We have other current jobs related to this field that you can find below

  • Administrative Assistant

    2 days ago

    Wichita, United States Cordell Wealth Full time $16 - $22

    Job DescriptionJob DescriptionWe are looking for a full-time Admin Assistant to join our team at our Topeka, KS 66615 Office! This position is in person Monday - Thursday 8 am-4:30 pm, Friday 8 am-1:00 pmPurpose:Provide administrative, marketing, and financial planning support for Cordell Wealth Management while adhering to high ethical standards.KEY...

  • Client Relations Specialist, IMA Private Wealth

    6 days ago

    Wichita, Kansas, United States IMA Financial Group Full time

    Position OverviewThe Client Engagement Consultant plays a vital role in nurturing and managing client relationships within IMA Private Wealth. This position involves a range of responsibilities aimed at ensuring client satisfaction and retention.Key ResponsibilitiesMaintain and enhance existing client relationships with guidance by addressing client...

  • Client Relations Specialist, IMA Private Wealth

    6 days ago

    Wichita, Kansas, United States IMA Financial Group Full time

    Position OverviewThe Client Engagement Associate plays a crucial role in fostering and maintaining client relationships within IMA Private Wealth. This position involves a variety of responsibilities aimed at ensuring client satisfaction and retention.Key ResponsibilitiesManage ongoing client relationships with guidance, addressing client requests and...

  • Investment Consultant

    5 days ago

    Wichita, Kansas, United States Advisor Employee Services Full time

    Wealth Management AdvisorAre you eager to advance your professional journey and contribute to a thriving organization? If you possess a strong drive, self-motivation, and a commitment to client satisfaction, we would like to discuss an exciting opportunity with you. Our reputable financial firm is currently seeking a Wealth Management Advisor to enhance our...

  • Investment Consultant

    5 days ago

    Wichita, Kansas, United States Advisor Employee Services Full time

    Wealth Management AdvisorAre you eager to advance your professional journey within a thriving financial organization? If you possess a strong drive, self-motivation, and a commitment to client satisfaction, we would like to discuss an exciting opportunity with you. Our reputable financial firm is currently seeking a Wealth Management Advisor to enhance our...

  • Kitchen Director

    3 months ago

    Wichita, United States Chick-fil-A Full time

    Kitchen Director at Chick-fil-A West WichitaAre you passionate about creating a culture of excellence, development, and service? Do you thrive in a fast-paced and dynamic environment where you can utilize your leadership skills? If so, we have an exciting opportunity for you to join our team as a Kitchen Director at Chick-fil-A West Wichita!The Kitchen...

  • Financial Services Professional

    3 months ago

    Wichita, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Wichita, KS, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Director of Pickleball Operations

    3 months ago

    Wichita, United States Genesis Health Clubs Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceCompetitive salaryDental insuranceEmployee discountsHealth insurancePaid time offTraining & developmentVision insuranceWellness resources **Join Our Team: Director of Pickleball Operations**Are you ready to lead the charge in the fastest-growing sport in America? Join...

  • Director of Mortgage Production

    2 months ago

    Wichita, United States Union State Bank Full time

    Benefits: Disability Insurance Life Insurance ESOP 401(k) Dental insurance Health insurance Paid time off Vision insurance Position Title:       Director of Mortgage Production Reports To:           President/CEO Status:                   Salary; Exempt  Position Summary:  The Director of...

  • Director of Mortgage Production

    2 months ago

    Wichita, United States Union State Bank Full time

    Job DescriptionJob DescriptionBenefits:Disability InsuranceLife InsuranceESOP401(k)Dental insuranceHealth insurancePaid time offVision insurancePosition Title: Director of Mortgage ProductionReports To: President/CEOStatus: Salary; ExemptPosition Summary: The Director of Mortgage Lending will be responsible for overseeing all aspects of mortgage loan...

  • Human Resources Director

    2 months ago

    Wichita, United States Genesis Health Clubs Full time

    Benefits: 401(k) 401(k) matching Dental insurance Health insurance Vision insurance Position: Human Resources Director Reports to: President Employee Type: Full Time This position is responsible for overseeing all aspects of Human Resources activities for multi-state health clubs throughout the US. Core functions will include compliance, investigation,...

  • Insurance Specialist

    5 days ago

    Wichita, United States Heartland Credit Union (Kansas) Full time

    Heartland Wealth Strategies is seeking a dedicated Insurance Specialist to play a pivotal role in providing expert advice, comprehensive coverage, and personalized solutions to our members in the Wichita, KS area. In addition to the many products and services offered by the credit union, Heartland Wealth Strategies is there to assess members' needs,...

  • Insurance Specialist

    4 weeks ago

    Wichita, United States Heartland Credit Union (Kansas) Full time

    Job DescriptionJob DescriptionHeartland Wealth Strategies is seeking a dedicated Insurance Specialist to play a pivotal role in providing expert advice, comprehensive coverage, and personalized solutions to our members in the Wichita, KS area. In addition to the many products and services offered by the credit union, Heartland Wealth Strategies is there to...

