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Investment Relationship Manager Jobs in Indiana (NOW HIRING)

McGuire Sponsel

Relationship Manager

Indianapolis, IN · On-site

$70 - $110/hr

We invest in authentic, trusting relationships -- with our clients, our teammates, and ourselves ... Relationship Managers play a critical role in developing new referral sources, expanding market ...

Mcguire-Sponsel

Relationship Manager

Indianapolis, IN · On-site

$65 - $95/hr

We invest in authentic, trusting relationships -- with our clients, our teammates, and ourselves ... Relationship Managers play a critical role in developing new referral sources, expanding market ...

McGuire Sponsel

Relationship Manager

Indianapolis, IN · On-site

We invest in authentic, trusting relationships -- with our clients, our teammates, and ourselves ... Relationship Managers play a critical role in developing new referral sources, expanding market ...

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All JobsInvestment Relationship JobsInvestment Relationship Manager JobsInvestment Relationship Manager Jobs in Indiana

Investment Relationship Manager information

See Indiana salary details

$26.6K

$76.8K

$133.7K

How much do investment relationship manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for investment 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 does an Investment Relationship Manager do?

An Investment Relationship Manager is responsible for managing and nurturing relationships with clients who invest in financial products and services. They provide personalized investment advice, help clients develop strategies to meet their financial goals, and serve as the main point of contact for any investment-related queries. Additionally, they keep clients informed about market trends, recommend suitable investment opportunities, and ensure that portfolios remain aligned with client objectives. Their role combines financial expertise with strong interpersonal skills to build long-term client trust.

What are the key skills and qualifications needed to thrive as an Investment Relationship Manager?

To thrive as an Investment Relationship Manager, you need a strong background in finance or economics, analytical abilities, and relevant experience, often supported by a bachelor's degree and FINRA or equivalent certifications. Familiarity with portfolio management software, CRM systems, and financial analysis tools is typically required. Exceptional interpersonal skills, client-centered communication, and problem-solving abilities help build lasting client relationships and trust. These competencies are essential for effectively managing client investments, ensuring regulatory compliance, and fostering business growth.

How does an Investment Relationship Manager typically collaborate with other departments within a financial institution?

Investment Relationship Managers work closely with teams such as portfolio management, compliance, research analysts, and client support to deliver comprehensive financial solutions. Regular collaboration ensures that client investment strategies are tailored, compliant, and aligned with current market trends. By maintaining strong interdepartmental communication, Relationship Managers can address client needs more efficiently, resolve issues proactively, and stay updated on new investment products or regulatory changes. This teamwork is essential for providing high-quality service and building long-term client trust.

What is the difference between Investment Relationship Manager vs Financial Advisor?

AspectInvestment Relationship ManagerFinancial Advisor
CredentialsCertifications like CFA, CFP often preferredCFP, ChFC, or similar certifications common
Work EnvironmentBanking or investment firms, client officesIndependent or firm-based, client meetings
Employer & IndustryFinancial institutions, investment firmsFinancial planning firms, banks, independent
Primary FocusManaging client investment portfolios and relationshipsProviding comprehensive financial planning and advice

The main difference is that Investment Relationship Managers focus on managing client investments and maintaining relationships within financial institutions, while Financial Advisors provide broader financial planning services. Both roles require relevant certifications and work in similar environments, but their core responsibilities differ.

Is being an investment relationship manager a stressful job?

Investment relationship managers often face stress due to managing client expectations, meeting sales targets, and handling complex financial information. The role requires strong communication skills, attention to detail, and the ability to work under pressure, especially during market fluctuations or client concerns.

What is an investment relationship manager?

An investment relationship manager is a financial professional who manages client portfolios, provides investment advice, and maintains strong relationships with clients to understand their financial goals. They often work in banks, asset management firms, or financial advisory companies, utilizing tools like CRM software and holding relevant certifications such as the CFA or CFP. Their role involves regular communication, portfolio monitoring, and ensuring client satisfaction with investment strategies.

What are popular job titles related to Investment Relationship Manager jobs in Indiana?

For Investment Relationship Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Investment Relationship Manager jobs in Indiana look for?

The top searched job categories for Investment Relationship Manager jobs in Indiana are:

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

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

Investment Relationship Manager jobs near you

RELATIONSHIP MANAGER

Springs Valley Bank & Trust Company

Jasper, IN

Full-time

Re-posted 2 days ago

Job description

DEPARTMENT: Financial Advisory Group

LOACATION: Jasper, Indiana

CLASSIFICATION: Exempt

REPORTS TO: Financial Advisory Group Manager

SUPERVISES: No supervisory responsibility

JOB SUMMARY: Satisfy client relationships and develop new business


MAJOR DUTIES & RESPONSIBILITIES:

  • Grow and maintain deep client relationships and high satisfaction through personal interactions.
  • Advocate for clients and prospects; deliver recommendations that encompass multiple products and services as needed.
  • Work with internal team to effectively coordinate delivery of an exceptional client experience.
  • Development of new business relationships and management of an existing book of business.
  • Build relationships with internal and external sales referral partners. Develop and leverage a personal network in the local community.

EDUCATION & EXPERIENCE:

  • Bachelor's degree in finance or related field.
  • Two to five years of experience in sales preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Knowledge of investment securities.
  • Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.

EOE, including disability/vets

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