VP & Senior Trust Advisor for High-Net-Worth Clients
National Bank of Indianapolis
The National Bank of Indianapolis Corp. is seeking a Vice President & Trust Officer to manage high-net-worth client relationships and oversee complex trust and fiduciary accounts. Equipped with a Bachelor's degree and 5+ years of relevant experience, you'll serve as a trusted advisor ensuring compliance and operational excellence. The role demands strong relationship management skills and the ability to manage complex assets. Join a locally owned bank known for its personalized service and high-touch client management. #J-18808-Ljbffr
$96k - $181k
...Fiduciary Strategist in Indianapolis to provide advisory services to high-net-worth clients. The role includes analyzing legal documents, leading fiduciary advice delivery, and collaborating with external advisors. Candidates should have a minimum of 10 years of experience in...SeniorHigh net worth- A large investment advisory firm based in Indianapolis is seeking a Wealth Advisor to build and manage client relationships, primarily focused on high net worth individuals. Responsibilities include financial planning, client communication, and representing the firm professionally...SeniorHigh net worth
- ...Full-Time | Evans May Advisor y Build Relationships,... ...become an extension of the client’s team and a resource... ...Position Summary The Senior Advisor role is ideal... ...firm is built around trust, flexibility,... ...with business owners and high-net-worth individuals preferred...SeniorHigh net worthFull timeWork at office
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...planning and advising of high net worth individuals and families,... ...you to develop into a trusted advisor role to client. You will work... ...the confidence to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$100k
...Senior Wealth Advisor We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. This role is ideal for a seasoned advisor with a strong client-first ethos and a long-term commitment...SeniorHigh net worth- ...& Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking... ...and adaptive investment strategies rooted in each client's values and vision for the future....SeniorHigh net worthFlexible hours
- A financial advisory firm in Carmel, IN is seeking an experienced Financial Advisor to manage and grow high-net-worth client relationships. The ideal candidate has over 5 years of experience, a CFP® designation, and a collaborative approach to client management. This role...SeniorHigh net worth
- Forvis Mazars, LLP seeks a Wealth Management professional to provide personalized financial strategies for high-net-worth clients in Indianapolis. You will collaborate with a dedicated team to implement and monitor comprehensive wealth management strategies. The ideal...SeniorHigh net worth
- ...advice to ultra- and high-net-worth individuals and families... ...$212 billion in client assets as of April 30,... ...6. Position A Private Advisor team within our Rockefeller... ...its growing team as a Senior Client Associate. The... ...Financial LLC, Rockefeller Trust Company, N.A., The...SeniorHigh net worthWork at officeLocal area
- Rockefeller Capital Management is seeking a motivated individual for the role of Senior Client Associate within their Private Advisor team. This position involves working directly with high-net-worth clients, ensuring thorough account management, and providing excellent...SeniorHigh net worth
- ...and relationshipdriven Wealth Advisor to deliver comprehensive... ...deep personal engagement to help clients preserve, grow, and transfer wealth... .... Success Traits High emotional intelligence and... ...Our Core Values: Trust: We earn and uphold confidence...SeniorHigh net worth
- ...leading financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis, Indiana. This role involves acquiring new personal trust, estate, IRA, and investment management client relationships while providing advisory services to existing clients...Senior
- ...Vice President & Trust Officer Are you a relationship-driven trust professional... ...for delivering exceptional service to high-net-worth clients? The National Bank of Indianapolis is... ...role, you will serve as a trusted advisor overseeing complex account administration...High net worthLocal area
- ...Corient Private Wealth LLC. is seeking a Senior Wealth Analyst in Indianapolis, IN. This full-time position focuses on assisting high-net-worth clients with financial planning, investment strategies, and estate analysis. The ideal candidate will have a Bachelor's degree...SeniorHigh net worthFull time
- ...Senior Vice President, Client Services About the Company A leading global medical communications agency expanding its US leadership team... ...operational excellence. Key responsibilities include serving as a trusted advisor to senior-level clients, contributing to business growth...Senior
- ...institution is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. The role involves developing... ...client conversations, and collaborating with wealth advisors. Candidates should have a Bachelor's degree,...SeniorHigh net worthWork at officeFlexible hours
