Vice President & Manager of Investment Administration

OverviewAt Diamond Capital Management (DCM), the wealth management division of The National Bank of Indianapolis, we help individuals and organizations achieve their financial goals with confidence, clarity, and personalized care. We are seeking a Vice President & Manager, Investment Administration to lead our administrative team and ensure that every client experience reflects our Culture of Excellence.What You'll DoLead the administration of DCM investment accounts and IRAs with accuracy and consistencyOversee account opening, maintenance, closing, asset transfers, and annual administrative reviewsManage departmental year-end tax reporting and ensure compliance with deadlinesCultivate strong client relationships through proactive communication and reviewsPartner with Portfolio Managers on client updates, system changes, and liquidity needsParticipate in compliance exams and respond to regulators and auditors as neededCollaborate with Wealth Management teams on policies, procedures, and implementationParticipate in recruiting, training, and ongoing growth of team employeesContribute to business development by joining sales calls and client meetingsServe on Wealth Management committees and participate in special projectsWhat We're Looking ForCollege degree in a related discipline or equivalent combination of education and experience10+ years of investment account administration experienceProven ability to lead, mentor, and manage staff effectivelyStrong interpersonal and communication skillsAttentive to detail, service-oriented, and problem-solvingDemonstrated ability to prioritize department goals and manage multiple responsibilitiesProficiency with trust and banking systems; strong Microsoft Office skills preferredSelf-directed, accountable, and able to work with minimal supervisionYou'll Excel Here If You...Thrive on balancing leadership with hands-on client serviceEnjoy building relationships and being a trusted resource for clients and teammatesTake pride in both accuracy and efficiency, knowing small details make a big differenceValue developing others and creating a high-performing, collaborative team cultureWhy Join UsThe National Bank of Indianapolis is the city's only locally owned national bank. We take pride in serving our community with personal attention and exceptional service. Just as we invest in our clients, we invest in our people. We've built a workplace employees genuinely appreciate. They feel respected, supported, and part of something meaningful. We believe in growth from within, open collaboration, and celebrating each other's successes. If you join NBOFI, your voice will matter, your ideas will be valued, and you'll have the tools to thrive both professionally and personally. #J-18808-Ljbffr

Created: 2025-10-04