Of America employees say

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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

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