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Wealth Management Portfolio Manager Jobs in Indiana

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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 Sep 5, 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 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 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 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, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 4% Hybrid, and 15% Remote job distribution, with an average salary of $95,592 per year, or $46 per hour.

VP, Wealth Management

Everwise Credit Union

South Bend, IN • On-site

Full-time

Re-posted 20 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