ZipRecruiter

Log In

1

Assistant Relationship Manager Jobs in Indiana (NOW HIRING)

Keystone

Account Relationship Manager

Lebanon, IN · On-site

Utilize AGx, Connect and other tools to assist customers in interpreting information and make sound ... Communicate with Location Manager and Operations daily on account progress, account service and ...

Keystone

Account Relationship Manager

Frankfort, IN · On-site

Utilize AGx, Connect and other tools to assist customers in interpreting information and make sound ... Communicate with Location Manager and Operations daily on account progress, account service and ...

Busey

Commercial Relationship Manager II

Carmel, IN · On-site

$175K - $225K/yr

... loans. * Assist other lines of business with business development. * Where applicable, the ... Relationship Manager II to support leadership in the management of Commercial PMs and/or RMs as ...

Busey Bank

Commercial Relationship Manager II

Carmel, IN · On-site

$175K - $225K/yr

... loans. * Assist other lines of business with business development. * Where applicable, the ... Relationship Manager II to support leadership in the management of Commercial PMs and/or RMs as ...

Keystone

Agronomy Account Relationship Manager

Lynn, IN · On-site

Utilize AGx, Connect and other tools to assist customers in interpreting information and make sound ... Communicate with Location Manager and Operations daily on account progress, account service and ...

New

next page

Showing results 1-20

All JobsRelationship JobsAssistant Relationship Manager JobsAssistant Relationship Manager Jobs in Indiana

Assistant Relationship Manager information

See Indiana salary details

$26.6K

$76.8K

$133.7K

How much do assistant relationship manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for assistant relationship manager in Indiana is $76,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $100,400.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Relationship Manager vs Relationship Manager?

AspectAssistant Relationship ManagerRelationship Manager
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plusSame as Assistant Relationship Manager, often with additional experience or certifications
Work EnvironmentSupports senior managers, handles client inquiries, and assists in account management within banks or financial institutionsManages client portfolios, develops client relationships, and provides financial advice directly to clients
Employer & IndustryFinancial institutions, banks, wealth management firmsFinancial institutions, banks, wealth management firms

While both roles work within the financial industry and require similar educational backgrounds, the Assistant Relationship Manager primarily supports Relationship Managers by handling administrative tasks and client support. The Relationship Manager takes on a more active role in managing client portfolios and providing financial advice.

What does an assistant relationship manager do?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What are the key skills and qualifications needed to thrive as an assistant relationship manager, and why are they important?

To thrive as an Assistant Relationship Manager, you need strong financial acumen, analytical abilities, and a degree in finance, business, or a related field. Familiarity with CRM systems, banking software, and sometimes relevant certifications like CFA Level 1 can be advantageous. Excellent interpersonal skills, attention to detail, and effective communication help build and maintain client relationships. These competencies ensure client satisfaction, support business growth, and help effectively manage financial portfolios.

What is the work of an assistant relationship manager?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

How does an assistant relationship manager typically collaborate with senior relationship managers and other departments?

Assistant Relationship Managers work closely with senior relationship managers to support client onboarding, prepare financial analyses, and handle routine client inquiries. They frequently coordinate with departments such as credit, compliance, and operations to ensure client requests are handled efficiently and within regulatory guidelines. This collaborative environment helps Assistant Relationship Managers gain a holistic view of banking operations and develop skills essential for career growth in relationship management.

What are the most commonly searched types of Relationship Manager jobs in Indiana?

The most popular types of Relationship Manager jobs in Indiana are:

What cities in Indiana are hiring for Assistant Relationship Manager jobs?

Cities in Indiana with the most Assistant Relationship Manager job openings:

Assistant Relationship Manager jobs near you

RPS Relationship Manager

Old National Bank

Indianapolis, IN • On-site

$62K - $122K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 7 days ago

Old National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $62,300 - $122,400 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
The RPS Relationship Manager is responsible for administering and servicing a book of retirement plan business consisting primarily of qualified plans that fall under ERISA guidelines. Additionally, this role will assist with the generation of new or additional sources of revenue.
Key Accountabilities
Manage a Portfolio of Client Relationships
  • Serve as the primary relationship manager for a portfolio of 70-90 retirement plan clients, primarily servicing clients through phone, video conferencing, and email.
  • Maintain regular client contact, and ensure client records, service activities, and relationship management documentation are maintained accurately and timely.
  • Coordinate with internal service, compliance, operations, and investment teams to ensure timely execution of client requests and deliver on service commitments.
  • Conduct annual plan reviews with clients to discuss plan performance, investment results, plan utilization trends, and opportunities for plan improvement.

Client Education and Support
  • Lead virtual annual enrollment meetings and participate in education sessions using approved presentation materials and educational resources.
  • Support enrollment, participant engagement, and financial wellness initiatives through scalable communication strategies.
  • Assist plan sponsors in understanding investment reviews, fiduciary best practices, and plan governance requirements.
  • Function as a knowledgeable resource for clients, connecting them with subject matter experts when appropriate.

Drive Client Retention and Growth
  • Develop trusted relationships that strengthen client satisfaction and retention.
  • Partner with Sales, Retirement Plan Specialist support, and business development teams during client transitions, renewals, and expansion opportunities.
  • Promote the firm's value proposition and service capabilities through consistent engagement.

Key Competencies
Client Focus
Demonstrates a commitment to delivering exceptional service experiences. Understands client needs, responds with urgency, and proactively identifies opportunities to enhance satisfaction and retention.
Communication
Communicates clearly and professionally across multiple channels including virtual meetings, phone conversations, and written correspondence. Tailors messaging appropriately for plan sponsors, participants, and internal stakeholders.
Relationship Management
Builds and maintains productive long-term client relationships through regular contact, responsiveness, and accountability. Develops trust while managing assigned clients.
Organization and Execution
Effectively prioritizes competing demands across a virtual client base. Demonstrates strong attention to detail and consistently follows through on commitments.
Problem Solving
Identifies root causes of issues, collaborates across teams, and implements practical solutions that balance client needs, operational efficiency, and risk management.
Adaptability
Thrives in a remote engagement environment and embraces technology, process improvements, and evolving client needs.
Qualifications and Education Requirements
  • Bachelor's degree preferred.
  • 5+ years of retirement plan relationship management, client service, account management, or retirement plan administration experience.
  • Working knowledge of ERISA and defined contribution retirement plans.
  • Series 65 license required or must be obtained within 90 days.
  • Strong Microsoft Office and CRM proficiency.
  • Strong organizational, time management, and relationship management skills.
  • Ability to manage multiple relationships in a predominantly virtual environment.
  • Industry certification such as, either the QKA, AIF, CPFA, or CRPS highly desired

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

What Old National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply