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Investment Executive Jobs in Indiana (NOW HIRING)

Guide leaders through facility planning and capital investment decisions. * Align facility ... Executive Relationship Management * Build and maintain trusted executive relationships throughout ...

Guide leaders through facility planning and capital investment decisions. * Align facility ... Executive Relationship Management * Build and maintain trusted executive relationships throughout ...

New

Account Executive

Fort Wayne, IN · On-site +1

$90K/yr

Guide leaders through facility planning and capital investment decisions. * Align facility ... Executive Relationship Management * Build and maintain trusted executive relationships throughout ...

Executive Recruiter

Evansville, IN · On-site

$81K - $165K/yr

... and investing in our communities through volunteering and charitable giving. We continually seek ... The Executive Recruiter builds and maintains robust talent pipelines, strengthens Old National ...

Lead investment transition activities during manager or strategy changes, ensuring seamless ... executive benefits including solid knowledge of ERISA and related DOL and IRS regulations ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

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Showing results 1-20

Investment Executive information

See Indiana salary details

$47.1K

$87.8K

$126.6K

How much do investment executive jobs pay per year?

As of Aug 21, 2026, the average yearly pay for investment executive in Indiana is $87,781.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,300.00 and $123,200.00 per year, depending on experience, location, and employer.

What is an investment executive?

Investment Executives are financial professionals who provide advice and manage investment portfolios for clients, which may include individuals, companies, or institutions. Their responsibilities often involve analyzing market trends, recommending investment strategies, and buying or selling assets on behalf of clients. They aim to maximize returns while managing risk according to the client’s financial goals. Investment Executives typically work for banks, investment firms, or wealth management companies and must stay informed about economic developments and financial regulations.

What are the key skills and qualifications needed to thrive as an investment executive?

To thrive as an Investment Executive, you need a strong grasp of financial analysis, portfolio management, and market research, typically supported by a finance or economics degree and relevant industry certifications like the CFA. Familiarity with investment management software, Bloomberg terminals, and financial modeling tools is essential for day-to-day operations. Exceptional communication, relationship-building, and decision-making skills help you stand out by fostering trust with clients and making informed recommendations. These competencies are crucial for achieving positive investment outcomes and maintaining strong client relationships in a competitive financial environment.

What are the typical challenges faced by an investment executive when managing client portfolios?

Investment Executives often face challenges such as navigating volatile market conditions, balancing clients' risk tolerance with their financial goals, and staying updated on regulatory changes. Effective communication is crucial, as clients may have differing expectations or require reassurance during periods of market uncertainty. Additionally, Investment Executives must collaborate closely with research analysts and compliance teams to ensure that portfolio recommendations are both informed and compliant with industry regulations.

What is the difference between Investment Executive vs Financial Advisor?

AspectInvestment ExecutiveFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or Series licenses
Work EnvironmentBanking, investment firms, financial institutionsIndependent practice, financial planning firms, banks
Employer & IndustryFinancial institutions, investment firmsFinancial planning firms, banks, independent

Investment Executives and Financial Advisors both work in the financial industry and often hold similar licenses. However, Investment Executives typically focus on investment products within financial institutions, while Financial Advisors provide comprehensive financial planning and personalized advice. The roles overlap in credentials and work environment, but their primary focus and client engagement differ.

How much does an investment executive make?

An investment executive's salary typically ranges from $70,000 to $150,000 annually, depending on experience, location, and the size of the firm. Bonuses and commissions can significantly increase total compensation, especially for those with strong client portfolios and sales skills.
More about Investment Executive jobs

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

The most popular types of Investment jobs in Indiana are:

What cities in Indiana are hiring for Investment Executive jobs?

Cities in Indiana with the most Investment Executive job openings:

Infographic showing various Investment Executive job openings in Indiana as of August 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $87,781 per year, or $42.2 per hour.

$90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago


Job description

SitelogIQ is a rapidly growing engineering and construction company focused on making buildings better. We provide planning, design, and management solutions for organizations that want efficient and sustainable building environments that are healthier and safer for their occupants.  

The Program Management Account Executive serves as a trusted advisor to PreK-12 school district leadership by helping clients identify facility needs, evaluate long-term facility strategies, build stakeholder alignment, and successfully implement capital improvement programs. Rather than selling individual projects, this position develops long-term partnerships that enable school districts to make informed facility decisions—from initial assessments and master planning through funding strategy, community engagement, design, construction, and ongoing facility stewardship.  

