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Project Manager Wealth Management Jobs in Chicago, IL

... Wealth Management portfolio, including trust companies, registered investment advisors, and ... Engagement oversight - Oversee multiple audit engagements at once by reviewing detailed project ...

Wealth Management Banker

Chicago, IL · On-site

$120K - $200K/yr

Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending ... Serve as the key relationship manager to financial advisors for their clients' cash management and ...

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Project Manager Wealth Management information

See Chicago, IL salary details

$39.7K

$105.8K

$166.9K

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

As of Aug 27, 2026, the average yearly pay for project manager wealth management in Chicago, IL is $105,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,900.00 and $126,700.00 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 Chicago, IL?

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

What job categories do people searching Project Manager Wealth Management jobs in Chicago, IL look for?

The top searched job categories for Project Manager Wealth Management jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Project Manager Wealth Management jobs?

Cities near Chicago, IL with the most Project Manager Wealth Management job openings:

Infographic showing various Project Manager Wealth Management job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 2% Contract, and 1% Nights. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $105,777 per year, or $50.9 per hour.

Program Manager, Wealth Management

Northern Trust

Chicago, IL • On-site

$114K - $194K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New


Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz


Job description

About Northern Trust


As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.


Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.


With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.


Role Summary:

Responsible for managing large scale, enterprise-wide Programs with multiple projects and work streams. Programs involve delivery of critical strategic business capabilities or regulatory changes that impact multiple business units or disciplines. The Project Management function manages a BU project or program to successful outcome. This role is responsible for aligning resources, overseeing the budget, creating project plans and tracking key milestones/risks/dependencies. This is the key coordinator to ensure Implementation of critical business capabilities or regulatory change.

Major Duties:

  • Focus of role is on execution of a program initiated to deliver a change in the strategic direction of business function activities; expansion of critical business capabilities or implementation of cross business unit regulatory change.
  • Manages implementation of complex initiatives involving multiple disciplines and/or ambiguous issues
  • Ability to lead a variety of projects providing solid leadership, planning, execution, governance and direction
  • Displays a balanced, cross-functional perspective, liaising with all necessary parts of the business to improve efficiency, effectiveness and productivity
  • Strategic in developing, implementing and administering programs with a focus on flawless project execution
  • Facilitation of cross discipline (business unit) coordination for decision making regarding scope; prioritization and issue resolution
  • Manage multiple projects and competing priorities simultaneously
  • Oversee development of business cases and project documentation, escalating items for attention proactively
  • Demonstrate excellent communication skills through coordination and execution across initiatives potentially impacting all facets of the business (i.e., front-office, middle-office, operations, IT, Risk, Legal, Compliance, etc.); Communication of program objectives; risks; issues and overall status to multiple levels of the organization.
  • Display strong attention to detail while managing across programs through preparation for key meetings.
  • Demonstrate understanding of budgetary and resource impact to projects and active management/issue resolution in both
  • Display an appropriate sense of urgency and understanding of inherent project risk
  • Proactively identify potential strategic or execution risks / issues and track them to closure
  • Ability to partner with key stakeholders to define key success metrics and measure progress against such metrics

Necessary Knowledge / Skills:

  • Excellent analytical, consultative, communication (oral and written) and judgement skills
  • Ability to excel in ambiguity
  • Ability to see the big picture and drill down into details, where needed
  • Brings order to the work
  • Highly flexible and adaptable to change
  • Ability to multi-task and manage multiple projects in concurrent manner
  • Motivated and self-driven individual with strong time management skills
  • Operates independently, but executes projects in partnership with key stakeholders
  • Leadership and organizational skills are required to determine the Program's goals, structure, budget and resource need
  • People Management skills to assess and develop the skills of staff.
  • Team-work skills to drive execution without direct reporting line responsibilities
  • Proficient with Microsoft applications (Excel, Word, PowerPoint, Visio)

Necessary Experience / Education:

  • Seasoned expert with program/project management expertise that has been developed over 12+ years of experience.
  • A college or university degree is preferred
  • Related industry knowledge is preferred

Salary Range:

$114,700 - 194,900 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.


Work Authorization


Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).


Working with Us


As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.


Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.


Reasonable Accommodation


Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.



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