Relationship Manager Jobs in Indiana
Relationship Manager jobs in Indiana are concentrated in banking, commercial lending, wealth management, and insurance, with steady demand across seniority levels from associate to senior portfolio roles. Indianapolis leads hiring by a wide margin, with Fort Wayne and Evansville also generating consistent openings at regional banks and credit unions. Established employers like Regions Bank, Old National Bank, and Salesforce anchor much of the hiring, and the most in-demand specialties are commercial banking, private client services, and small business relationship management. See the openings below and apply to the ones that match your experience.
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Showing 5 of 39+ Relationship Manager jobs
Join Four Quadrants Advisory Companies — The Leading Financial Firm Exclusively Serving Dental Practice Owners
Four Quadrants Advisory Companies is the nation’s most comprehensive niche firm focused solely on serving dental practice owners. We provide expert business and personal advisory, investing, and accounting services tailored specifically to this unique market. We are seeking an experienced, full-time, on-site Lead Financial Planner/Advisor to join our innovative team. This is a purely advisory position to service high-income dentists and specialists nationwide and will focus on relationship and strategy with no pressure to sell. The consultative role emphasizes exceptional client service, financial plan review, strategy implementation, and client relationship management—with no sales responsibilities.
If you want to strengthen client relationships through a service-focused, consultative approach that maximizes client savings, this is the right opportunity for you. Our firm prides itself on an elite, comprehensive concierge approach to client service. Are you ready to elevate your career?
What We Offer:
- Competitive starting salary with no commissions or sales quotas
- Relocation assistance available
- Bonus program
- 401(k) retirement plan with 4% company match
- Medical, Dental, Vision, and Disability insurance
- Generous vacation and PTO, plus extra paid time off during holidays
- Flexible work hours and minimal travel requirements
- Tremendous opportunities for career advancement
Ideal Candidate Traits:
- Outstanding client service and relationship-building skills
- Ability to explain complex financial concepts simply and clearly
- Team-oriented self-starter who takes initiative and works independently
- Highly organized with keen attention to detail and strong problem-solving skills
- Effective prioritization and deadline management
- Strong desire to learn and expand knowledge across multiple subjects
- Skilled at crafting professional emails and communications
- Familiarity with financial data interpretation (Profit & Loss statements, Balance Sheets, tax documents) preferred
- Interest in business advisory services
- Proficient in Excel and Word
Responsibilities:
- Provide concierge-level service to maintain and enhance exceptional client retention
- Learn the dental industry business model from team members to excel in this role
- Meet regularly with clients in-person, by phone, and via email to review financial plans and ongoing projects
- Build and deepen client relationships through consistent communication and support
- Review and design tailored financial, business, and investment plans specific to dental professionals
- Coordinate with external firms on client behalf to implement financial strategies
Requirements:
- Minimum 6 years of experience in financial advisory, with at least 4 years managing client meetings and communications
- Experience working with high-net-worth clients preferred
- Certified Financial Planner (CFP) designation highly preferred
- Undergraduate degree required, preferably in Finance, Economics, Accounting, or Business; MBA a strong plus
- Series 65 or 66 license required or willingness to obtain within first 60 days
- Professional appearance and polished presentation skills essential
- Exceptional oral and written communication abilities
- Strong time management and multitasking skills
- Experience with financial planning software required
- Familiarity with Mac systems preferred
- Dental industry experience a plus
- Authorization to undergo background and credit checks
About Four Quadrants Advisory Companies:
Four Quadrants Advisory Companies operates more like a specialized think tank than a traditional financial firm. We have eliminated the drawbacks of conventional models to focus on practical, effective strategies that make us better planners. Serving dental clients in over 38 states, our elite firm acts as financial planner, external CFO, and accounting partner—helping dentists save money and manage their personal and business finances with guaranteed results. We are committed to excellence and are seeking the best professional to join us and drive this legacy forward.
Job Type: Full-time
Pay: $85,000.00 - $135,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Relocation assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Why are you leaving your current position or why are you looking for a new position?
- Please tell us what softwares you have worked with in the past for planning and investment management.
- Cultural fit is very important to our firm - tell us a little about you the person away from work.
- We do not like to waste time if numbers don't align for both sides. What is your current income (as well as how it is split between base/bonus/commissions)? What is your target income for this role with no sales responsbilities?
Experience:
- Financial services: 6 years (Required)
Work Location: In person
Join Four Quadrants Advisory Companies — The Leading Financial Firm Exclusively Serving Dental Practice Owners
Four Quadrants Advisory Companies is the nation’s most comprehensive niche firm focused solely on serving dental practice owners. We provide expert business and personal advisory, investing, and accounting services tailored specifically to this unique market. We are seeking an experienced, full-time, on-site Lead Financial Planner/Advisor to join our innovative team. This is a purely advisory position to service high-income dentists and specialists nationwide and will focus on relationship and strategy with no pressure to sell. The consultative role emphasizes exceptional client service, financial plan review, strategy implementation, and client relationship management—with no sales responsibilities.
If you want to strengthen client relationships through a service-focused, consultative approach that maximizes client savings, this is the right opportunity for you. Our firm prides itself on an elite, comprehensive concierge approach to client service. Are you ready to elevate your career?
