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Advisory Manager Jobs in Indiana (NOW HIRING)

CBIZ

Tax Senior Manager

Indianapolis, IN · On-site

$120 - $180/hr

Collaborate with leaders across assurance, advisory, and specialty tax practices to deliver integrated solutions for clients. Manage multiple client engagements simultaneously, balancing priorities ...

CBIZ, Inc.

Tax Manager

Indianapolis, IN · On-site

$106K - $139K/yr

Collaborate with professionals across tax, audit, advisory, and consulting teams to deliver ... Manage engagement budgets, timelines, and staffing to ensure efficient execution and profitability.

JLL

Project Manager

Indianapolis, IN

... advisory and technology for our clients. We are committed to hiring the best, most talented ... As a Project Manager, you will play a pivotal role in delivering exceptional project outcomes and ...

Myers and Stauffer

Tax Manager

Indianapolis, IN · Hybrid

$106K - $139K/yr

With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally ...

CBIZ

Tax Manager

Indianapolis, IN · Hybrid

$106K - $139K/yr

With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally ...

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Advisory Manager information

What are some common challenges advisory managers face when balancing client expectations and project deliverables?

Advisory Managers often navigate the complex task of aligning client expectations with realistic project timelines and resource constraints. They must communicate transparently about potential risks, scope changes, and deliverable timelines while maintaining strong client relationships. Balancing these factors requires strong negotiation, problem-solving, and stakeholder management skills. Successfully managing these challenges not only ensures client satisfaction but also helps in building long-term trust and repeat business.

What are the key skills and qualifications needed to thrive as an advisory manager?

To thrive as an Advisory Manager, you need strong analytical abilities, project management experience, and typically a degree in business, finance, or a related field. Proficiency with data analysis tools, enterprise resource planning (ERP) systems, and relevant certifications such as CPA or PMP are commonly required. Exceptional communication, leadership, and client relationship skills help you stand out in this role. These skills are vital for delivering strategic guidance, managing teams, and ensuring successful client engagements.

What is an advisory manager?

Advisory Managers are professionals who oversee consulting projects and teams, providing clients with strategic advice in areas like business operations, risk management, or financial planning. They are responsible for managing client relationships, guiding junior consultants, and ensuring the successful delivery of advisory services. Advisory Managers often work in accounting firms, consulting companies, or large corporations. Their expertise helps organizations solve complex problems and improve performance.

What is the difference between Advisory Manager vs Financial Analyst?

AspectAdvisory ManagerFinancial Analyst
Required CredentialsBachelor's degree, often certifications like CFA or CPABachelor's degree, CFA or CPA preferred
Work EnvironmentClient-facing, strategic planning, team leadershipData analysis, financial modeling, reporting
Employer & Industry UsageConsulting firms, financial services, corporate advisoryInvestment banks, asset management, corporate finance

Advisory Managers focus on client consulting, strategic advice, and team management, often requiring certifications and client interaction. Financial Analysts primarily analyze financial data, prepare reports, and support investment decisions. While both roles require financial knowledge, Advisory Managers have a broader strategic and leadership role, whereas Financial Analysts concentrate on data analysis and reporting.

What cities in Indiana are hiring for Advisory Manager jobs? Cities in Indiana with the most Advisory Manager job openings:
Advisory Manager jobs near you
Infographic showing various Advisory Manager job openings in Indiana as of June 2026, with employment types broken down into 2% As Needed, 22% Full Time, 67% Part Time, 2% Temporary, 6% Contract, and 1% Nights. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution.

Institutional Advisor

Goelzer Investment Management, Inc

Carmel, IN • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted 22 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off

Job Title: Institutional Advisor
Team: Institutional Advisory Service
Reports To: Managing Director, Institutional Advisory Services
 
The Institutional Consultant provides investment advisory services to institutional clients, with a primary focus on nonprofit organizations such as foundations and endowments, as well as a select group of corporate institutions. This role works closely with boards, investment committees, and senior leadership to deliver advice across investment policy, asset allocation, manager selection, alternatives, and performance measurement. The Institutional Consultant supports both existing clients and prospective relationships through a fiduciary-focused, consultative approach aligned with Goelzer’s investment philosophy.
Key Responsibilities: Responsible for expanding new business development through prospecting, nurturing relationships with COIs, and generating proposals consistent with firm strategies for business development. 
  • Provide consultative investment advisory services based on an understanding of each client’s unique goals and objectives. 
  • Be an active member of the Institutional Advisory Services Team that strives to be thought leaders in the broad areas of institutional consulting and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzer’s competitive landscape. 
  • Ensure effective and timely communication is provided to clients in a conscientious manner that aligns with client needs, firm standards, and industry expertise. 
  • Provide clients with investment strategy and advice in accordance with Goelzer’s philosophy, current outlook, and policies. 
  • Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with investment committees, Board of Directors, and staff on a periodic basis to review their portfolios. 
  • Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment policy and Goelzer’s policies. 
  • Comfortable presenting to boards of directors, investment committees, finance committees, and other groups. 
  • Perform additional services as appropriate to meet and exceed each client’s needs and expectations, including custodial and investment manager searches and evaluation. 
Work Experience / Knowledge:
  • Minimum of 5-7 years of experience with an investment advisory or consulting firm.
  • Experience in business development or B2B sales highly desired.
  • Relevant experience in institutional advisory and consulting is strongly preferred.
  • Broad familiarity with institutional advisory and portfolio management concepts.
  • Solid knowledge of the capital markets, broad asset classes and related indices, alternatives, investment structures, performance attribution, and analytical tools.
  • Demonstrated ability to present complex topics to boards and committees in an understandable manner.
Skills / Other Personal Attributes Required:
  • Excellent interpersonal, collaboration, and consultative investment advisory skills.
  • Dedication to professionalism, ethics, and confidentiality
  • Excellent analytical and quantitative skills (i.e., financial and data analysis).
  • Passion for the industry and a constant desire to continually learn and research relevant subject matter
  • Proficiency with MS Office: Advanced Excel and PowerPoint skills required,
  • Ability to quickly master the firm’s CRM is essential: experience with Salesforce, Microsoft Dynamics or similar is preferred.
  • Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
  • Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
  • Demonstrate initiative, creativity, judgment, maturity, and poise.
Education:
  • Bachelor’s degree required: Economics, Finance, Financial Planning and Statistics & Mathematics preferred. Coursework in Behavioral Sciences and Communications is a plus.
  • CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable.