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Private Client Associate Jobs in Indiana (NOW HIRING)

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Private Client Associate information

See Indiana salary details

$27.2K

$48.8K

$89.1K

How much do private client associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for private client associate in Indiana is $48,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,747.00 and $61,870.00 per year, depending on experience, location, and employer.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What are popular job titles related to Private Client Associate jobs in Indiana?

For Private Client Associate jobs in Indiana, the most frequently searched job titles are:

What cities in Indiana are hiring for Private Client Associate jobs?

Cities in Indiana with the most Private Client Associate job openings:

Infographic showing various Private Client Associate 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 62% Physical, 4% Hybrid, and 34% Remote job distribution, with an average salary of $48,831 per year, or $23.5 per hour.

Associate Client Solutions Director - Automation

Evansville, IN

World Wide Technology
IT Services • 5 - 10K employees

$67.31 - $84.13/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


World Wide Technology rating

7.9

Company rating: 7.9 out of 10

Based on 73 frontline employees who took The Breakroom Quiz


Job description

Why WWT?**

World Wide Technology (WWT) strives to make a new world happen. WWT's work benefits clients and partners as much as it does its people and community across the globe.

Founded in 1990, WWT brings together strategy, deep technical expertise and world-class partnerships to help public and private sector organizations design, build and scale intelligent AI, digital, cybersecurity, cloud and infrastructure solutions. Through its Advanced Technology Center (ATC)—a collaborative ecosystem featuring state-of-the-art hardware and software—WWT enables clients and partners to conceptualize, test and validate innovative technology and then deploy solutions at scale using its global integration and distributions capabilities.

With more than 14,000 team members and over 60 locations globally, WWT's culture—grounded in core values and leadership philosophies—has been recognized by Fortune® and Great Place to Work for its commitment to innovation, trust and creating a great place to work for all. WWT provides products and services to large enterprise, global service provider and public sector clients in up to 130 countries across six continents. Softchoice, a World Wide Technology company, supports commercial and SMB markets in the U.S. and Canada.

Want to work with highly motivated individuals on high-performance teams? Join WWT today!

What is the Solutions Consulting & Engineering (SC&E) Team and why join?

Solutions Consulting & Engineering is an organization that is Customer Focused and Solutions Led. We deliver end-to-end and emerging solutions to drive customer satisfaction, increase profitability and growth. Our success is enabled by our world-class management consulting, delivery excellence and engineering brilliance. Our goal is to bring together business acumen with full-stack technical know-how to develop innovative solutions for our clients' most complex challenges.

Position Overview

World Wide Technology's Automation Practice is seeking an Associate Client Solutions Director to own delivery assurance for client automation engagements. This is a leadership role focused on managing customer expectations, the flow of work between customers and delivery teams, team health, and the consistent delivery of value on automation initiatives. The Associate Client Solutions Director is the primary point of contact for the customer throughout the delivery lifecycle and partners closely with engineers, technologists, project managers, engagement managers, business analysts, and internal automation development teams to bring new and existing automation capabilities to life for our clients.

Key Responsibilities

  • Project Delivery – Successful delivery of automation engagements is the number one priority. Establish and track delivery milestones, and ensure delivery progress is forecasted and communicated to the customer, team, and stakeholders. Communicate and escalate deviations in scope or timeline as appropriate.
  • Contract Management – Ensure all contract deliverables tied to the automation engagement are met within the timelines specified in the Statement of Work.
  • Customer Liaison – Serve as the primary point of contact for the customer during project execution, collaborating with the account manager and engagement manager as appropriate. Ensure the customer is engaged throughout the delivery lifecycle and that the team follows the guidelines set forth in the Customer Interface.
  • Define/Ensure Project Success – Collaborate with the customer to define success criteria for the automation engagement and clearly communicate those goals to the team. Determine specific metrics to track, review progress regularly, and hold the team accountable for achieving results.
  • Automation Capability Adoption – Coordinate with internal automation development teams, engineers, and technologists to support the incubation and adoption of new automation capabilities within client engagements. Help refine delivery frameworks for new automation offerings to drive scale, consistency, and successful client outcomes.
  • Team Health and Composition – Ensure team health through consistent engagement; proactively engage executive leadership or a coach to address issues. Assess team composition, recommend staffing changes, and work with team members and their Performance Managers to enable individual professional success.
  • Budget Management – Manage project budget, expenses, travel, and financial forecast. Oversee financials through review of weekly reporting and escalate appropriately when targets are at risk.
  • Risk Management – Ensure project risks are identified, tracked, and communicated with the customer regularly; implement mitigation strategies and escalate to leadership as needed. Coordinate dependencies and assess risk across multi-team automation engagements.
  • Team Liaison – Serve as a liaison between the delivery team, executive leadership, account manager, engagement managers, and support teams (HR, Accounting, Infrastructure, Corporate). Remove roadblocks for the team as needed.
  • Project Initiation/Kickoff – In collaboration with the Agile Coach, ensure essential outcomes of project start-up and kickoff are achieved and revisited as needed.
  • Optimize Teams – Help teams organize foroptimal delivery of automation solutions, including clearly defined boundaries for self-organization. Ensure roles and responsibilities are defined and distributed, and hold teams accountable to the Delivery Principles.
  • Business Development – Assist the account manager and engagement manager in identifying new automation opportunities, scope changes, and amended statements of work; help create reusable, customer-facing collateral.

