INTRUST Bank · 1 month ago
Senior Retirement Advisor
Tulsa, OK
Full-time
Onsite
Senior Level
5+ years expINTRUST Bank is committed to fostering a supportive and innovative workplace where employees can thrive. As a Senior Retirement Advisor, you will manage a diverse portfolio of institutional retirement plan clients, providing expert guidance on investment management and compliance while promoting teamwork and community engagement. This role requires maintaining high standards of confidentiality and delivering exceptional service to meet complex client needs.
Financial Services
Responsibilities
Manage a large and complex book of client relationships, serving as the primary advisor for retirement plan sponsors and participants
Conduct and lead client meetings, guiding organizations through strategic retirement plans and investment decisions
Oversee investment management and plan administration, ensuring accuracy, compliance, and alignment with client objectives
Deliver advanced presentations on plan metrics, design, and investments, making complex topics accessible and actionable
Support and participate in sales efforts, including RFP responses, presentations, and referral generation
Engage in client relationship-building activities, including professional networking and appropriate client entertainment
Representing INTRUST Bank at client and community events, strengthening our presence and fostering meaningful connections
Identify and pursue new business opportunities, contributing to the growth and innovation of retirement solutions
Qualification
Required
Bachelor's degree required
5+ years of Retirement Plan/Retirement Management experience required
Deep understanding of retirement plan regulations, industry trends, and best practices
Strong judgment, problem-solving, and organizational skills
High attention to detail and a passion for delivering outstanding client service
Exceptional communication skills, both written and verbal, with the ability to explain complex topics clearly
Ability to work independently and collaborate effectively within a team environment
Preferred
Direct experience with participant accounting, investments, employee education, and retirement plan administration strongly preferred
Prior experience managing complex institutional accounts is highly desirable
Professional designations specific to the retirement industry (e.g., QKA, CPC, CFP, CFA) are a plus
Benefits
Competitive pay
Generous time off
Employees receive three weeks of paid vacation plus 11 paid holidays each year.
Paid time off to volunteer in the community.
Paid employee and family sick leave.
Paid parental leave.
401(k) plan with 6% employer match and 100% immediately vested.
3% non-elective company contribution; non-elective contribution vested after 3 years of service.
Career growth and development resources
Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
Banking benefits
Medical, dental, and vision insurance
Company
INTRUST Bank
INTRUST Bank is the biggest independent bank in the state of Kansas that provides personal and business products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kim Klocek
Chief Financial Officer
Brenda Hinckley
Human Resources Business Partner
Recent News
Wichita Business Journal
2025-03-15
Wichita Business Journal
2025-03-06
The Journal Record
2024-12-03
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