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Kansas City Trust Market Executive

L7

central bankOverland Park, KS43 days ago

Occupations

Marketing ManagersSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors

Industries

Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Job Description
Overview: Central Trust Company provides world-class "fee-only" wealth management solutions, including investment management, fiduciary services, and comprehensive financial, estate, and tax planning services—all free from conflicts of interest. We pride ourselves on legendary client service, strong Midwest values, and more than 120 years of trusted roots.
Job Summary: The Market Executive is the senior leader and primary representative of the Kansas City Trust/Wealth Management office. This individual is responsible for driving market growth, deepening relationships with bank partners, and providing strong leadership to the local team. The Market Executive serves as the face of the Trust location and ensures delivery of comprehensive wealth and trust services aligned with organizational standards.
Job Duties: Serve as the face of the Kansas City Trust/Wealth Management office, representing Central Trust Company in the local market. Lead market growth initiatives through proactive business development and client acquisition. Build and maintain strong relationships with bank partners to drive cross-referral activity and integrated client solutions. Develop and maintain centers of influence relationships with attorneys, CPAs, and other advisors. Lead, coach, and develop the local wealth management team, fostering a high-performance and collaborative culture. Ensure consistent delivery of a high-quality client experience while maintaining fiduciary, regulatory, and compliance standards. Provide leadership oversight on complex client relationships and trust matters. Support recruiting, onboarding, and professional development to align talent with market growth goals.
Job Requirements:
  • RequiredQualificationsBachelor's Degree in finance, business, accounting, or a related field
  • Demonstrated leadership experience in wealth management, trust administration, or financial planning
  • Proven success in business development and market growth
  • Strong relationship management skills with clients and internal partners
  • Excellent written, verbal, and interpersonal communication skills
  • PreferredQualificationsFinancial planning background with CFP or equivalent designation
  • Trust and estate background with Juris Doctor (JD) strongly preferredCTFA or other advanced fiduciary or wealth management credentials10 or more years of experience in a trust, fiduciary, or wealth management leadership role
Job Details
Job Type: Full Time - Regular
Category: Trust Services
Salaried: Salaried
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Level

ManagerL7

Location

Overland Park, KS

Occupation

Marketing Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

43 days ago

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