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Project Manager Wealth Management Jobs Near Me

U.S. Bank

Wealth Management Advisor

Columbus, OH · 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 ...

US Bank

Wealth Management Advisor

Columbus, OH

$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 ...

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

As of Aug 14, 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.

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Project Manager Wealth Management jobs near you
A map of the United States highlighting the number of Project Manager Wealth Management job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Project Manager Wealth Management job openings in each state, with California having the most at 2 and Alaska the least at 0.

Relationship Manager

Apollon Wealth Management

Columbus, OH • On-site

Full-time

Re-posted 28 days ago

Job description

Relationship Manager
Reports to: Wealth Management Advisor
Status: Exempt
As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations:
Responsibilities:
  • Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
  • Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
  • Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
  • Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
  • Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
  • Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
  • Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience

Skills and Experience:
  • 3+ years recent industry experience (required)
  • Familiarity with Salesforce preferred
  • Knowledge of custodial platforms (required)
  • Industry licensing (not required)
  • Excellent interpersonal and communication skills
  • Strong organizational and multitasking abilities
  • Proficiency in financial software and tools
  • Dedication to maintaining client confidentiality and trust

Apply