ZipRecruiter

Log In

1

Wealth Management Director Jobs in Indiana (NOW HIRING)

PNC Bank

Wealth Advisor - PNC Wealth Management

Carmel, IN · On-site

$75K - $125K/yr

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... direct industry experience. Certifications are often desired. In lieu of a degree, a comparable ...

next page

Showing results 1-20

All JobsWealth Management JobsWealth Management Director JobsWealth Management Director Jobs in Indiana

Wealth Management Director information

See Indiana salary details

$31.9K

$111.8K

$186K

How much do wealth management director jobs pay per year?

As of Aug 15, 2026, the average yearly pay for wealth management director in Indiana is $111,790.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $149,400.00 per year, depending on experience, location, and employer.

What are some common challenges a wealth management director faces when leading advisory teams?

Wealth Management Directors often encounter challenges balancing client relationship management with team leadership responsibilities. They must ensure their team consistently delivers personalized, high-quality advice while adapting to evolving regulations and market conditions. Additionally, fostering collaboration among advisors with diverse expertise and maintaining motivation during market downturns are common hurdles. Effective communication, ongoing training, and clear goal-setting are essential strategies for overcoming these challenges and supporting both clients and team members.

What is the difference between Wealth Management Director vs Financial Advisor?

AspectWealth Management DirectorFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior-level, strategic planning, managing teamsClient-facing, personalized financial planning
Employer & Industry UsageBanks, wealth management firms, private banksIndependent, brokerage firms, financial planning firms
Search & Comparison IntentHigh-level management, strategic rolesClient service, financial planning

The Wealth Management Director typically holds senior certifications and oversees strategic client portfolios, managing teams and operations. In contrast, Financial Advisors focus on direct client relationships, providing personalized financial advice. While both roles require similar credentials, the Director's role is more strategic and managerial, often within larger institutions, whereas Financial Advisors are more client-centric and operational.

What are the key skills and qualifications needed to thrive as a wealth management director, and why are they important?

To thrive as a Wealth Management Director, you need deep expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance and certifications such as CFP or CFA. Mastery of portfolio management software, CRM systems, and financial analysis tools is crucial for daily operations. Exceptional interpersonal skills, leadership, and strategic thinking set outstanding professionals apart in this role. These skills ensure effective client relationship management, regulatory adherence, and the successful growth of both client portfolios and the firm.

What are the most commonly searched types of Wealth Management jobs in Indiana?

The most popular types of Wealth Management jobs in Indiana are:

What are popular job titles related to Wealth Management Director jobs in Indiana?

For Wealth Management Director jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Wealth Management Director jobs in Indiana look for?

The top searched job categories for Wealth Management Director jobs in Indiana are:

What cities in Indiana are hiring for Wealth Management Director jobs?

Cities in Indiana with the most Wealth Management Director job openings:

Wealth Management Director jobs near you
Infographic showing various Wealth Management Director job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $111,790 per year, or $53.7 per hour.

VP, Wealth Management

Everwise Credit Union

South Bend, IN

Full-time

Re-posted 26 days ago

Job description

Job Description:

Position Summary:

The Vice President, Wealth Management is a strategic and operational leader responsible for leading and growing Everwise Credit Union's Wealth Management function. The incumbent provides oversight leadership for all investment advisory, brokerage, trust, and financial planning services. The VP drives long term organizational value by accelerating member growth, deepening market penetration, and ensuring best in class financial guidance across all member segments. This role reports to the Chief Banking Officer.

Primary Responsibilities & Duties:

  • Lead Wealth Management strategy aligning functional objectives with Everwise corporate strategy and long-term growth plan.

  • Define the Wealth Management teams multi-year strategic roadmap including new products, digital advisory capabilities, and emerging wealth solutions.

  • Remain current on market trends, competitive positioning, and enterprise growth opportunities in investment, trust, and retirement services.

  • Develop budgets and accountable for Wealth Management revenue optimization, expense management, margin expansion, and long-term financial sustainability.

  • Establish and implement enterprise-level operational frameworks that are efficient, scalable, and provide quality service to our members.

  • Maintain leadership responsibility for regulatory readiness and adherence to regulatory requirements (FINRA, SEC, NCUA).

  • Build and lead strategic partnerships with third-party advisors, broker/dealers, technology platforms, and community organizations.

  • Oversee development of new Wealth Management channels including digital advisory, financial wellness programs, partnerships, and new membership segments.

  • Champion the design and delivery of a holistic, relationship-based financial planning experience that differentiates Everwise in the marketplace.

  • Identify and implement strategies to elevate advisor productivity, deepen member relationships, and expand advisory capabilities.

  • Oversee experience-driven service models that support high net-worth, mass affluent and emerging wealth members.

  • Direct enterprise risk management practices for all investment and advisory activities including supervision and compliance oversight.

  • Monitor economic conditions and provide strategic guidance to optimize performance and mitigate organizational risk.

  • Build highly effective and well-informed advising teams.

  • Drive cross-functional integration with Retail, Digital, Marketing, Finance and Commercial teams.

Knowledge/ Skills:

  • Deep knowledge of financial planning, investment strategies, and regulatory compliance.

  • Exceptional strategic thinking and organizational skills, with the ability to align business strategy with operational execution.

  • Strong business acumen with deep knowledge of investment, fiduciary and advisory practices.

  • Strong leadership, influencing, and team development skills.

  • Excellent verbal and written communication skills, with the ability to clearly articulate complex strategies to diverse audiences.

  • High integrity and commitment to member-centric service.

Minimum Requirements:

  • Bachelor's degree in Finance, Business Administration, or related field (Master's or MBA preferred).

  • 10+ years progressive leadership experience in wealth management, investment advisory, or financial services.

  • 8+ years leadership experience with proven experience leading teams.

  • FINRA Series 7, 24, and 63 (or equivalent) required; CFP designation strongly preferred.

  • Proven track record of driving growth and profitability in a wealth management or investment services environment.

  • Experience working with a broker/dealer preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Apply