Director-Wealth & Retirement Development

INTRUST Bank•Wichita, KS

About The Position

The Director of Wealth & Retirement Development leads growth across INTRUST Bank’s Wealth Management and Retirement Plan Consulting businesses. The position directly leads Wealth Advisors and Retirement Plan Consultants and is accountable for new business development, active prospecting, team development, client retention, and cross-functional collaboration. The Director champions the firm’s value proposition, drives organic growth through self-sourced opportunities, and develops team members into confident, high-performing business developers. Retention and cross-selling remain core expectations, alongside new client acquisition and proactive business development leadership. The Director ensures successful implementation of departmental and business-unit initiatives, establishes work processes, promotes high-quality customer service and teamwork, and represents INTRUST Bank in the community. The role maintains confidentiality and performs duties in a manner that supports INTRUST’s Character Qualities. It is highly visible and involves representing the business at industry events, professional associations, community and nonprofit activities, client and prospect events, and strategic networking opportunities. The position requires a bachelor’s degree in finance, business administration, or a related field and at least 10 years of experience in Wealth Management, Retirement Plan Consulting, financial services, or related sales leadership. Demonstrated success in business development and team growth is strongly preferred. No licenses or certifications are required. Work takes place under normal office conditions and may involve extended periods viewing a computer, sitting, standing, and walking, as well as occasional lifting up to 25 pounds.

Requirements

  • Bachelor’s degree in finance, business administration, or a related field.
  • Minimum 10 years of experience in Wealth Management, Retirement Plan Consulting, financial services, or related sales leadership roles.
  • Ability to lead, develop, and inspire high-performing advisory teams.
  • Strong personal credibility in business development.
  • Skills in client acquisition and retention.
  • Ability to coach advisors in prospecting, influence-building, and relationship expansion.
  • Strategic mindset paired with hands-on execution.
  • Excellent communication, interpersonal, and community engagement skills.
  • Strong understanding of regulatory and compliance standards.

Nice To Haves

  • Demonstrated success in business development and team growth.

Responsibilities

  • Effectively manage others by applying INTRUST’s supervisor and manager expectations, including relationship management, feedback, coaching and development, work culture expectations, critical thinking, business acumen, and resource management.
  • Provide leadership and oversight to Wealth Advisors and Retirement Plan Consultants, setting expectations for production, prospecting activity, client service, outcomes, and professional development.
  • Maintain a strong focus on client retention and cross-selling while identifying opportunities to deepen existing relationships through comprehensive advice.
  • Establish a performance-driven culture balancing growth, client experience, accountability, and collaboration across Wealth and Retirement teams.
  • Lead and model active business development, including personal prospecting, self-sourcing new client relationships, and participating in pipeline reviews, opportunity strategy, and referral development.
  • Partner with internal stakeholders to support advisors and focus their efforts on high-impact client and prospect activities.
  • Collaborate with Division leadership on business and product strategy, talent development, and long-term growth initiatives.
  • Monitor industry trends, competitive dynamics, and advisor best practices, and translate insights into actionable team strategies.
  • Ensure adherence to regulatory requirements and internal standards while reinforcing ethical behavior and professionalism.
  • Promote tools, technology, and processes that improve advisor effectiveness, client engagement, and prospecting efficiency.
  • Represent INTRUST Bank and the Wealth & Retirement business in the community through industry events, professional associations, community and nonprofit involvement, client and prospect events, and strategic networking.
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