2 senior wealth advisor jobs found in Kansas City, MO

Position Summary The Business Systems Specialist is a senior individual contributor responsible for leading complex business systems initiatives that support Premium Accounting operations. This role serves as a subject matter expert for business processes, systems, and data flows, and is accountable for end to end analysis, solution definition, and delivery outcomes for high impact initiatives. The Business Systems Specialist operates with a high degree of autonomy, partners closely with business and technology leaders, and applies advanced analytical and artificial intelligence tools to improve scalability, efficiency, and insight across systems and processes. What will your job entail? Key Responsibilities: Lead the analysis and definition of complex business and system requirements for cross‑functional initiatives, integrations, and enhancements impacting Premium Accounting. Translate business needs into comprehensive functional designs, user stories, acceptance...

The Select Personal Lines Account Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact:  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations • Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly • Participating in the...