Director-Wealth & Retirement Development at INTRUST Bank · Location…

Director-Wealth & Retirement Development

At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.

Job Summary: The Director of Wealth & Retirement Development is responsible for leading growth across the Wealth Management and Retirement Plan Consulting businesses within the Wealth & Retirement Division of INTRUST Bank. This role provides direct leadership to Wealth Advisors and Retirement Plan Consultants, with accountability for new business development, active prospecting, team development, client retention, and cross-functional collaboration. The Director serves as a visible leader within INTRUST Bank and the broader community, championing the firm’s value proposition, driving organic growth through self-sourced opportunities, and developing team members into confident, high-performing business developers. While retention and cross-sell remain core expectations, this role places equal emphasis on new client acquisition and proactive business development leadership. Responsible for ensuring the successful implementation of initiatives and projects to support the department and/or business unit. Establishes work processes for team members and ensures a high-level of 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. Maintains strict standards of confidentiality and performs 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.

• Provide leadership and oversight to Wealth Advisors and Retirement Plan Consultants, establishing clear expectations around production, prospecting activity, client service, outcomes, and professional development.

• Maintain strong focus on client retention and cross-sell, ensuring existing relationships continue to deepen while identifying new opportunities for comprehensive advice.

• Establish a performance-driven culture that balances growth, client experience, accountability, and collaboration across Wealth and Retirement teams.

• Lead and model active business development, including personal prospecting, self-sourcing of new client relationships, and participation in pipeline reviews, opportunity strategy, and referral development.

• Partner closely with internal stakeholders to ensure advisors are supported, scalable, and focused on high-impact client and prospect activities.

• Collaborate with Division leadership on business and product strategy, talent development, and long-term growth initiatives for the Division.

• Monitor industry trends, competitive dynamics, and advisor best practices, translating insights into actionable strategies for the team.

• Ensure adherence to regulatory requirements and internal standards while reinforcing ethical behavior and professionalism.

• Promote the use of tools, technology, and processes that enhance advisor effectiveness, client engagement, and prospecting efficiency.

• Serve as a public face of the Wealth & Retirement business, actively representing INTRUST Bank in the community through:

o Industry events and professional associations

o Community and nonprofit involvement

o Client and prospect events

o Strategic networking aligned with growth initiatives

• This role is expected to be highly visible and “out and about,” building credibility, brand awareness, and trust that directly supports business development efforts.

Education and Experience: Bachelor’s degree in finance, business administration, or related field required. Minimum 10 years of experience in Wealth Management, Retirement Plan Consulting, financial services or related sales leadership roles. Demonstrated success in business development and team growth strongly preferred.

Required Skills and Knowledge: Proven ability to lead, develop, and inspire high-performing advisory teams. Strong personal credibility in business development. Client acquisition and retention. Ability to coach advisors through 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.

Required Licenses and/or Certifications: None.

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.

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.