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Wealth Management Portfolio Manager Jobs in Indiana

Schroders

Portfolio Director

Edinburgh, IN · On-site

$120.08 - $186.79/hr

We are seeking a highly skilled and experienced Portfolio Director to join our team in Edinburgh ... We are the wealth management business of the FTSE-listed global investment manager Schroders. We ...

Northwest

Senior Portfolio Manager

Fishers, IN

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... management skills Licenses and Certifications CFA, CFP, CIMA Northwest is an equal opportunity ...

Northwest

Senior Portfolio Manager

Fishers, IN · On-site

$120 - $180/hr

## Senior Portfolio ManagerApplylocations: Fishers, INtime type: Full timeposted on: Posted ... Ability to analyze financial data Knowledge of economics and markets Client relationship management ...

Northwest Bank

Senior Portfolio Manager

Fishers, IN · On-site

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... management skills Licenses and Certifications CFA, CFP, CIMA Northwest is an equal opportunity ...

Dexter

Product Portfolio Manager

Bristol, IN · On-site

Portfolio Lifecycle Management * Manage products throughout their lifecycle from introduction through retirement. * Lead product enhancements, simplification, and end-of-life decisions. * Balance ...

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Wealth Management Portfolio Manager information

See Indiana salary details

$35.2K

$95.6K

$178.4K

How much do wealth management portfolio manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for wealth management portfolio manager in Indiana is $95,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,300.00 and $123,700.00 per year, depending on experience, location, and employer.

What is a wealth management portfolio manager in wealth management?

A wealth management portfolio manager is a financial professional responsible for creating and managing investment portfolios for high-net-worth clients. They analyze market trends, assess client goals, and select appropriate assets to optimize returns while managing risk, often using tools like financial planning software and holding certifications such as the CFA or CFP. Their role involves ongoing portfolio monitoring and adjustments to meet clients' financial objectives.

How much does a wealth management portfolio manager make?

A wealth management portfolio manager's salary typically ranges from $70,000 to $150,000 annually, with experienced professionals earning higher compensation that may include bonuses and commissions. Salaries vary based on experience, location, firm size, and client portfolio size, and many managers hold certifications such as the CFA or CFP.

What is the difference between Wealth Management Portfolio Manager vs Financial Advisor?

AspectWealth Management Portfolio ManagerFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial firms, private banks, investment firmsIndependent, bank, or firm-based
Primary FocusManaging investment portfolios for high-net-worth clientsProviding financial planning and investment advice
Client InteractionHigh-touch, tailored portfolio managementHolistic financial planning and advice

While both roles involve investment expertise and client interaction, Wealth Management Portfolio Managers primarily focus on managing investment portfolios for high-net-worth clients, whereas Financial Advisors offer broader financial planning services. The roles often overlap, but the Portfolio Manager emphasizes investment strategy and portfolio performance.

What does a wealth management portfolio manager do?

A Wealth Management Portfolio Manager is responsible for overseeing and managing investment portfolios on behalf of clients, such as individuals, families, or institutions. They assess clients' financial goals, risk tolerance, and investment preferences to develop and implement tailored investment strategies. Portfolio managers monitor market trends, adjust asset allocations, and select appropriate securities to optimize returns while managing risk. Their role also involves regular communication with clients to review portfolio performance and adjust strategies as needed.

What are the key skills and qualifications needed to thrive as a wealth management portfolio manager?

To thrive as a Wealth Management Portfolio Manager, you need strong analytical abilities, investment knowledge, and typically a bachelor’s degree in finance or a related field, often coupled with certifications like the CFA. Mastery of portfolio management software, financial modeling tools, and client relationship management (CRM) systems is essential. Excellent communication, interpersonal skills, and sound judgment set top performers apart in this role. These abilities ensure effective investment strategies, client trust, and long-term portfolio growth in a competitive financial market.

How does a wealth management portfolio manager typically collaborate with clients and internal teams to develop personalized investment strategies?

Wealth Management Portfolio Managers work closely with clients to understand their financial goals, risk tolerance, and time horizons, often hosting regular meetings to review portfolio performance and adjust strategies as needed. They also collaborate with internal teams such as financial advisors, analysts, and compliance officers to ensure investment recommendations are well-researched and adhere to regulatory standards. This teamwork ensures that the client's portfolio is both tailored to their needs and aligned with broader market insights, resulting in a comprehensive, client-focused investment plan.

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

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

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

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

What cities in Indiana are hiring for Wealth Management Portfolio Manager jobs?

Cities in Indiana with the most Wealth Management Portfolio Manager job openings:

Wealth Management Portfolio Manager jobs near you
Infographic showing various Wealth Management Portfolio Manager 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 $95,592 per year, or $46 per hour.

Client PM Portfolio Mgr, Sr

Old National Bank

Evansville, IN • On-site

$77K - $153K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 24 days ago

Old National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Portfolio Manager that will collaborate with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on accounts that require decision making and implementation. Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
Salary Range
The salary range for this position is $77,900 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Management of investment portfolios:
  • Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences.
  • Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
  • Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
  • Transition non-compliant portfolios to approved strategies.
  • Manage account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations.

Relationship management and development:
  • Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
  • Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.
  • Prepares and presents detailed investment information to clients.
  • Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.
  • Collaborates with internal partners to deliver an exceptional and cohesive client experience.
  • Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
  • Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.
  • Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.
    May provide leadership through interaction and mentoring of other investment associates.
  • Participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.

Develops and maintains current industry knowledge and expertise
  • Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
  • Accountable for personal execution of initiatives, new capability rollouts, and required training.
  • Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
  • Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
  • Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.

Key Competencies for Position
  • Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
  • Influencing Others - Maintain in-depth knowledge of the company's investment strategies and the ability to present and explain the use of appropriate strategies to clients and team members.
  • Communicating with Impact - Special projects and presentations as assigned.

Key Measures of Success/Key Deliverables:
  • Compliance with Old National's investment Strategies and policies.
  • Client retention.
  • Business development and increasing share of client wallet assets.

Qualifications
  • Bachelor's degree - Business, finance, economics or relevant degree.
  • Minimum 5 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
  • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
  • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
  • Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through agreement.
  • Requires specialized depth and/or breadth of expertise in own job discipline or field.
  • Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
  • Communicates difficult concepts and negotiates with others to adopt a different point of view.
  • CFA or other advanced designation such as CPA or CFP
  • Graduate degree such as MBA or JD preferred
  • Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
  • 5+ years of investment decision making and financial consulting experience working with high-net-worth clients.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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