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Wealth Management Client Relationship Manager Jobs in Indiana

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...

Old National Bank

Client PM Portfolio Mgr, Sr

Evansville, IN · On-site

$77K - $153K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Relationship management and development: * Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. * Serves as the ...

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Wealth Management Client Relationship Manager information

See Indiana salary details

$24.5K

$65.4K

$119.3K

How much do wealth management client relationship manager jobs pay per year?

As of Aug 18, 2026, the average yearly pay for wealth management client relationship manager in Indiana is $65,381.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $79,800.00 per year, depending on experience, location, and employer.

What does a wealth management client relationship manager do?

A Wealth Management Client Relationship Manager serves as the primary point of contact between clients and a financial institution's wealth management division. They work closely with clients to understand their financial goals, provide personalized investment advice, and coordinate with specialists to deliver a range of financial services. Their responsibilities also include building long-term relationships, monitoring clients' portfolios, and ensuring a high standard of service to help clients achieve their financial objectives.

What are the key skills and qualifications needed to thrive as a wealth management client relationship manager?

To thrive as a Wealth Management Client Relationship Manager, you need in-depth knowledge of financial products, investment strategies, and a relevant degree—often supported by FINRA Series 7/66 or similar certifications. Familiarity with CRM platforms, portfolio management software, and financial planning tools is typically required. Exceptional interpersonal skills, active listening, and trust-building abilities set top performers apart in client-facing situations. These skills and qualities are essential for providing tailored financial advice, fostering lasting client relationships, and driving business growth.

How does a wealth management client relationship manager typically collaborate with internal teams to serve clients effectively?

As a Wealth Management Client Relationship Manager, you will regularly collaborate with financial advisors, portfolio managers, and product specialists to deliver comprehensive solutions tailored to each client's needs. This role often involves coordinating portfolio reviews, communicating client feedback, and ensuring seamless execution of financial strategies. Effective teamwork and clear communication are crucial, as you act as the main point of contact, facilitating interactions between clients and various internal departments to address inquiries and ensure client satisfaction.

What is the difference between Wealth Management Client Relationship Manager vs Financial Advisor?

AspectWealth Management Client Relationship ManagerFinancial Advisor
CertificationsTypically required to have CFP, Series 7, Series 66Often holds CFP, Series 7, Series 66, or other licenses
Work EnvironmentBanking or wealth management firms, client officesIndependent or firm-based, client meetings, offices
Primary FocusClient service, relationship management, onboardingFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, private banking, wealth management firmsFinancial planning firms, independent advisors, banks

While both roles involve working with clients to manage finances, the Wealth Management Client Relationship Manager primarily focuses on maintaining client relationships and onboarding, whereas the Financial Advisor provides detailed financial planning and investment advice. The roles often overlap but differ in scope and responsibilities.

What are popular job titles related to Wealth Management Client Relationship Manager jobs in Indiana?

For Wealth Management Client Relationship Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Wealth Management Client Relationship Manager jobs in Indiana look for?

The top searched job categories for Wealth Management Client Relationship Manager jobs in Indiana are:

What cities in Indiana are hiring for Wealth Management Client Relationship Manager jobs?

Cities in Indiana with the most Wealth Management Client Relationship Manager job openings:

Wealth Management Client Relationship Manager jobs near you
Infographic showing various Wealth Management Client Relationship Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $65,381 per year, or $31.4 per hour.

Client Relationship Manager II

Fleet Services by Cox Automotive

Indianapolis, IN • On-site

Full-time

Posted 18 days ago

Job description

Cox Fleet keeps your fleet moving.
If you have any questions or to connect with a recruiter while your application is being reviewed, please Text DFS2 to 317-597-8130
Headquartered in Indianapolis, Cox Fleet has grown to become one of the largest fleet maintenance companies in the country.
Cox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. also services customers utilizing its 20+ nationwide service centers; each offering accident repair, painting, refurbishment, and heavy mechanical repair. We are supported by a 24/7 in-house call-center and provide scheduled maintenance services and unscheduled services to fleets anywhere, anytime.
Cox Fleet is currently hiring a Client Relationship Manager II for Telematic Operations, The Client Relationship Manager will be responsible for overseeing and optimizing the performance of connected vehicle services provided to external customers. This role requires a strong analytical mindset, excellent customer relationship skills, and a deep understanding of connected vehicle systems.
  • Take ownership of specific telematic customer accounts with the primary focus being on connected vehicle solutions.
  • Develop customer trust and relationships with key decision makers to develop growth opportunities and support customer retention.
  • Work to understand the needs and priorities of the customer and identify potential areas of improvement.
  • Manage customer inquiries and disputes.
  • Work with all Cox departments to explore customer relationship growth and resolve customer issues.
  • Communicate with customers throughout the process of dispute resolution and negotiations.
  • Perform daily reviews of customer reports as well as events flagged for quality control issues.
  • Identify current issues and potential issues and address appropriate members of the operations and sales teams to ensure corrective actions are made in support of proper procedures/processes.
  • Prepare and present Business Reviews as well as Project Insight reviews.
  • Take key role in Project Insight reviews participating in meetings to assemble presentations as well as attending customer meetings where applicable.
  • Travel to customer sites as relationship support requires.
  • Participate in customer site visits to Cox and lead operational tours.
  • Proactively engage with customers, providing recommendations backed by supporting data.
  • Continuously monitor and analyze the performance of connected vehicle systems used by external customers to ensure optimal functionality and efficiency.
  • Build and maintain strong relationships with customers, understand their needs and ensuring their satisfaction with connected vehicle services.
  • Analyze connected vehicle data to identify trends, issues, and opportunities for improvement.
  • Prepare and present detailed performance reports to customers and internal stakeholders.
  • Develop and implement strategies to improve the performance and reliability of connected vehicle services.
  • Provide technical support and troubleshooting for customers connected vehicle systems.
  • Educate customers on the use and benefits of connected vehicle systems, providing training as needed.
  • Ensure that all connected vehicle operations comply with relevant security and privacy regulations.
  • Work closely with boundary partners within the organization to provide the best support and/or solution for the customer.
  • Continuously seeking opportunities to innovate and improve connected vehicle services and operations.
  • Other duties and projects, as assigned.

QUALIFICATIONS
Minimum
  • Bachelor's degree in a related discipline and 2 years' experience in a related field. The right candidate could also have a different combination, such as a master's degree and up to 2 years' experience; or 6 years' experience in a related field
  • Excellent skills to work effectively with teams throughout organization

Preferred
  • Degree in related discipline strongly desired

Apply