Senior Retirement Advisor

Description At INTRUST Bank, People Come First. Guided by strong character qualities - such as respect, compassion, humility, positivity, and initiative - we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.

Job Summary: Responsible for managing all aspects of a portfolio of institutional accounts inclusive of investment management, ERISA activities, employee education and participant accounting, on both the NestEgg recordkeeping and outside recordkeeping platforms. Will have the technical and interpersonal skills to manage large, complex client relationships within a significant portfolio of client accounts. Effective relationship management will also include client entertainment and ongoing relationship building. Responsible for ensuring the successful implementation of initiatives and projects to support the department and/or business unit. Establishes work processes for team members and ensures a high-level of customer service is delivered and promotes and fosters teamwork across all areas of INTRUST. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Maintains strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Effectively manage others by consistently applying INTRUST’s supervisor and manager expectations: relationship management; feedback; coaching and development; establishing effective work culture expectations; critical thinking; business acumen; and resource management.
• Manage all aspects of a large book of client relationships.
• Conduct and lead meetings while working with clients to accomplish goals for company’s retirement plan and/or investment account.
• Provide oversight to ongoing investment of client monies.
• Manage and execute on day-to-day plan administration activities.
• Assist and participate in ongoing sales efforts.
• Engage clients in outside entertainment as appropriate.

Education and Experience: Bachelor’s degree and 5+ years Retirement Plan/ Management experience required. Direct experience with participant accounting, investments, employee education and retirement plan administration is desired.

Required Skills and Knowledge: Knowledge and understanding of industry regulations and trends necessary. Ability to use good judgment and problem-solving skills required. Must be detail oriented and able to provide a high degree of customer service. Excellent client communication skills, both written and oral are a must.

Required Licenses and/or Certifications: Any industry designations specific to the Retirement Management business would be a plus.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.