- ...National Bank of Indianapolis Corp. is looking for an experienced Vice President & Senior Portfolio Manager to manage investment portfolios and engage with clients. This critical role requires over 10 years of experience in wealth or portfolio management, with a strong...Senior
- ...Vice President & Senior Portfolio Manager - Diamond Capital Management Through Diamond... ...role combines technical expertise with client engagement. You manage portfolios, engage... ...supervision ~ Strong technical proficiency in trust and banking systems, with solid Microsoft...SeniorWork at officeLocal area
$91.7k - $163.7k
...UnitedHealthcare is seeking a Senior Account Manager for Client Services, UMR Trust, based remotely in Indiana or Kentucky. This role will oversee the strategic management of multiemployer labor union benefit funds, serving as the main contact for clients, trustees, and...SeniorRemote work- ...Associate Vice President and Wealth Advisor About the Company... ...careers within a sophisticated, client-first advisory platform. The... ...candidates will work alongside senior advisors and subject matter... ...comprehensive financial advice to high-net-worth and ultra-high-net-worth...High net worth
- ...organization in Indianapolis seeks a seasoned banking professional to coordinate activities and deliver comprehensive services to high net-worth individuals. The role demands over 10 years of lending experience, particularly in business lending, alongside strong...SeniorHigh net worth
- Evans May Advisory is seeking a Senior Advisor in Carmel, Indiana to play a meaningful leadership role. You’ll manage client portfolios, provide tax and advisory support, and enhance client relationships. Ideal candidates have an active CPA license and 5-10 years of public...SeniorWork at office
- Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions.... ...investment strategies rooted in each client's values and vision for the... ...Estate & Legacy Planning Trust Administration Survivor Assistance...High net worth
- ...Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance,... ...Client Tax Director serves as a trusted advisor and member of various client... ...charitable entities managed by ultra-high net worth clients. The Private Client Tax...High net worthWork at officeFlexible hoursNight shift
- ...Valeo Financial Advisors is one of the largest RIA firms... ...advice to our clients with one simple transparent... ...needed with an estate/trust attorney, gather and assist... ...Valeo client. ~ A high degree of competence... ...and decisions to high-net-worth clients. ~ Demonstrate...High net worthTemporary workWork at office
$77.9k - $199k
1834 Wealth Advisor III Job Locations US-IL-Chicago... ...Category/Function Trust/Wealth Management Position... ...Bank has been serving clients and communities since 1... ...We continually seek highly motivated and talented... ...currently seeking a High Net Worth Wealth Advisor. This...High net worthFull time$103.1k - $188.9k
...side with a range of clients from our most venerable... ...financial institutions are trusted and flourish, and the... ...unique needs of the high-net worth tax industry. The team... ...make you a trusted advisor and role model for your... ...relationship matters to senior management and subject...High net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...Other Pursue Growth Own Your Future The Senior Client Manager provides efficient, professional... ...to the team by: Working with the Risk Advisor, service team, and other internal departments... ...needs on business processes Creating high-quality submissions for underwriters,...SeniorFull timeWork at officeRemote workAfternoon shift
- ...About the Role The Company is in search of a mid-level, highly autonomous Business Development and Investor Relations professional... ...identifying, approaching, and onboarding new investors, primarily high-net-worth individuals, and leading or supporting fundraising processes....High net worthWork at office
$55k - $151.47k
...providing advice and guidance to clients on tax planning, compliance,... ...and compliance services to high-net-worth individuals and privately-... ...and year-end planning. As a Senior Associate you analyze complex... ...thoughtfully to establish a secure and trusted workplace for all....SeniorHigh net worthFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP & Senior Trust Advisor for High-Net-Worth Clients. Be the first to apply!
- vice president of application development Indianapolis, IN
- vice president digital media Indianapolis, IN
- vice president technical operations Indianapolis, IN
- vice president internal communications Indianapolis, IN
- vice president data analytics Indianapolis, IN
- vp internal audit Indianapolis, IN
- vice president corporate communications Indianapolis, IN
- vice president of product strategy Indianapolis, IN
- vice president of retail Indianapolis, IN
- vice president shared services Indianapolis, IN

