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 ...
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 ...
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 ...
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 ...
Wealth Management Client Associate
New Orleans, LA · On-site
$14 - $19.25/hr
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 ...
Wealth Management Client Associate
New Orleans, LA · On-site
$14 - $19.25/hr
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 ...
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 ...
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 ...
Wealth Product Manager
New Orleans, LA · On-site
Leads the strategic design, development, pricing, and ongoing performance of Wealth Management ... Strong project management and organizational skills. * Strong analytical and forecasting skills.
Wealth Product Manager
New Orleans, LA · On-site
Leads the strategic design, development, pricing, and ongoing performance of Wealth Management ... Strong project management and organizational skills. * Strong analytical and forecasting skills.
Project Manager
New Orleans, LA · On-site
Minimum 5 years of project management experience on federal or large commercial construction projects where project phasing was required and where coordinating and managing multiple subcontractors ...
Quick apply
Project Manager
New Orleans, LA · On-site
Minimum 5 years of project management experience on federal or large commercial construction projects where project phasing was required and where coordinating and managing multiple subcontractors ...
Asset & Wealth Management Tax Manager
$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 ...
Asset & Wealth Management Tax Manager
$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 ...
Director, Wealth Portfolio management is primarily responsible for all aspects of client engagement for asset management professionals and management of the Wealth Portfolio Management group. The ...
Director, Wealth Portfolio management is primarily responsible for all aspects of client engagement for asset management professionals and management of the Wealth Portfolio Management group. The ...
Project Manager
Covington, LA · On-site
... project management processes. • Provide guidance to the project team and support the next generation of project staff with mentorship and teaching. Required Skills/Abilities • Thorough ...
Project Manager
Covington, LA · On-site
... project management processes. • Provide guidance to the project team and support the next generation of project staff with mentorship and teaching. Required Skills/Abilities • Thorough ...
Project Manager
New Orleans, LA · On-site
Minimum 7 years of project management experience on commercial or industrial construction projects. * Working knowledge of contract administration, cost reporting, and change order management.
Project Manager
New Orleans, LA · On-site
Minimum 7 years of project management experience on commercial or industrial construction projects. * Working knowledge of contract administration, cost reporting, and change order management.
Project Manager
New Orleans, LA · Remote
Minimum 7 years of project management experience on commercial or industrial construction projects. * Working knowledge of contract administration, cost reporting, and change order management.
Quick apply
Project Manager
New Orleans, LA · Remote
Minimum 7 years of project management experience on commercial or industrial construction projects. * Working knowledge of contract administration, cost reporting, and change order management.
Project Manager
Covington, LA · On-site
Minimum: BS in Construction Management or related field (4+ years of experience may be substituted in lieu of 4-year degree); 4 years industry experience on projects valued at least $5 million, with ...
Quick apply
Project Manager
Covington, LA · On-site
Minimum: BS in Construction Management or related field (4+ years of experience may be substituted in lieu of 4-year degree); 4 years industry experience on projects valued at least $5 million, with ...
Provide strategic project management leadership for large and complex projects. * Responsible for leading projects through all internal and external processes, and navigate the project life cycle.
Provide strategic project management leadership for large and complex projects. * Responsible for leading projects through all internal and external processes, and navigate the project life cycle.
Project Manager
Covington, LA · On-site
Minimum: BS in Construction Management or related field (4+ years of experience may be substituted in lieu of 4-year degree); 4 years industry experience on projects valued at least $5 million, with ...
Project Manager
Covington, LA · On-site
Minimum: BS in Construction Management or related field (4+ years of experience may be substituted in lieu of 4-year degree); 4 years industry experience on projects valued at least $5 million, with ...
Project Manager
New Orleans, LA · On-site
Provide strategic project management leadership for large and complex projects. * Responsible for leading projects through all internal and external processes, and navigate the project life cycle.
Project Manager
New Orleans, LA · On-site
Provide strategic project management leadership for large and complex projects. * Responsible for leading projects through all internal and external processes, and navigate the project life cycle.
Project Manager
Covington, LA · On-site
Minimum: BS in Construction Management or related field (4+ years of experience may be substituted in lieu of 4-year degree); 4 years industry experience on projects valued at least $5 million, with ...
Project Manager
Covington, LA · On-site
Minimum: BS in Construction Management or related field (4+ years of experience may be substituted in lieu of 4-year degree); 4 years industry experience on projects valued at least $5 million, with ...
Minimum 7 years of project management experience on commercial or industrial construction projects. * Working knowledge of contract administration, cost reporting, and change order management.
Minimum 7 years of project management experience on commercial or industrial construction projects. * Working knowledge of contract administration, cost reporting, and change order management.
Project Manager
Covington, LA · On-site
Utilize ERP and CRM systems to manage project documentation, track costs, process change orders, update customer information, and maintain accurate project status reporting. * Coordinate with ...
Project Manager
Covington, LA · On-site
Utilize ERP and CRM systems to manage project documentation, track costs, process change orders, update customer information, and maintain accurate project status reporting. * Coordinate with ...
PMP Qualifications Needed skills: * 3-5 years of project management experience (domain knowledge in electric utility business is preferable) * Excellent customer-facing skills * Excellent ...
PMP Qualifications Needed skills: * 3-5 years of project management experience (domain knowledge in electric utility business is preferable) * Excellent customer-facing skills * Excellent ...
Requirements: * 5-7+ years of commercial construction project management experience. * Demonstrated success managing $2M+ projects (ground-up or major TI). * Proficient in Procore, Microsoft Project ...
Quick apply
Requirements: * 5-7+ years of commercial construction project management experience. * Demonstrated success managing $2M+ projects (ground-up or major TI). * Proficient in Procore, Microsoft Project ...
Project Manager Wealth Management information
See Slidell, LA salary details
$33.4K - $43.1K
2% of jobs
$43.1K - $52.8K
6% of jobs
$52.8K - $62.6K
10% of jobs
$67.8K is the 25th percentile. Wages below this are outliers.
$62.6K - $72.3K
13% of jobs
$72.3K - $82K
14% of jobs
The median wage is $85.5K / yr.
$82K - $91.7K
15% of jobs
$91.7K - $101.5K
13% of jobs
$103.7K is the 75th percentile. Wages above this are outliers.
$101.5K - $111.2K
12% of jobs
$111.2K - $120.9K
7% of jobs
$120.9K - $130.7K
5% of jobs
$130.7K - $140.4K
3% of jobs
$33.4K
$89K
$140.4K
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 Slidell, LA is $88,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $106,600.00 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?
| Aspect | Project Manager Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | PMP, CFP (optional) | Series 7, Series 66, CFP |
| Work Environment | Financial firms, banks, wealth management companies | Individual client meetings, financial planning firms |
| Primary Focus | Managing projects, implementing wealth management strategies | Providing 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 cities near Slidell, LA are hiring for Project Manager Wealth Management jobs?
Cities near Slidell, LA with the most Project Manager Wealth Management job openings:
Full-time
Re-posted 28 days ago
Bank Of America rating
8.2
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:
The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This role is an FA Paid Resource. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Required Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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:
The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This role is an FA Paid Resource. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Required Qualifications:
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
Skills:
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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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