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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 Sep 4, 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 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 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 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, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $111,790 per year, or $53.7 per hour.

Financial Advisory - Relationship Manager

Bluespring Wealth Partners, LLC

Fort Wayne, IN • On-site

$70 - $90/hr

Other

Medical, Retirement

Posted 3 days ago

New

Job description

Financial Advisory – Relationship Manager

7635 W Jefferson Blvd, Fort Wayne, IN 46804, USA

Job Description

Posted Tuesday, June 9, 2026 at 8:00 AM

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 the current role unless approved by EVP.

Benefits to Support You
  • Competitive pay and benefits
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Opportunities for training, development, and long-term growth within the firm
Disclosure
  • 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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