Vice President & Estate Manager (Opens in a new Window)

National Bank of Indianapolis Corp.; Indianapolis (IN); On-site; USD 120,000 - 190,000; Full time

Job summary

National Bank of Indianapolis Corp. seeks a Vice President & Estate Manager to lead the Estates team through complex estate administrations with sound judgment and precision. You will protect client interests, support beneficiaries and advisors, and uphold the Bank’s reputation for fiduciary excellence.

This role requires ownership, discipline, and the ability to manage detailed fiduciary matters in a highly regulated environment, including client and business development activities.

Qualifications

• Experience leading fiduciary or wealth teams.
• Proven ability to manage complex estates with discretion.
• Strong communication with beneficiaries, counsel, and advisors.

Responsibilities

• Administer probate and non-probate estates where the Bank serves as trustee or PR.
• Oversee settlement activities, inventories, and accountings; assist with distributions.
• Research legal/tax issues; coordinate with tax advisors, counsel, and stakeholders.
• Prepare and review estate-related documents and fiduciary records.
• Monitor assets, valuations, taxes, insurance, and real estate or business interests.
• Maintain regular client and internal communication to ensure service quality.
• Build relationships with prospective clients to support business development.
• Lead and coach Personal Estates staff; manage department budget.
• Participate in special projects and cross-functional initiatives.

Skills

Leadership

Confidentiality

Estate administration

Client relations

People management

Business development

Job description

When families face the complexities of settling an estate, they need more than expertise—they need a trusted guide. As Vice President & Estate Manager, you will lead our Estates team through sophisticated estate administrations, bringing sound judgment, and precision to every decision. Your leadership will protect client interests, support beneficiaries and advisors, and reinforce the Bank’s reputation for exceptional fiduciary service.

This role is well suited for someone who brings sound judgment, strong ownership, and a disciplined approach to managing detailed fiduciary matters in a highly regulated environment.

How You’ll Contribute

• Administer probate and non-probate estates, including complex accounts where the Bank serves as trustee, personal representative, or agent for the fiduciary
• Oversee estate settlement activities such as collecting assets, preparing inventories and accountings, coordinating payment of bills and administration expenses, and supporting final distributions
• Research legal and tax issues and coordinate with tax advisors, legal counsel, agencies, portfolio managers, and other stakeholders as needed
• Prepare and review estate-related documentation, including settlement materials, fiduciary records, and other required legal documents
• Monitor estate assets and related obligations, including valuations, taxes, insurance, utilities, and sale coordination for real estate or business interests
• Maintain regular communication with beneficiaries, attorneys, and internal colleagues to support efficient administration and a high standard of service
• Build and maintain relationships with prospective clients and centers of influence to support business development efforts
• Lead and manage Personal Estates department staff through coaching, direction, and performance oversight
• Develop and manage the department’s annual budget
• Participate in special projects, committees, and cross-functional initiatives related to estate administration, fiduciary matters, and wealth management services

What We’re Looking For

• Leadership capability to guide a team, set expectations, and maintain accountability
• Commitment to professionalism, confidentiality, and ethical client service
• Experience in estate administration, trust services, fiduciary services, or a related field
• Experience handling complex estates, legal documentation, and tax-related coordination preferred
• Leadership or people-management experience preferred
• Ability to participate in client and business development activities, including occasional events outside normal business hours

You’ll Excel If You

• Take ownership of complex matters and make sound decisions within established fiduciary and legal guidelines
• Stay focused while managing multiple active files, deadlines, and moving parts at once
• Prefer structured processes, careful documentation, and work that requires precision and follow-through
• Communicate thoughtfully and professionally with clients, beneficiaries, attorneys, and internal partners
• Build trust through consistency, discretion, and a steady commitment to high-quality service

Why Join Us

The National Bank of Indianapolis is the city’s only locally owned national bank and is known for delivering highly personalized service to individuals, businesses, and nonprofit organizations. We take pride in serving our community with personal attention, confidentiality, and exceptional responsiveness.

Just as we invest in our clients, we invest in our people. We’ve built a workplace employees genuinely appreciate—where you 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.

In Summary
Bring your expertise. Bring your creativity. Bring your best.
We’ll provide the culture, resources, and trust.

Together, we’ll celebrate our successes.

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 ofrace, 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 inE-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.

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.