__________________________________________

Qualifications

Education

  • Bachelor's (4-year) degree in a relevant field (business, engineering, MIS, or similar)
  • Master's degree or MBA desirable, but not required

Certifications

  • PMP, Certified ScrumMaster, or equivalent Agile/delivery certification preferred; none strictly required

Work Experience

  • 7-10+ years leading project or program delivery, ideally including exposure to automationor related technology engagements

Specialized Knowledge, Skills, and Abilities

  • Proven track record of successful delivery on complex client programs; experience piloting new automation capabilities is a plus
  • Familiarity with the Software Development Lifecycle and an understanding of automation tooling, integrations, and supporting applications
  • Experience with Agile development practices leading one or more Teams. Prior Scrum Master experience is a plus.
  • Experience with project financials and understanding of P&L
  • Strong analytical, organizational, and creative problem-solving skills
  • Ability to make decisions and progress amid ambiguous or overlapping priorities, such as managing to fixed scope and date scenarios
  • Excellent estimation abilities in scoping delivery work within a complex environment
  • Highly developed written, oral, and interpersonal communication skills, with the ability to present complex concepts to leadership and customers in a compelling, fact-based manner
  • Self-starter with outstanding organizational skills and the ability to track multiple deliverables with minimal direction
  • Curiosity, a can-do attitude, and the ability to learn quickly and thrive in a dynamic environment

When This Role Is Done Well

  • Project milestones for automation engagements are met, or escalated to the customer when at risk
  • Contract deliverables are met within the timelines specified in the SOW
  • Frequent communication exists between the delivery team and the customer, addressing cost, schedule, performance, risk, and process
  • The team takes ownership of processes and focuses on delivering automation value
  • Pain experienced by the team is escalated and addressed rather than suppressed and tolerated
  • Teams are staffed and organized for optimal delivery outcomes; roles and responsibilities are defined and distributed
  • Project kickoff outcomes are realized
  • Teams maintain a regular cadence of stand-up, story definition/writing, work prioritization, metric review, and retrospectives
  • Customer Interface and Delivery Principles assessments do not identifymajor issues or shortfalls

Key Metrics

  • Project health dashboard metrics: budget, delivery, customer satisfaction, quality, staffing
  • Quarterly project team member satisfaction survey
  • Customer satisfaction

Working Conditions

Travel as needed to customer sites, up to 30%.

Want to learn more about Consulting Services? Check us out on our platform:

https://www.wwt.com/consulting-services

Certain states and localities require employers to post a reasonable estimate of salary range. A reasonable estimate of the current base pay range for this position is $140,000 to $175,000 annually. Actual salary will be based on a variety of factors, including shift, location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base pay.

The well-being of WWT employees is essential. When it comes to our benefits package, WWT has one of the best. We offer the following benefits to all full-time employees:

  • Health and Wellbeing: Health (Medical & Prescription), Dental, and Vision Care, Onsite Health Centers (MO & IL), Employee Assistance Program, Wellness program
  • Financial Benefits: Competitive Pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Flexible Spending Accounts, Tuition Reimbursement
  • Paid Time Off: PTO & Holidays, Parental Leave, Medical Leave, Military Leave, Bereavement, Day of Caring
  • Additional Perks: Family Planning Benefits, Nursing Mothers Benefits, Voluntary Legal, Voluntary Supplemental Accident/Illness/Hospital, Voluntary ID Theft, Pet Insurance, Employee Discount Program

Note: This is not an all-encompassing list and should not be used as a complete description of the plan’s benefits. For more information, see our US benefits website at wwt.com/us-benefits.

We strive to create an environment where all employees are empowered to succeed based on their skills, performance, and dedication. Our goal is to cultivate a culture of belonging that encourages innovation, collaboration, and respect for all team members, ensuring that WWT remains a great place to work for all!

If you require accessibility accommodation(s) or adjustment during any stage of the hiring process, please let your WWT Recruiter know. The recruiter will work with you to understand your needs and help ensure an accessible experience throughout the interview process.

World Wide Technology is an Equal Opportunity Employer.

If you have any questions or concerns about this posting, please emailtaposting@wwt.com.

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