BankTalent HQ
Vice President & Manager of Investment Administration
BankTalent HQ, Indianapolis, Indiana, us, 46262
Overview
At 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 Do
Lead the administration of DCM investment accounts and IRAs with accuracy and consistency Oversee account opening, maintenance, closing, asset transfers, and annual administrative reviews Manage departmental year-end tax reporting and ensure compliance with deadlines Cultivate strong client relationships through proactive communication and reviews Partner with Portfolio Managers on client updates, system changes, and liquidity needs Participate in compliance exams and respond to regulators and auditors as needed Collaborate with Wealth Management teams on policies, procedures, and implementation Participate in recruiting, training, and ongoing growth of team employees Contribute to business development by joining sales calls and client meetings Serve on Wealth Management committees and participate in special projects What We're Looking For
College degree in a related discipline or equivalent combination of education and experience 10+ years of investment account administration experience Proven ability to lead, mentor, and manage staff effectively Strong interpersonal and communication skills Attentive to detail, service-oriented, and problem-solving Demonstrated ability to prioritize department goals and manage multiple responsibilities Proficiency with trust and banking systems; strong Microsoft Office skills preferred Self-directed, accountable, and able to work with minimal supervision You'll Excel Here If You...
Thrive on balancing leadership with hands-on client service Enjoy building relationships and being a trusted resource for clients and teammates Take pride in both accuracy and efficiency, knowing small details make a big difference Value developing others and creating a high-performing, collaborative team culture Why Join Us
The 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.
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At 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 Do
Lead the administration of DCM investment accounts and IRAs with accuracy and consistency Oversee account opening, maintenance, closing, asset transfers, and annual administrative reviews Manage departmental year-end tax reporting and ensure compliance with deadlines Cultivate strong client relationships through proactive communication and reviews Partner with Portfolio Managers on client updates, system changes, and liquidity needs Participate in compliance exams and respond to regulators and auditors as needed Collaborate with Wealth Management teams on policies, procedures, and implementation Participate in recruiting, training, and ongoing growth of team employees Contribute to business development by joining sales calls and client meetings Serve on Wealth Management committees and participate in special projects What We're Looking For
College degree in a related discipline or equivalent combination of education and experience 10+ years of investment account administration experience Proven ability to lead, mentor, and manage staff effectively Strong interpersonal and communication skills Attentive to detail, service-oriented, and problem-solving Demonstrated ability to prioritize department goals and manage multiple responsibilities Proficiency with trust and banking systems; strong Microsoft Office skills preferred Self-directed, accountable, and able to work with minimal supervision You'll Excel Here If You...
Thrive on balancing leadership with hands-on client service Enjoy building relationships and being a trusted resource for clients and teammates Take pride in both accuracy and efficiency, knowing small details make a big difference Value developing others and creating a high-performing, collaborative team culture Why Join Us
The 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