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Project Manager Wealth Management Jobs in Portland, OR

US Bank

Wealth Management Advisor

Gresham, OR · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

U.S. Bank

Wealth Management Advisor

Gresham, OR · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

Aprio

Wealth Advisor

Portland, OR · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... Ability to juggle multiple projects successfully. * Exceptional attention to detail and skilled ...

Riverview

Senior Wealth Advisor

Vancouver, WA · On-site

$145K - $175K/yr

Senior Wealth Advisor Job Summary This position ensures the growth and development for the Wealth ... Project management quarterly newsletter including: coordinate preparation of articles, manage ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Pwc

Asset & Wealth Management Tax Manager

Portland, OR · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... Take ownership of projects, ensuring their successful planning, budgeting, execution, and ...

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Project Manager Wealth Management information

See Portland, OR salary details

$40.8K

$108.9K

$171.8K

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

As of Aug 20, 2026, the average yearly pay for project manager wealth management in Portland, OR is $108,895.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,200.00 and $130,400.00 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 Portland, OR?

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

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

The top searched job categories for Project Manager Wealth Management jobs in Portland, OR are:

Project Manager Wealth Management jobs near you
Infographic showing various Project Manager Wealth Management job openings in Portland, OR as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $108,895 per year, or $52.4 per hour.

Senior Wealth Management Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$100K - $120K/yr

Full-time

Re-posted 11 days ago

Job description

If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.

This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.

Specific responsibilities include:

  • Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
  • Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
  • Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
  • Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
  • Coordinate, manage and delegate workflow to the team's Client Service Associates
  • Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
  • Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts

  • 5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
  • Series 65 license (or willingness to obtain it within 12 months at Coldstream's expense)
  • Financial Paraplanner Qualified Professional (FPQP) designation - or completion of the first module of the CFP designation (or willingness to obtain one of them within 12 months at Coldstream's expense)
  • A Bachelor's degree
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus
  • Exceptional communication, relationship building, and organizational skills
  • Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload