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Project Manager Wealth Management Jobs in Raleigh, NC

Required : • Project management experience, preferably with large, complex automation implementation efforts • Demonstrated Project Management experience on system deployments with multiple ...

Required : • Demonstrated Project Management experience on system deployments with multiple client specific modules • Objective decision-making ability based on strategic objectives priority ...

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 ...

Resource Management: Allocate and manage project resources, including personnel, equipment, and materials, to meet project goals. HVAC Expertise: Apply in-depth knowledge of HVAC systems, codes, and ...

The Project Manager serves as the primary liaison with the Client and Design Team, and ... Design management and Change management. * Client relations and communication * Subcontracting ...

Responsibilities include but are not limited to: authoring all project management artifacts following the practices and guidelines from the PMI's PMBOK; developing the detailed project budget and ...

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 ...

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 ...

Responsible for the project management of small to mid-sized projects or designated portions of larger projects. * Establish project budgets, prepare proposals, and develop and maintain positive ...

... management of the integrated project plan, execution of the project plan, project status, meetings, scope changes, risk and issue tracking/mitigation, coordination across project teams, etc. • ...

This lead project management role will coordinate the procurement process and then work with the selected vendor to complete implementation of the system. This position will manage the day to day ...

Ensure proper utilization of project management tools, including meeting agendas, minutes, trackers, and dashboards. * Liaise with the Finance team to confirm recognition of contractual milestones ...

Project Manager

Raleigh, NC · Remote

$90K - $115K/yr

Position Overview Imagine shaping the future of higher education with your project management expertise focused on ERP and Student Information System (SIS) initiatives. We have an exciting upcoming ...

The Project Manager serves as the primary liaison with the Client and Design Team, and ... Design management and Change management. * Client relations and communication * Subcontracting ...

The Project Manager serves as the primary liaison with the Client and Design Team, and ... Design management and Change management. * Client relations and communication * Subcontracting ...

PROJECT MANAGER Location:Raleigh,NC Duration:12 months Contract CLient: State of NC-486827 Complete ... Effective Communication Risk Management Additional Information All your information will be kept ...

Ensure proper utilization of project management tools, including meeting agendas, minutes, trackers, and dashboards. * Liaise with the Finance team to confirm recognition of contractual milestones ...

Hi, Title : project manager Location: Raleigh, NC Duration : 1 year contract Rate : $ OPEN Description: * 5 Years Experience required as a Project manager * Experience in Managing Software ...

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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 14, 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

Project Manager

Infojini Inc

Raleigh, NC • On-site

Full-time

Re-posted 12 days ago


Job description

Job Summary:
Infojini Inc is a full service IT consulting firm recognized for its rapid growth in the IT services and software development sector. They are seeking a Project Manager to oversee project activities, manage budgets, and ensure project deliverables are met in a timely manner.
Responsibilities:
• manage the day-to-day activities for the project
• complete all input to the State Project Portfolio Management system (Touchdown)
• authoring all project management artifacts following the practices and guidelines from the PMI’s PMBOK®
• developing the detailed project budget and monitoring expenditures
• requirements definition
• coordinating procurement activities
• developing and maintaining all required State CIO and Department project documentation
• serving as an IT management liaison to the business client
• coordinating and ensuring the analysis of the business and technical environments
• supervising implementation activities
• ensuring that project plans and schedules are established and maintained
• ensuring that deliverables are completed timely and accurately
• conducting formal presentations
• coordinating with all project stakeholders
• ensuring that appropriate project controls are instituted
Qualifications:
Required:
• Project management experience, preferably with large, complex automation implementation efforts
• Demonstrated Project Management experience on system deployments with multiple clients.
• Proven track record of delivering IT projects within budget, scope and schedule.
• Objective decision-making ability based on strategic objectives priority, business performance analysis and resource availability.
• Hands on experience managing project risk, cost, schedule, quality, testing, and communications.
• Strong leadership, organizational, interpersonal and time management skills.
• Demonstrated oral and written communication and presentation skills
• Solid work experience with project management tools (e.g. Microsoft Project)
• Experience with MS Office and SharePoint.
• Demonstrated experience with both Waterfall and Agile Projects
• Demonstrated experience with vendor management on a large IT project/system implementation
• Demonstrate technical architecture/infrastructure knowledge and experience, including experience with multiple hardware platforms and operating system
• Demonstrate technical knowledge and analysis skills with hands-on experience in development, data base design, and web-based technologies
Preferred:
• Strong business work flow to requirements analysis experience.
Company:
Infojini Inc. delivers innovative IT Services and Solutions to empower startups, Fortune 500 companies, and global enterprises. Founded in 2006, the company is headquartered in Columbia, USA, with a team of 501-1000 employees. The company is currently Late Stage.

Infojini logo

About Infojini

Sourced by ZipRecruiter

Infojini Consulting is a full service IT consulting, services, and staffing firm with offices in Linthicum Heights ,Maryland, Washington, DC and Mumbai, India. Infojini Consulting is recognized as one of the fastest growing IT services and software development Companies. With a partnership of all major technology vendors, Infojini Consulting has built a strong Government and commercial customer base including fortune 100 companies and most state and federal agencies such as State of North Carolina, State of South Carolina, State of Maryland, State of California, State of Pennsylvania, State of Virginia, State of Washington and many others.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Columbia, MD, US

Year founded

2006