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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.
Required Qualifications
Bachelor’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
Preferred Qualifications
Financial planning background with CFP® or equivalent designation
Trust and estate background with Juris Doctor (JD) strongly preferred
CTFA or other advanced fiduciary or wealth management credentialsn
10 or more years of experience in a trust, fiduciary, or wealth management leadership role
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Worksite address
overland park, KS, 66213, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.