Senior Retirement Advisor

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.

Tulsa
Tulsa
7134 S. Yale Ave., Suite 910
Tulsa, OK 74136, USA

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.
  • 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.
• 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
: At INTRUST Bank, you’ll join a team where innovation, collaboration, and a passion for client success are at the heart of everything we do. As a Senior Retirement Advisor, you play a critical role in empowering organizations and their employees to achieve financial security. Every day brings new opportunities to be effective by managing a significant and diversified portfolio of institutional retirement plan clients, providing expert guidance on investment management and ERISA compliance, and delivering exceptional service to meet complex client needs.

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 reasonable accommodation.

• 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.

Education and Experience: Bachelor’s degree required. 5+ years of Retirement Plan/Retirement Management experience required. Direct experience with participant accounting, investments, employee education, and retirement plan administration strongly preferred. Prior experience managing complex institutional accounts is highly desirable.

Required Skills and Knowledge
:
Deep understanding of retirement plan regulations, industry…