Financial Project Manager Jobs in Rhode Island
Financial Project Manager jobs in Rhode Island are concentrated in Providence, Cranston, and Warwick, where employers like Fidelity Investments, Amica Mutual Insurance, and Lifespan Health System maintain active finance and operations teams. Demand is strongest in banking compliance, insurance portfolio management, and healthcare finance transformation, reflecting the state's anchor industries. Roles range from associate-level project coordinators to senior program managers overseeing multi-million-dollar capital initiatives. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 46+ Financial Project Manager jobs
Join a Growing Independent Retirement Planning Firm
GPS Retirement is an independent retirement planning firm committed to helping individuals and families retire with confidence through thoughtful planning and exceptional client service.
We're looking for an Associate Financial Advisor to join our team. This role is ideal for someone who enjoys working directly with clients, has a strong foundation in financial planning, and is looking for an opportunity to grow into a Lead Advisor role over time.
You'll work alongside our founder and advisory team, participate in client meetings, develop financial strategies, and gradually assume responsibility for your own client relationships. We provide the mentorship, support, and opportunities needed to help you continue growing professionally.
Responsibilities
- Prepare retirement, investment, insurance, tax, and estate planning recommendations
- Build and maintain financial plans using firm planning software
- Prepare meeting agendas and client presentations
- Participate in client meetings alongside the Lead Advisor
- Document recommendations and follow-up tasks in Redtail CRM
- Execute investment recommendations and assist with account maintenance
- Coordinate with the operations team to deliver an outstanding client experience
- Continue developing planning knowledge, technical skills, and advisor confidence
- Over time, assume responsibility for managing client relationships and conducting review meetings
Qualifications
We're looking for someone who brings both technical knowledge and the right attitude.
The ideal candidate is:
- Positive, professional, and client-focused
- An excellent communicator who enjoys building relationships
- Organized, detail-oriented, and dependable
- Self-motivated with strong critical thinking and problem-solving skills
- Coachable and committed to continuous learning
- A collaborative team player who takes pride in delivering excellent service
Required Qualifications
- Series 65 (or equivalent registration) required
- Rhode Island Life Insurance license required
- Experience in financial planning or wealth management
- Strong proficiency with Microsoft Office
Preferred Qualifications
- Bachelor's degree
- CFP® designation or actively pursuing CFP® certification
- Experience with Redtail CRM, Orion, eMoney, MoneyGuidePro, or similar financial planning software
Compensation & Benefits
- Competitive salary based on experience
- Performance-based bonus opportunities
- 100% employer-paid health insurance
- 401(k) with company match
- Paid time off based on position and length of service
- Professional development, continuing education, and licensing support
- Clear path for career advancement into a Lead Advisor role
Why GPS Retirement?
We're intentionally building a firm focused on long-term relationships, with both our clients and our team. We believe in doing what's right, supporting one another, maintaining a positive work environment, and continually improving how we serve our clients.
If you're looking for an opportunity to grow your career, expand your responsibilities, and make a meaningful impact while working alongside an experienced team, we'd love to hear from you.
We enjoy getting to know our candidates beyond their resumes. If you apply, we'd appreciate a brief note sharing why you're interested in joining GPS Retirement and what you believe makes you a strong fit for our team - we read every submission.
Pay: From $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
See All 46 Financial Project Manager Jobs in Rhode Island
Find roles in Rhode Island that match your experience and apply in just a few clicks.
Find JobsFinancial Project Manager Jobs by City in Rhode Island
Where Rhode Island roles are concentrated, by current openings.
Financial Project Manager Job Market in Rhode Island
A snapshot from current Rhode Island openings, updated as new roles post.
Who's Hiring
- CVS Health11
- Bank of America3
- Brown University Health3
- Gilbane2
- New York Life2
Top Industries Hiring
- Healthcare & Medical Services8
- Banking & Financial Services5
- Investment & Asset Management3
- Aerospace & Defense2
- Energy1
What Rhode Island Employers Look For
The qualifications that appear most often in financial project manager jobs across Rhode Island.
- Bachelor's degree in finance, accounting, business administration, or a related field required
- PMP or PMI certification strongly preferred by Rhode Island employers
- Three or more years of experience managing financial projects or budgets
- Proficiency in project management software such as Microsoft Project or Smartsheet
- Experience with financial reporting, variance analysis, and stakeholder communication
- Familiarity with regulatory compliance frameworks common in banking or insurance sectors
Financial Project Manager Jobs in Rhode Island: Frequently Asked Questions
How do you become a financial project manager in Rhode Island?
Most financial project managers in Rhode Island enter the role through a bachelor's degree in finance, accounting, or business, followed by several years in financial analysis or operations. Rhode Island does not require a state-issued license for this role, but employers consistently favor candidates who hold the Project Management Professional credential from PMI. Gaining experience within Providence's banking, insurance, or healthcare sectors is the most direct path to a senior position.
How much do financial project managers make in Rhode Island?
Financial project managers in Rhode Island earn a median of about $104,680 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $63,750 for the lowest 10% to over $170,050 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial project managers in Rhode Island?
Employers hiring financial project managers in Rhode Island right now include CVS Health, Bank of America, and Brown University Health, based on current listings on Migrate Mate as of July 2026. Rhode Island's concentration of insurance carriers, regional banks, and large health systems means consistent demand for professionals who can bridge financial oversight with structured project delivery.
Which Rhode Island cities have the most financial project manager jobs?
Providence, Rhode Island, and Newport have the most financial project manager openings in Rhode Island. Providence dominates as the state's commercial and healthcare center, home to major insurers, financial institutions, and hospital networks, while Cranston and Warwick attract openings tied to corporate back-office operations and regional financial services firms clustered along the Route 2 corridor.
Are there remote financial project manager jobs in Rhode Island?
Yes, and more than most fields, since the work centers on reporting, planning, and stakeholder coordination that translates well to distributed teams. About 56% of financial project manager openings tied to Rhode Island are remote or hybrid as of July 2026, reflecting how the role has shifted since major Providence-area insurers and financial firms expanded their distributed workforce policies. The most remote-friendly tasks tend to be budget tracking, documentation, and vendor management.
How can I get hired as a financial project manager in Rhode Island with little or no experience?
The most realistic entry path is a financial analyst or project coordinator role at one of Rhode Island's large health systems or insurance carriers, where rotational programs and internal project exposure are common. Lifespan and Care New England have onboarded junior finance staff into project-adjacent roles, and regional banks often post associate-level positions that blend reporting with coordination duties. Earning a CAPM credential from PMI or completing a recognized project management certificate strengthens a candidate without prior PM experience significantly.
Where can I find and apply to financial project manager jobs in Rhode Island?
You can find and apply to financial project manager jobs in Rhode Island on Migrate Mate, which lists current openings from employers actively hiring in the state. Find the roles that fit your background and apply directly without creating a profile or going through an intermediary step.
See All 46 Financial Project Manager Jobs in Rhode Island
Find roles in Rhode Island that match your experience and apply in just a few clicks.
Find Jobs