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Wealth Management Client Relationship Manager Jobs in Indiana

Baird

Client Specialist

Evansville, IN · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

Baird Capital

Client Specialist

Evansville, IN · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

Robert W Baird & Co

Client Specialist

Evansville, IN · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

Baird

Client Specialist

Evansville, IN · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

PNC Bank

Wealth Advisor - PNC Wealth Management

South Bend, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Acquires, expands and maintains client relationships through business development and client ...

PNC Bank

Wealth Advisor - PNC Wealth Management

Carmel, IN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Acquires, expands and maintains client relationships through business development and client ...

PNC

Wealth Advisor - PNC Wealth Management

Fort Wayne, IN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Acquires, expands and maintains client relationships through business development and client ...

New

PNC Bank

Wealth Advisor - PNC Wealth Management

Fishers, IN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Acquires, expands and maintains client relationships through business development and client ...

Old National Bank

RPS Relationship Manager II

Evansville, IN · On-site

$77K - $153K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19819 ... We offer a unique opportunity to join a growing, community and client-focused company that is ...

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All JobsWealth Management Client Relationship JobsWealth Management Client Relationship Manager JobsWealth Management Client Relationship Manager Jobs in Indiana

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 Specialist

Baird

Evansville, IN • On-site

Full-time

Re-posted 6 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience.
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.

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