Project Manager
Wellby Financial
About this role
Wellby is seeking a Project Manager to lead strategic initiatives that enhance experiences for team members and members. The role partners with clients and cross-functional teams to ensure outcomes align with business goals and deliver value to stakeholders.
Skills
Qualifications
About Wellby Financial
wellbyfinancial.comWellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.
Recent company news
LPL FinancialHow LPL Helps Deliver Tailored Wealth Management Solutions
Dec 9, 2025
KHOUSponsored: Moon 2 Mars Festival Presented By Wellby Financial takes place March 11 - 14
2 weeks ago
The Business JournalsFirst Community Credit Union buys former Noble Energy building for new headquarters
1 week ago
ForbesBEST CREDIT UNIONS IN EACH STATE
Jun 17, 2025
LPL FinancialHow Banks & Credit Unions Can Recruit and Retain Advisors
Nov 20, 2025
About Wellby Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wellby Financial.
Salary
$72k – $97k
per year
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