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Wealth Management Director Jobs in Indiana (NOW HIRING)

Oxford Financial GRP

Managing Director - CIO

Carmel, IN · On-site

Participates in Practice Management meetings and training programs * Works closely with the Chief ... Must have a strong working knowledge of investment consulting and high net worth wealth planning ...

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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 8, 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, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $111,790 per year, or $53.7 per hour.

Marketing Operations Manager

CX Institutional LLC

Auburn, IN • On-site

Full-time

Re-posted 23 days ago

Job description

Purpose:

The Marketing Operations Manager implements Credent's marketing plan across Wealth Management and Advisor Solutions businesses. This role supports the firm's growth objectives through the execution of effective brand communication and targeted marketing initiatives. The Marketing Operations Manager is an execution-focused position requiring strong judgment, accountability, and the ability to independently identify and drive action items. This role is highly process-driven and is proactive in identifying opportunities to improve workflows and enhance output quality.

Job Responsibilities:

  • Execute quarterly strategic objectives set by Marketing Strategy Committee
  • Maintain brand consistency across Wealth Management and Advisor Solutions businesses
  • Execute client and advisor-focused marketing programs including collateral, events, and digital campaigns
  • Implement marketing action plans with measurable objectives and performance metrics
  • Streamline workflows to enhance productivity and efficiency across the team
  • Provide recommendations and insights based on internal observations and feedback
  • Manage content calendar and editorial strategy implementation
  • Oversee website enhancements that optimize conversion pathways
  • Support M&A communications and advisor transitions with appropriate messaging
  • Implement conference and micro-event programs and advisor marketing resources
  • Manage Credent's social media presence across LinkedIn, Facebook, and YouTube
  • Coordinate production and distribution of client-facing and advisor-facing video content
  • Maintain alignment between marketing initiatives and Credent's client experience
  • Monitor key performance indicators and provide routine reporting on key metrics
  • Maintain compliance across all marketing programs
  • Direct supervision of marketing specialists
  • Manage relationships with agencies and vendors
  • Guide advisors on marketing best practices and available resources
  • Oversee project timelines, budgets, and deliverables

Knowledge, Skills, and Abilities:

  • Strong project management skills with ability to prioritize competing demands
  • Experience with digital marketing platforms, analytics, and email marketing systems
  • Exceptional written and verbal communication skills
  • Knowledge of compliance requirements in financial services marketing
  • Experience supporting both retail and B2B marketing initiatives
  • Proactive work ethic with excellent organizational abilities
  • Collaborative approach to cross-functional initiatives
  • Attention to detail and consistent follow-through
  • Professional demeanor aligned with Credent's standards
  • Adaptability and commitment to continuous improvement

Education: Bachelor's Degree in Marketing, Communications, or related field or equivalent work experience

Experience: 5+ years Marketing experience in financial services or related field