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Project Manager Wealth Management Jobs in Raleigh, NC

Wealth Advisor

Raleigh, NC · On-site

$69K - $130K/yr

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...

... Wealth Management organizations from scoping through delivery * Managing client stakeholders, engagement teams, and multiple workstreams across complex business initiatives * Overseeing project plans ...

... wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic ... Project Management certification (e.g., PMP) preferred but not required. * Experience working ...

... wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic ... Project Management certification (e.g., PMP) preferred but not required. * Experience working ...

Description & Requirements Maximus is seeking a Project Manager - PMO to support our Federal BPS programs. This is a full time, remote role. Position is contingent on contract award Essential Duties ...

Description & Requirements Maximus is seeking a Project Manager - PMO to support our Federal BPS programs. This is a full time, remote role. Position is contingent on contract award Essential Duties ...

You will report to the Director of PMO and will have an onsite work structure in Creedmoor, North Carolina. The Project Manager is responsible for leading global transitions in all aspects of ...

Required : • Project Management Certification • Writing RFP / Contract Management • Organization - Project managers use specific tools such as charters, risk assessments, Gantt charts, decision ...

Responsibilities : • At least 7 years of project management experience, preferably with large, complex automation efforts. • Health care experience Required • Objective decision-making ability ...

If you're a proven construction leader with strong electrical project management experience and a passion for delivering exceptional results, we want to hear from you. What You'll Do As a Project ...

If you're a proven construction leader with strong electrical project management experience and a passion for delivering exceptional results, we want to hear from you. What You'll Do As a Project ...

You will report to the Director of PMO and will have an onsite work structure in Creedmoor, North Carolina. The Project Manager is responsible for leading global transitions in all aspects of ...

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

PM-II position is responsible for management, or assisting management, of all phases of project planning and execution to ensure project success factors are met. These include but are not limited to ...

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Project Manager Wealth Management information

See Raleigh, NC salary details

$37.4K

$99.8K

$157.5K

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

As of Jul 13, 2026, the average yearly pay for project manager wealth management in Raleigh, NC is $99,815.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,300.00 and $119,600.00 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 are popular job titles related to Project Manager Wealth Management jobs in Raleigh, NC? For Project Manager Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Project Manager Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Project Manager Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Project Manager Wealth Management jobs? Cities near Raleigh, NC with the most Project Manager Wealth Management job openings:
Project Manager

Full-time

Retirement, PTO

Re-posted 13 days ago


Job description

IEM is looking for a Full Time - Project Manager to join our team. The role is responsible for managing the execution of complex projects, ensuring alignment with program goals, regulatory compliance, and timely delivery. This includes coordinating cross-functional teams and external stakeholders, overseeing budgets and documentation, and ensuring adherence to federal requirements such as HUD CDBG-DR, NEPA, and Davis-Bacon. The position also supports risk management, audit readiness, and fosters a collaborative work environment focused on accountability, technical excellence, and service to the community.

Primary Location:

  • Live within a commutable distance to Guaynabo, PR.
  • Work in an Office Environment with a team.

Travel Requirements:

  • This position may require travel to complete work assignments or attend meetings.
  • Daily travel and other expenses are reimbursable in accordance with Federal Travel Regulations or DoD Regulations.

Essential Functions:

  • Manage day-to-day project operations, ensuring alignment with program goals, timelines, and compliance requirements.
  • Coordinate efforts across internal teams (compliance, engineering, environmental, finance, construction oversight) and external stakeholders, including subrecipients, beneficiaries, and regulatory agencies.
  • Monitor project budgets, schedules, and deliverables; prepare regular reports on progress, risks, and performance metrics.
  • Ensure compliance with applicable federal regulations, including HUD CDBG-DR, NEPA, Section 3, Davis-Bacon, procurement rules, and other cross-cutting requirements.
  • Oversee the development, review, and approval of key project documentation such as implementation plans, permitting packages, procurement records, and draw requests.
  • Lead coordination meetings, track action items, and maintain thorough documentation to support transparency and audit readiness.
  • Support subrecipient and beneficiary performance monitoring to ensure technical and regulatory standards are met.
  • Assist in identifying risks and implementing mitigation strategies and corrective actions as needed.
  • Review and recommend approvals for payment certifications and construction change orders.
  • Participate in audits and reviews to ensure project accountability and compliance.
  • Foster a collaborative, high-performance work environment focused on accountability, technical excellence, and community impact.
  • Effectively manage multiple projects and teams under pressure while maintaining attention to detail and regulatory adherence.

Minimum Qualifications:

  • Experience: Five (5) years of project management experience
  • Degree:Bachelor's degree in engineering, architecture, project management, or related field.
  • Bilingual: Fluent verbal and written communication skills in English and Spanish.
  • Experience coordinating with public sector entities, including municipalities and government agencies.
  • Proficient in Microsoft Office Suite, Smartsheet, and project management tools.
  • Willingness to work overtime as needed based on project demands.

Preferred Qualifications:

  • PMP certification or PE license.
  • Familiarity with HUD CDBG-DR program requirements and federal grant management regulations.
  • Knowledge of energy systems projects, including electrical distribution, generation (e.g., CHP, PV), and battery storage.

Additional Information:

  • Office Locations: Often, these offices are either owned by the client we work with or by IEM. All candidates are expected to follow any rules and regulations of the office in which they are required to work for that project.

Benefits and more:

  • 10 paid Holidays
  • Vacation Pay
  • Sick Pay
  • 401 (K) plan with matching
  • Company paid STD and LTD

Equal Employment Opportunity: All IEM employment decisions, including recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment, if necessary, are made without regard to an individual's race, color, religion, creed, sex (including sexual orientation, gender identity, and gender expression), national origin, ancestry, age, physical or mental disability, medical condition, genetic information, pregnancy (including childbirth and related medical conditions), marital status, military or veteran status, citizenship or immigration status, or any other characteristic protected under applicable law.

Reasonable Accommodation: IEM is committed to providing reasonable workplace accommodation for individuals with disabilities. If you require assistance or reasonable accommodation during any part of the application or employment process, please email IEMhumanresources@iem.com with specific details about the requested accommodation. All accommodation requests are reviewed case-by-case in compliance with applicable law.