Managing Director - Strategic Equity Investment Partnerships Advisors Excel LLCManaging Director - Strategic Equity Investment PartnershipsTopeka, KSOverview: Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network. In this role, you'll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high-potential opportunities and driving them through structuring, negotiation, and successful execution.
Managing Director – Strategic Equity Investment Partnerships Advisors ExcelManaging Director – Strategic Equity Investment PartnershipsTopeka, KansasPosition: Managing Director – Strategic Equity Investment Partnerships Department: Advisors Support Network Reporting to: Managing Partner Location: Lenexa, KS/ Topeka, KS - Onsite Overview: Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network. In this role, you’ll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high-potential opportunities and driving them through structuring, negotiation, and successful execution.
Investment Platform Analyst OneDigital Investment AdvisorsInvestment Platform AnalystOverland Park, KansasWorking closely with client portfolio managers, advisors, trading, operations, custodians, and technology partners, this individual manages complex conversion projects from initial strategy selection through account implementation and ongoing stabilization. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Investment Platform Analyst OneDigital Health and Benefits, Inc.Investment Platform AnalystOverland Park, KSWorking closely with client portfolio managers, advisors, trading, operations, custodians, and technology partners, this individual manages complex conversion projects from initial strategy selection through account implementation and ongoing stabilization. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerOverland Park, KSKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantOverland Park, KSKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningOverland Park, KSRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Senior Investment Manager BOK Financial CorpSenior Investment ManagerOverland Park, KSKnowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting Excellent decision making and problem-solving skills * Excellent oral, written and communication skills, including interpersonal skills BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. Req ID: 76739 Areas of Interest: Business Development; Financial Advisor; Investment Management; Investment Sales; Portfolio Management; Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 Recruiter: Emily Headrick Farley Hiring Manager: Victoria Ungashick Job Grade: 08 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc.
Deal Desk Analyst | Remote, USA OptivDeal Desk Analyst | Remote, USAOverland Park, KansasRemoteApply independent judgment and critical thinking to evaluate unique deal scenarios, challenge assumptions, and recommend creative solutions that balance profitability, competitiveness, customer expectations, and long-term account value. Partner cross-functionally with Sales, COS, Finance, Vendor Management, and leadership teams to understand business objectives and develop pricing strategies that support growth and margin goals.
Deal Desk Analyst | Remote, USA Optiv Security IncDeal Desk Analyst | Remote, USAOverland Park, KSRemoteApply independent judgment and critical thinking to evaluate unique deal scenarios, challenge assumptions, and recommend creative solutions that balance profitability, competitiveness, customer expectations, and long-term account value. This role is fully remote and can be hired anywhere within the continental U.S. The Deal Desk Analyst supports pricing strategy, deal analysis, margin optimization, and commercial decision-making within Optiv's security technology business.
Wealth Advisor Bok FinancialWealth AdvisorTopeka, KSThe Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.