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Project Manager Wealth Management Jobs (NOW HIRING)

Brophy Wealth Management, LLC

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Wealth Manager

Bedford, NH · On-site

$100K - $150K/yr

Brophy Wealth Management, LLC 30+ Years of Client-First Financial Planning -- Join a Firm Where Relationships Drive Growth At Brophy Wealth Management, we've built our reputation over three decades ...

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Project Manager Wealth Management information

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$38.5K

$102.7K

$162K

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

As of Jun 20, 2026, the average yearly pay for project manager wealth management in the United States is $102,682.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $123,000.00 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.

Can I make 100k as a project manager?

Project managers in wealth management can earn $100,000 or more annually, especially with experience, certifications like PMP, and working in large firms or financial hubs. Salaries vary based on location, scope of responsibilities, and individual qualifications.

Can financial advisors make $500,000 a year?

Financial advisors can potentially earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level of income often requires strong sales skills, certifications like the CFP or CFA, and experience in wealth management or investment advisory roles.

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.

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 require a minimum investment, often ranging from $25,000 to $100,000, but some offer services for lower amounts or charge hourly fees. It's important to discuss fee arrangements and services directly with the advisor to determine if your investment aligns with their requirements.

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, along with leadership skills and strategic oversight responsibilities.
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Project Manager Wealth Management jobs near you
Infographic showing various Project Manager Wealth Management job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $102,682 per year, or $49.4 per hour.
Wealth Management Advisor - Midland

Wealth Management Advisor - Midland

Greenleaf Trust

Midland, MI • On-site

Full-time

Posted 20 days ago

Job description

Who We Are

At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Summary

Manage client relationships to perform activities relative to our role as wealth management advisors.

Your Role in Serving Clients and Assisting Divisions Includes:

Client Care:
  • Responsible for proactive client contact providing "high touch" communication and service to clients.
  • Develop and maintain a basis of knowledge in key areas of investment management, tax planning, retirement planning, philanthropic planning, trust and estate planning, and insurance planning.
  • Help clients define their needs, goals, and objectives. Responsible for developing and implementing a personalized Wealth Management Plan and ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives.
  • Meet with prospective and existing clients regularly to maintain open communication on their portfolio status and other wealth management strategies within the relationship.
  • Manage client portfolios as set forth in the wealth management plan and investment policy statement while satisfying clients' wants, needs and desires.
  • Provide continuous support to new clients throughout the account transfer process.
  • Coordinate with the client's other professional advisors, such as tax and legal advisors.
Purposeful Growth:
  • Generate new opportunities through direct contact with existing clients, prospects, and referral sources.
  • Actively participate in business development activities and team meetings, event-driven marketing activities, and media opportunities.
  • Promote Greenleaf Trust offerings in the community including holistic wealth management, trust services, and retirement plan administration.
  • Deliver presentations to prospective client and referral sources explaining the function of Greenleaf Trust's Wealth Management Division and the potential financial and tax advantages to be gained through portfolio design and implementation as well as various other wealth management strategies.

Fiduciary Excellence:

  • Act in fiduciary capacity to perform activities related to investment and wealth management for the clients we serve.
  • Ensure that fiduciary judgment is followed based on the terms of the investment policy statement and investment guidelines of trust documents.
  • Complete investment policy documents and required reviews in a timely manner as determined by the trust committee.
  • Ensure that the steps in the CFP(R) Board's financial planning process are completed and continuously monitored.

Teamwork and Collaboration:

  • Provide expertise and back-up to other team members regarding portfolio management, wealth management planning, and other issues.
  • Serve as a mentor to other Wealth Management Advisors and Associates.
  • Work closely with Client Centric Team (CCT) members to support client needs. Track client communications in CRM system.
  • Share insights and best practices to foster a culture of continuous learning and professional development.
  • Assist with seminar content development in areas of expertise.
  • Actively participate in internal meetings and workgroup(s) for various projects.
  • All other duties as assigned

Continuing Education:

  • Participate in continuing education opportunities to remain current with new developments in the industry

DEI Commitment

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

Security Responsibilities

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

Minimum Education / Experience Required

  • Bachelor's Degree and minimum 5 years of experience in portfolio and wealth management, or equivalent education and experience.
  • Certified Financial Planner® or Chartered Financial Analyst® designation is strongly preferred.
  • Sales experience in a service-related field.

OTHER

  • Regular and predictable attendance is required.
  • The position may require full day or overnight travel, approximately 40% of the time, to meet with clients outside of the general area.
  • Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

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