Principal-Chief Investment Officer

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.

• 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.
• 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: The Chief Investment Officer (CIO) will be responsible for managing the investment activities within the Wealth & Retirement Division. This role involves developing and implementing investment strategies, leading the investment philosophy, and serving as the public face of the Division. The CIO will also be responsible for public speaking engagements and interacting with various media types to represent the Division. 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 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. 

• 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 strategic leadership and direction of the Wealth & Retirement Division.

• Develop and implement investment strategies that align with the Division's goals and objectives, with a key focus on the development of new business relationships.

• Lead the Investment Strategy Committee and ensure its effective implementation across the Division.

• Conduct research and review portfolios to identify investment opportunities.

• Identify financial risks and devise plans for mitigating them.

• Recommend investments and provide detailed explanations of their benefits to the Division and our clients.

• Compile and present regular reports on investment performance.

• Maintain pulse of industry trends, regulations and new investment offerings.

• Stay up to date on market forecasts and trends.

• Foster relationships with key stakeholders and clients to enhance the Division's reputation and growth.

• Proven ability to manage a team of investment executives and support subject matter experts.

• Serve as the public face of the Division, representing it in public speaking engagements and various media types.

Education and Experience: Bachelor’s degree in Finance, Economics or a related field; MBA and/or CFA preferred. 15+ years’ industry experience and 10 years’ management experience required. 

Required Skills and Knowledge: Proven experience as a Chief Investment Officer or in a similar role within the financial services industry. Excellent public speaking skills and experience with