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Wealth Management Client Relationship Manager Jobs in Indiana

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Wealth Management Client Relationship Manager information

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$24.5K

$65.4K

$119.3K

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

As of Sep 7, 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.

Financial Advisory - Relationship Manager

Kestra Holdings

Fort Wayne, IN • On-site

Full-time

Medical, Retirement

Re-posted 17 hours 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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