Through Diamond Capital Management, the wealth management division of The National Bank of Indianapolis, we help individuals and institutions build and preserve wealth with customized portfolios, thoughtful strategies, and a culture of excellence. We're seeking an experienced Vice President & Senior Portfolio Manager to join our team.
This role combines technical expertise with client engagement. You manage portfolios, engage with clients and prospects, and market insights deliver measurable outcomes.
What You'll Do
- Manage investment portfolios tailored to client goals and financial plans
- Engage regularly with clients and prospects to cultivate relationships, assess needs, and provide recommendations
- Advise clients on asset allocation and investment strategies
- Attract new business in support of our growth objectives
- Collaborate with planners and portfolio managers to align investments with financial plans
- Contribute to investment strategy through the Investment Review Subcommittee
- Conduct research and analysis across equities, fixed income, mutual funds, and ETFs
- Write market commentaries and support client communications as needed
- Ensure full compliance with laws, regulations, and internal policies
- Represent DCM and the Bank in the community through professional and civic involvement
You May Also
Lead municipal bond or taxable fixed income strategiesDrive equity research and working list managementGuide credit quality reviews and asset allocation processesWhat We're Looking For
Bachelor's degree required; advanced education or designation (CFA, CPA, CFP, CAIA, CMT) preferred10+ years of experience in wealth or portfolio management, or a strong combination of experience and professional designationsDemonstrated expertise in analyzing and recommending investment strategiesProven ability to cultivate client relationships and develop new business opportunitiesExcellent interpersonal and communication skills Ability to organize, prioritize, and manage complex client needs with minimal supervisionStrong technical proficiency in trust and banking systems, with solid Microsoft Office skillsYou'll Excel Here If You
Thrive on connecting investment strategy with real client goalsValue relationships as much as resultsStay curious and current about financial markets and portfolio practicesBalance independence with collaborationSee community involvement as part of professional successWhy 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. Through Diamond Capital Management, we offer customized investment portfolios, financial planning, and wealth management strategies tailored to help clients build and preserve wealth.
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.