Compensation includes a $90,000 base salary plus an industry-competitive commission structure. 

Program Management Account Executive Responsibilities  

Strategic Client Development 

  • Build long-term partnerships with PreK-12 school districts across the territory. 
  • Identify opportunities for facility planning and capital improvement initiatives. 
  • Develop relationships with district executives, facilities leaders, and Boards of Education. 
  • Position SitelogIQ as a trusted partner from planning through implementation. 
  • Expand client relationships by identifying additional service opportunities. 

Consultative Leadership 

  • Lead strategic discussions to uncover district priorities, facility needs, and long-term goals. 
  • Guide leaders through facility planning and capital investment decisions. 
  • Align facility strategies with educational, operational, and financial objectives. 
  • Serve as a trusted advisor throughout the planning process. 
  • Present recommendations to district leadership and Boards of Education. 

Solution Development 

  • Coordinate multidisciplinary teams to deliver comprehensive facility solutions. 
  • Develop customized roadmaps aligned with district goals and financial capacity. 
  • Advise clients on funding, procurement, and implementation strategies. 
  • Present integrated solutions that provide long-term value. 

Community Engagement & Referendum Leadership 

  • Advise clients on community engagement strategies that support facility planning. 
  • Identify opportunities for stakeholder involvement and referendum planning. 
  • Coordinate internal resources to support outreach, communications, and implementation. 
  • Help districts build public trust and support for facility investments. 

Executive Relationship Management 

  • Build and maintain trusted executive relationships throughout multi-year initiatives. 
  • Serve as the primary relationship manager and connect clients with internal experts. 
  • Deliver exceptional client service that drives repeat business and referrals. 

Pipeline & Opportunity Management 

  • Maintain a strong pipeline to achieve sales objectives. 
  • Manage opportunities, forecasting, and account planning through CRM tools. 
  • Execute strategic account management and territory growth planning. 
  • Develop accurate forecasts and collaborate on business development priorities. 

Market Leadership 

  • Serve as a thought leader in educational facility planning and capital strategy. 
  • Stay current on industry trends, funding opportunities, and best practices. 
  • Represent SitelogIQ at industry events and professional associations. 
  • Educate school leaders on facility stewardship and long-term planning. 
  • Promote SitelogIQ's Single Source of Accountability® approach. 

Program Management Account Executive Qualifications  

  • Bachelor's Degree in Business, Education, Architecture, Engineering, Construction Management, Public Administration, or a related field (or equivalent professional experience).  
  • Minimum of five years of consultative business development, client relationship management, or strategic account management experience.  
  • Demonstrated success developing executive-level relationships and managing complex, consultative sales cycles.  
  • Outstanding presentation, communication, facilitation, and proposal development skills.  
  • Strong strategic thinking, business acumen, and consultative selling capabilities.  
  • Ability to influence decision makers and build consensus among multiple stakeholders.  
  • Proficiency with Microsoft Office Suite and CRM software.  
  • Ability to travel up to 50%.  

Preferred Experience in one or more of the following: 

  • PreK-12 education  
  • Educational facility planning  
  • Architecture or engineering consulting  
  • Construction management  
  • Program management  
  • Facility assessments  
  • Educational consulting  
  • Capital improvement planning  
  • Public sector sales 

Physical Requirements (only listed on job roles that require something out of the normal office roles) 

No Agencies, please 

**This position is not eligible for visa sponsorship.** 

Benefits 

We offer a highly competitive salary, and comprehensive benefits, including: 

  • Medical, dental, and vision insurance 
  • Disability and life insurance 
  • 401K 
  • Flexible time off 
  • Paid holidays including a day off in the month of your birthday 
  • Tuition reimbursement 
  • Opportunities to join our affinity groups, Veterans and Allies Leadership Organization or Women Inspiring & Strengthening Everyone 
  • Opportunities to give back to our local communities through organized events or fundraisers 

More About SitelogIQ 

At SitelogIQ, we’re focused on creating a great environment for our team first so that it is more energizing and rewarding to focus on creating great customer experience. That’s what we call a win-win.  

We partner with clients in K-12 school districts, higher ed, local and state government, healthcare, commercial real estate, automotive dealerships, and manufacturing and distribution to optimize energy efficiency, improve indoor air quality, address lighting, and improve customer experience. With offices across the country, it’s rewarding to make a difference in the communities where our teammates live and work. 

SitelogIQ is an Equal Opportunity Employer and participates in E-Verify.    

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