May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Management technology platforms. * Good verbal and written communication skills (including e-mail ...
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Management technology platforms. * Good verbal and written communication skills (including e-mail ...
May enter security orders including stocks, bonds, fixed income, options,annuitiesand other ... Baird's Private Wealth Management technology platforms. * Excellent verbal and written ...
May enter security orders including stocks, bonds, fixed income, options,annuitiesand other ... Baird's Private Wealth Management technology platforms. * Excellent verbal and written ...
Client Specialist
Evansville, IN · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Baird's Private Wealth Management technology platforms. * Excellent verbal and written ...
Client Specialist
Evansville, IN · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Baird's Private Wealth Management technology platforms. * Excellent verbal and written ...
Client Assistant
Indianapolis, IN · On-site
$16.50 - $22.75/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Management technology platforms. * Good verbal and written communication skills (including e-mail ...
Client Assistant
Indianapolis, IN · On-site
$16.50 - $22.75/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Management technology platforms. * Good verbal and written communication skills (including e-mail ...
... portfolio quality, fee income, cross-sales, referrals, client satisfaction, and knowledge of ... Develop cash management sales proposals and pricing for prospective and existing clients to further ...
... portfolio quality, fee income, cross-sales, referrals, client satisfaction, and knowledge of ... Develop cash management sales proposals and pricing for prospective and existing clients to further ...
Treasury Management Officer
Indianapolis, IN · On-site
... portfolio quality, fee income, cross-sales, referrals, client satisfaction, and knowledge of ... Develop cash management sales proposals and pricing for prospective and existing clients to further ...
Treasury Management Officer
Indianapolis, IN · On-site
... portfolio quality, fee income, cross-sales, referrals, client satisfaction, and knowledge of ... Develop cash management sales proposals and pricing for prospective and existing clients to further ...
Client Specialist
Evansville, IN · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Baird's Private Wealth Management technology platforms. * Excellent verbal and written ...
Client Specialist
Evansville, IN · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Baird's Private Wealth Management technology platforms. * Excellent verbal and written ...
Surveillance Analyst
Indianapolis, IN · Hybrid
$150K/yr
Familiarity with a broad range of investment products and services (e.g., equities, fixed income, mutual funds, annuities, managed accounts, insurance products) and how they are supervised.
Surveillance Analyst
Indianapolis, IN · Hybrid
$150K/yr
Familiarity with a broad range of investment products and services (e.g., equities, fixed income, mutual funds, annuities, managed accounts, insurance products) and how they are supervised.
Regional Manager
Kokomo, IN · On-site
$70K - $95K/yr
Oversee all day-to-day operations of affordable developments within the assigned portfolio. Staff ... rental income. * Assist the Compliance Director to insure proper documentation and resident ...
Quick apply
Regional Manager
Kokomo, IN · On-site
$70K - $95K/yr
Oversee all day-to-day operations of affordable developments within the assigned portfolio. Staff ... rental income. * Assist the Compliance Director to insure proper documentation and resident ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Looking for motivated individuals who want more out of their income and career. This is a remote ... Build long-term relationships and client portfolios What Is Provided * Pre-qualified inbound leads ...
Specialist Manager, Government Client Contracts Management (Fed Health)
Indianapolis, IN · On-site
$91K - $111K/yr
Monitor contract portfolios, pipeline activity, and contract performance to support revenue ... firm-fixed-price level-of-effort, time-and-materials, and firm-fixed-price contract types
Specialist Manager, Government Client Contracts Management (Fed Health)
Indianapolis, IN · On-site
$91K - $111K/yr
Monitor contract portfolios, pipeline activity, and contract performance to support revenue ... firm-fixed-price level-of-effort, time-and-materials, and firm-fixed-price contract types
Regional Manager
$74K - $100K/yr
... Low-Income Housing Tax Credit), and multifamily property management to oversee a portfolio of apartment communities throughout Kentucky, Indiana, and Ohio. This is an excellent opportunity for a ...
Quick apply
Regional Manager
$74K - $100K/yr
... Low-Income Housing Tax Credit), and multifamily property management to oversee a portfolio of apartment communities throughout Kentucky, Indiana, and Ohio. This is an excellent opportunity for a ...
Regional Manager
Indianapolis, IN · On-site
$74K - $100K/yr
... Low-Income Housing Tax Credit), and multifamily property management to oversee a portfolio of apartment communities throughout Kentucky, Indiana, and Ohio. This is an excellent opportunity for a ...
