Investment Officer - Emerging Investor Market

Investment Officer - Emerging Investor Market

Build relationships. Drive growth. Shape financial futures.

Are you energized by client relationships, market strategy, and meaningful portfolio work? We're seeking an Investment Officer who is passionate about helping clients in the Emerging Investor Market grow and protect their wealth. This role blends relationship management, business development, and investment oversight, offering the opportunity to make a visible impact while working with a high degree of autonomy.

If you thrive in a client-facing environment, enjoy translating investment concepts into clear guidance, and want to help expand a growing investment platform, this is your next move.

Why This Role Matters

As an Investment Officer, you'll be trusted to manage and grow client relationships while contributing directly to portfolio performance and business expansion. You'll partner with clients to understand their goals, support investment decision-making, and ensure every interaction reflects exceptional service and professionalism.

What You'll Do

Grow Relationships & the Business

• Support business development within the Emerging Investor Market through proactive outreach and relationship building
• Assist in creating and executing marketing, retention, and growth strategies
• Conduct calls with prospective and existing clients to identify needs, opportunities, and service enhancements
• Schedule and coordinate client and prospect meetings
• Represent the investment platform with confidence and credibility

Deliver Investment Expertise

• Prepare and present client and prospect investment presentations and proposals
• Facilitate risk assessments and discuss investment priorities and objectives
• Educate clients on asset allocation strategies and available investment models
• Participate in annual client meetings to evaluate portfolio performance versus financial goals
• Contribute to monitoring investment performance against benchmarks

Support Portfolio & Account Administration

• Assist with client enrollment and onboarding, including account setup, asset transfers, and allocation model registration
• Monitor account performance, client communications, and fee tracking
• Support asset allocation modeling and preparation of customized client reports
• Maintain accurate records and support ongoing account maintenance

Collaborate & Stay Compliant

• Serve on Wealth Management committees as assigned
• Stay current on laws and regulations impacting investment accounts, IRAs, and asset allocation
• Ensure all activities comply with applicable regulatory requirements
• Consistently demonstrate a service-oriented, client-first approach

What You'll Bring

Education & Experience

• College degree in business, economics, or finance preferred (or equivalent experience)
• Working knowledge of securities, mutual funds, and model portfolio management
• Minimum of 3 years of business development experience
• Experience with brokerage and/or investment operations

Skills That Set You Apart

• Proven marketing, product development, and growth-oriented mindset
• Strong client relationship and interpersonal skills
• Excellent written, verbal, and presentation skills, including public speaking
• High attention to detail and accuracy
• Proficiency with Microsoft Word and Excel; financial planning software experience a plus
• Ability to work independently, prioritize effectively, and manage competing demands

Why You'll Love It Here

This role offers a unique opportunity to influence growth, deepen client relationships, and contribute to a dynamic investment platform. You'll enjoy autonomy, collaboration with experienced professionals, and the satisfaction of helping clients move closer to their financial goals.

Invest in your future while helping others build theirs.

Apply today and bring your expertise, curiosity, and relationship-driven approach to a role where your impact truly matters.

The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.

The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.