What We Offer:
- Competitive starting salary with no commissions or sales quotas
- Relocation assistance available
- Bonus program
- 401(k) retirement plan with 4% company match
- Medical, Dental, Vision, and Disability insurance
- Generous vacation and PTO, plus extra paid time off during holidays
- Flexible work hours and minimal travel requirements
- Tremendous opportunities for career advancement
Ideal Candidate Traits:
- Outstanding client service and relationship-building skills
- Ability to explain complex financial concepts simply and clearly
- Team-oriented self-starter who takes initiative and works independently
- Highly organized with keen attention to detail and strong problem-solving skills
- Effective prioritization and deadline management
- Strong desire to learn and expand knowledge across multiple subjects
- Skilled at crafting professional emails and communications
- Familiarity with financial data interpretation (Profit & Loss statements, Balance Sheets, tax documents) preferred
- Interest in business advisory services
- Proficient in Excel and Word
Responsibilities:
- Provide concierge-level service to maintain and enhance exceptional client retention
- Learn the dental industry business model from team members to excel in this role
- Meet regularly with clients in-person, by phone, and via email to review financial plans and ongoing projects
- Build and deepen client relationships through consistent communication and support
- Review and design tailored financial, business, and investment plans specific to dental professionals
- Coordinate with external firms on client behalf to implement financial strategies
Requirements:
- Minimum 6 years of experience in financial advisory, with at least 4 years managing client meetings and communications
- Experience working with high-net-worth clients preferred
- Certified Financial Planner (CFP) designation highly preferred
- Undergraduate degree required, preferably in Finance, Economics, Accounting, or Business; MBA a strong plus
- Series 65 or 66 license required or willingness to obtain within first 60 days
- Professional appearance and polished presentation skills essential
- Exceptional oral and written communication abilities
- Strong time management and multitasking skills
- Experience with financial planning software required
- Familiarity with Mac systems preferred
- Dental industry experience a plus
- Authorization to undergo background and credit checks
About Four Quadrants Advisory Companies:
Four Quadrants Advisory Companies operates more like a specialized think tank than a traditional financial firm. We have eliminated the drawbacks of conventional models to focus on practical, effective strategies that make us better planners. Serving dental clients in over 38 states, our elite firm acts as financial planner, external CFO, and accounting partner—helping dentists save money and manage their personal and business finances with guaranteed results. We are committed to excellence and are seeking the best professional to join us and drive this legacy forward.
Job Type: Full-time
Pay: $85,000.00 - $135,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Relocation assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Why are you leaving your current position or why are you looking for a new position?
- Please tell us what softwares you have worked with in the past for planning and investment management.
- Cultural fit is very important to our firm - tell us a little about you the person away from work.
- We do not like to waste time if numbers don't align for both sides. What is your current income (as well as how it is split between base/bonus/commissions)? What is your target income for this role with no sales responsbilities?
Experience:
- Financial services: 6 years (Required)
Work Location: In person
See All 39 Relationship Manager Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Relationship Manager JobsRelationship Manager Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Relationship Manager Job Market in Indiana
A snapshot from current Indiana openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services10
- Fintech1
- Investment & Asset Management1
What Indiana Employers Look For
The qualifications that appear most often in relationship manager jobs across Indiana.
- Bachelor's degree in finance, business administration, or a related field required
- Two or more years of experience in banking, lending, or client-facing financial services
- Active Series 6 or Series 7 FINRA registration preferred for investment-related relationship manager roles
- Demonstrated ability to manage a book of business and meet portfolio growth targets
- Proficiency with CRM platforms such as Salesforce or nCino to manage client pipelines
- Strong knowledge of commercial loan products, deposit accounts, or wealth management solutions
Relationship Manager Jobs in Indiana: Frequently Asked Questions
How do you become a relationship manager in Indiana?
Most Indiana relationship manager roles require a bachelor's degree in finance, business, or economics along with prior experience in banking or client services. There is no single Indiana state license for the title itself, but roles involving securities products typically require FINRA registration such as a Series 6 or Series 7, which you obtain through a sponsoring employer. Indiana-based banks and credit unions commonly promote internally from teller, loan officer, or personal banker positions.
Which companies hire relationship managers in Indiana?
Indiana relationship manager roles are posted by Keystone Cooperative, JPMorganChase, and Northwest Bank and others right now, based on current listings on Migrate Mate as of November 2026. Indiana's strong community banking sector and the presence of regional and national financial institutions in Indianapolis make it one of the more active markets for this role in the Midwest.
Which Indiana cities have the most relationship manager jobs?
Indianapolis, South Bend, and Carmel have the most relationship manager openings in Indiana. Indianapolis dominates because it is home to major bank headquarters, insurance firms, and corporate financial services operations, while Fort Wayne and Evansville generate openings through regional banks, credit unions, and commercial lending offices that serve their surrounding manufacturing and agricultural economies.
Are there remote relationship manager jobs in Indiana?
Yes, but they're relatively limited, since relationship management is inherently client-facing and most Indiana employers expect in-person contact with commercial or retail clients. About 32% of relationship manager openings tied to Indiana are remote or hybrid as of November 2026, and those tend to cluster in digital banking, portfolio administration, and inside sales support functions rather than traditional client relationship roles.
How can I get hired as a relationship manager in Indiana with little or no experience?
The most realistic entry path is starting as a personal banker, teller, or loan officer assistant at an Indiana community bank or credit union, then moving into a junior relationship manager role once you have client-facing experience. Old National Bank and Horizon Bank both run associate-level development programs in Indiana. A FINRA Series 6 or Series 7 registration, even obtained through a prior employer, gives candidates a measurable edge when applying to investment or wealth-adjacent relationship manager openings.
Where can I find and apply to relationship manager jobs in Indiana?
You can find and apply to relationship manager jobs in Indiana on Migrate Mate, which lists current Indiana openings across banking, commercial lending, wealth management, and insurance. Search the listings for roles that match your experience level and preferred location, then apply directly to the ones that fit.
See All 39 Relationship Manager Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Relationship Manager Jobs