Regional Manager
Indianapolis, IN · On-site
$74K - $100K/yr
... Low-Income Housing Tax Credit), and multifamily property management to oversee a portfolio of apartment communities throughout Kentucky, Indiana, and Ohio. This is an excellent opportunity for a ...
Portfolio Management: * Monitor portfolio trends including P&L, Balances, Fee income, productions, attrition. Report out to partners, make recommendations for enhancements/corrective action when ...
Portfolio Management: * Monitor portfolio trends including P&L, Balances, Fee income, productions, attrition. Report out to partners, make recommendations for enhancements/corrective action when ...
Portfolio Management: Monitor portfolio trends including P&L, Balances, Fee income, productions, attrition. Report out to partners, make recommendations for enhancements/corrective action when ...
Portfolio Management: Monitor portfolio trends including P&L, Balances, Fee income, productions, attrition. Report out to partners, make recommendations for enhancements/corrective action when ...
NAC Service Specialist II
Indianapolis, IN · On-site +1
Will assist with client directed orders for equities, fixed income and other approved market ... Ensures adherence to all firm and industry regulations, policies, procedures, and record management ...
NAC Service Specialist II
Indianapolis, IN · On-site +1
Will assist with client directed orders for equities, fixed income and other approved market ... Ensures adherence to all firm and industry regulations, policies, procedures, and record management ...
Fixed Income Portfolio Manager information
See Indiana salary details
$35.2K - $48.2K
9% of jobs
$48.2K - $61.2K
15% of jobs
$62.6K is the 25th percentile. Wages below this are outliers.
$61.2K - $74.3K
15% of jobs
The median wage is $84.5K / yr.
$74.3K - $87.3K
15% of jobs
$87.3K - $100.3K
10% of jobs
$100.3K - $113.3K
9% of jobs
$117.9K is the 75th percentile. Wages above this are outliers.
$113.3K - $126.3K
11% of jobs
$126.3K - $139.4K
10% of jobs
$139.4K - $152.4K
5% of jobs
$152.4K - $165.4K
2% of jobs
$165.4K - $178.4K
1% of jobs
$35.2K
$95.6K
$178.4K
How much do fixed income portfolio manager jobs pay per year?
How much money do portfolio managers make?
What are the key skills and qualifications needed to thrive as a Fixed Income Portfolio Manager, and why are they important?
What is the difference between Fixed Income Portfolio Manager vs Bond Analyst?
| Aspect | Fixed Income Portfolio Manager | Bond Analyst |
|---|---|---|
| Primary Role | Oversees and manages fixed income investment portfolios to meet client objectives | Researches, analyzes, and evaluates individual bonds and fixed income securities |
| Required Credentials | Typically CFA, Series 7/63, and relevant finance certifications | Often CFA, Series 7/63, and strong analytical background |
| Work Environment | Asset management firms, investment banks, or institutional investors | Research firms, investment banks, or asset management companies |
| Focus | Portfolio performance, risk management, and client objectives | Security analysis, credit ratings, and bond valuation |
While both roles require strong analytical skills and relevant certifications, the Fixed Income Portfolio Manager focuses on managing entire portfolios and client strategies, whereas the Bond Analyst specializes in analyzing individual bonds to inform investment decisions.
How much does a fixed income portfolio analyst make at Capital Group?
How does a Fixed Income Portfolio Manager typically collaborate with research analysts and traders to optimize portfolio performance?
What does a fixed income portfolio manager do?
What is the highest salary for a portfolio manager?

Full-time
Posted 29 days ago
Job description
About the Role:
As aClient Assistantat Baird,you'llplay a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.You'llbe at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out thisvideoto learn more about the day in the life ofour Client Assistants and Client Specialists!
The ImpactYou'llMake:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, andestablishingan ongoing communication/client service plan.
Gain knowledge of andleveragepartnershipwith Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles asappropriate.
May schedule client appointments and/or conferenceroom forappointments.
Understand and ensure business adherence with firm and financial industry regulatory policies.
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well asleveragethe platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client eventsatthe direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
May manage FA and Team's social media presence (website,LinkedIn,X, etc.).
Initiates and completes all transactionsrequiredto fully service clientaccounts i.e., paperwork, correspondence, client requestfulfillmentand special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and specialprojectsas necessary.
Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business.Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
WhatYou'llBring to Baird:
2+ years of relevant work experience.
Focus on excellent client service.
Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within18 monthsof hire. Training and resources to be provided and paid for by Baird.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information
Detail oriented with an emphasis on accuracy.
Organized with consistent ability to prioritize workflow of team to achieve specific goalsin a timely manner.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred; notrequired
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.