Senior Retirement Advisor
Apply NowCompany: INTRUST Bank
Location: Tulsa, OK 74133
Description:
At INTRUST Bank, 10-character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.
Your career is important to you, which makes it important to us. At INTRUST you'll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you'd like to find a place of work where you're appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.
A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.
Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.
Job Summary: Responsible for managing all aspects of a portfolio of institutional accounts inclusive of investment management, ERISA activities, employee education and participant accounting. As a Sr. Relationship Manager 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. Promotes an environment of teamwork within the department and across the bank. 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.
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. Significant time traveling to clients and prospects, typically in a car.
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.
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)
Your career is important to you, which makes it important to us. At INTRUST you'll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you'd like to find a place of work where you're appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.
A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.
- 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 - two weeks upon hire with monthly accruals.
- 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
Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.
Job Summary: Responsible for managing all aspects of a portfolio of institutional accounts inclusive of investment management, ERISA activities, employee education and participant accounting. As a Sr. Relationship Manager 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. Promotes an environment of teamwork within the department and across the bank. 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.
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. Significant time traveling to clients and prospects, typically in a car.
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.
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)