  • Insurance Specialist

    1 month ago

    Wichita, United States Heartland Credit Union (Kansas) Full time

    Job DescriptionJob DescriptionHeartland Wealth Strategies is seeking a dedicated Insurance Specialist to play a pivotal role in providing expert advice, comprehensive coverage, and personalized solutions to our members in the Wichita, KS area. In addition to the many products and services offered by the credit union, Heartland Wealth Strategies is there to...

  • Assistant Executive Director

    5 days ago

    Wichita, United States Cedarhurst of Wichita Full time

    Can you be a real, true friend? Is it your nature to be open, listen deeply, know your heart, respond genuinely, and care as only a real friend cares? If so, we want to meet you.Cedarhurst, a regional healthcare provider and true friend of older adults, seeks a service-minded, career-oriented individual to join our team as a full-time Assistant Executive...

  • Assistant Executive Director

    4 days ago

    Wichita, United States Cedarhurst of Wichita Full time

    Can you be a real, true friend? Is it your nature to be open, listen deeply, know your heart, respond genuinely, and care as only a real friend cares? If so, we want to meet you.Cedarhurst, a regional healthcare provider and true friend of older adults, seeks a service-minded, career-oriented individual to join our team as a full-time Assistant Executive...

  • Director of Sales- Personal Lines P&C

    3 months ago

    Wichita, United States Bell & Associates, Inc. Full time

    Sales Director- Personal Lines (P&C)Wichita, KS$100-120k/year plus commission & relocation costsThe Director of P&C Sales will be responsible for leading a sales team responsible for selling auto, home, and other insurance services inside car dealerships. This leader will be responsible for developing and implementing sales strategies, managing sales...

  • Human Resources Director

    2 months ago

    Wichita, United States Genesis Health Clubs Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingDental insuranceHealth insuranceVision insurancePosition: Human Resources DirectorReports to: PresidentEmployee Type: Full TimeThis position is responsible for overseeing all aspects of Human Resources activities for multi-state health clubs throughout the US. Core functions will include compliance,...

  • International Commerce Director

    5 days ago

    Wichita, United States Koch Engineered Solutions Full time

    Your Job We are seeking an experienced International Commerce Director to join our team at The Equipment, Technology, and Services group of Koch Engineered Solutions. In this role, your primary objective will be to be accountable for our international commerce profitability and to originate structures and alternatives to improve business profitability. This...

  • Financial Advisor

    3 weeks ago

    Wichita, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...

Director - Wealth and Retirement Strategy

3 months ago

Wichita, United States INTRUST Bank Full time

As the top-ranking investment strategy role within INTRUST's Wealth & Retirement group and a member of INTRUST's senior management team, this leader is responsible for the management and development of a talented team of client-facing Wealth Strategists who are collectively accountable to oversee the organization's investment philosophy, portfolio construction, tax management, and other tools used to deliver client solutions.

Requires a proven track record of investment strategy success and excellent people management and collaboration skills.Works intentionally with other Wealth & Retirement and INTRUST bank leaders to execute strategic initiatives in a mutually cooperative manner.

  • $6.5B AUM (Wealth, Trust, and Retirement)
  • Client engagement focus, with a full balance sheet perspective and outcome-based planning approach
  • Long-standing commitment to the highest fiduciary principles
  • INTRUST is an organization immensely committed to the success of its clients, employees, and communities.
Job Summary: Oversees the Wealth & Retirement Strategist team and the investment process. Proactively serves as a Strategist for key client relationships, playing a pivotal role in their financial success. Plays a vital part as a member of both the senior leadership team within the business unit and the Senior Management team of the bank. Collaborates closely with Directors of Premier Services and Retirement to foster synergy and drive success. Responsible for ensuring the successful implementation of initiatives and projects to support the department and/or business unit. Establishes work processes for direct reports and ensures a high level 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. Must maintain 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.


•Responsible for senior management oversight of the Wealth and Retirement Strategy team.

•Leads the creation, enhancement and implementation of the investment strategy and philosophy for Wealth and Retirement management.

•Participates in the development of Wealth & Retirement management's business vision and strategies.

•Responsible for select/key client relationship management.

•Maintains knowledge of current industry regulations, trends, and applicable compliance-related requirements.

•Performs compliance-related oversight and participates in investment function of Wealth and Retirement.

•Interacts with all Wealth and Retirement staff, as well as Consumer Banking, Commercial Lending, Bankcard, Treasury Management, etc.

•Maintains relationships with investment managers, vendors, and peer organizations.

•Responsible for the selection, retention, coaching, compensation, performance management and development of direct reports.

Education and Experience: Bachelor's degree required. Minimum of 10 years previous experience in investment and financial services industry. 5+ years supervisory or business leadership experience necessary. Extensive experience in fiduciary investment management required.

Required Skills and Knowledge: Knowledge and understanding of industry regulations and trends necessary. Must have excellent written and oral communication skills. Knowledge of federal/state affirmative action and equal employment laws/regulations.

Required Licenses and/or Certifications: Chartered Financial Analyst and/or CIMA designations recommended and preferred.

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. Considerable amount of travel in car to client meetings.

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 applicantfor 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)