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Transaction Advisory Jobs in Indiana (NOW HIRING)

Robert Half

Staff Accountant

Indianapolis, IN · On-site

$70K - $80K/yr

... advisory-driven environment. Responsibilities: * Process and classify daily financial transactions accurately, ensuring activity is recorded in the correct accounts and supported by complete ...

Cherry Bekaert

Audit Senior - Boston

Bedford, IN · Hybrid

$72K - $89K/yr

Cherry Bekaert has been around over 75 years providing Elite Accounting and Advisory services for ... Broaden technical knowledge through review of complex client transactions * Financial statement ...

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All JobsTransaction Advisory JobsTransaction Advisory Jobs in Indiana

Transaction Advisory information

See Indiana salary details

$71.4K

$145K

$215.5K

How much do transaction advisory jobs pay per year?

As of Sep 4, 2026, the average yearly pay for transaction advisory in Indiana is $144,957.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,100.00 and $168,400.00 per year, depending on experience, location, and employer.

What is a transaction advisory?

A Transaction Advisory job involves providing strategic financial guidance on mergers, acquisitions, divestitures, and other corporate transactions. Professionals in this role assess financial risks, conduct due diligence, value businesses, and support deal negotiations. They work closely with clients to optimize transaction structures and ensure smooth execution. Typically, they are employed by financial consulting firms, investment banks, or accounting firms.

What are the key skills and qualifications needed to thrive in transaction advisory, and why are they important?

To thrive in Transaction Advisory, you need a strong background in finance, accounting, and business analysis, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling software, Microsoft Excel, and certifications like CPA or CFA are typically required. Exceptional communication, project management, and client relationship skills help professionals stand out in this advisory role. These abilities are crucial for accurately assessing transactions, guiding clients through complex deals, and ensuring effective team collaboration.

What are some common challenges faced by professionals in transaction advisory roles?

Professionals in Transaction Advisory often face challenges such as managing tight deadlines, balancing multiple transactions simultaneously, and adapting to the evolving needs of clients during mergers, acquisitions, or divestitures. The role can involve complex financial analysis, rapidly changing deal structures, and close collaboration with lawyers, accountants, and executives. To succeed, it's important to be comfortable working under pressure, have strong attention to detail, and excel in both independent and team-based environments. Overcoming these challenges not only strengthens analytical and interpersonal skills but also provides excellent career development opportunities within the finance and consulting industries.

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

The most popular types of Transaction Advisory jobs in Indiana are:

What are popular job titles related to Transaction Advisory jobs in Indiana?

For Transaction Advisory jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Transaction Advisory jobs in Indiana look for?

The top searched job categories for Transaction Advisory jobs in Indiana are:

What cities in Indiana are hiring for Transaction Advisory jobs?

Cities in Indiana with the most Transaction Advisory job openings:

Transaction Advisory jobs near you
Infographic showing various Transaction Advisory job openings in Indiana as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $144,957 per year, or $69.7 per hour.

Financial Advisory - Relationship Manager

Kestra Holdings

Fort Wayne, IN • On-site

Full-time

Medical, Retirement

Re-posted 28 days ago

Job description

Lead with Purpose. Partner with Impact. As the Client Relationship Manager, you will report to the Director of Operations and serve as a key leader within the operations team. You will oversee client service delivery, drive operational excellence, and partner closely with Investment Advisors to strengthen client relationships and enhance the overall client experience.
In this role, you will provide strategic direction across account management, financial planning support, and client engagement, while ensuring consistency, accuracy, and compliance across all client activities. You will play a critical role in scaling best practices and contributing to the firm's growth strategy.
What You'll Do:
  • Lead client relationship management efforts, ensuring a high-touch, proactive service model that deepens trust and retention
  • Oversee end-to-end client onboarding, including account setup, asset transfers, and coordination with custodians and internal operations teams
  • Manage complex client service activities, including account maintenance, transactions (wires, transfers, checks), and issue resolution
  • Partner closely with Lead Advisors and Managing Directors to review financial planning assumptions, portfolio strategies, and client recommendations
  • Supervise portfolio implementation activities, including asset allocation, rebalancing, and trade execution in partnership with the Lead Advisors
  • Review and approve client deliverables, including performance reports, financial materials, and presentations
  • Drive CRM and portfolio management system integrity, ensuring all client data, documentation, and compliance records are accurate and up to date
  • Act as a senior point of contact for clients, handling advanced inquiries and providing guidance on account access, reporting, and investment-related questions
  • Participate in client meetings, delivering insights, and strengthening relationships
  • Identify process improvements and efficiencies, partnering with Operations and Leadership to enhance scalability and service delivery
  • Ensure adherence to compliance standards, maintaining audit-ready client files and regulatory documentation

What You Bring:
  • Proven ability to lead client relationships and deliver a high-caliber client experience in a wealth management or financial advisory environment
  • Strong expertise in investment operations, account administration, and client lifecycle management
  • High attention to detail and commitment to compliance, documentation, and operational excellence
  • Advanced organizational skills with the ability to manage competing priorities, ensure accuracy, and drive accountability
  • Deep familiarity with custodians, CRM systems, and portfolio management platforms
  • Strong analytical capabilities with experience supporting or contributing to financial planning and portfolio construction
  • Working knowledge of asset allocation, portfolio management, and investment strategies
  • Exceptional communication and presentation skills, with confidence engaging directly with clients and senior stakeholders
  • A proactive, solutions-oriented mindset with a strong sense of ownership
  • Demonstrated interest in continued professional growth and contributing to the strategic direction of the advisory practice

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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