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Position: 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.

Advisors Excel

Managing Director – Strategic Equity Investment Partnerships

Create and manage the full marketing and invitation process for all nonprofit partners, including obtaining compliance approval for all materials, maintaining weekly communication with nonprofits to ensure processes are followed, and managing and updating nonprofit lists in Marketing Central. Plan and execute all fundraising events from start to finish, including securing venues, catering, setup and shutdown, invitation process, guest list management, check-in, nametags, table assignments, attendee follow-up, and debrief meetings, including the Clay Shoot.

Renaissance Financial

Executive of Marketing and Public Relations

At Synergy Wealth Solutions , we do more than deliver financial products—we help people build real financial confidence through holistic planning, exceptional service, and a culture that is competitive, supportive, and deeply relationship-driven. We are seeking a high-performing Leadership Director who has built a successful financial advisory practice and is ready to lead others to the same level of achievement.

Synergy Wealth Solutions

Leadership Director

JobScore

Position: Tax Accountant Department: Finance Reporting to: Director of Tax Location: Lenexa, KS/ Topeka, KS - Onsite Overview: Are you a seasoned tax professional who enjoys the work but is worn out by the long hours of public accounting? We’re looking for someone who is technically strong, detail-oriented, and confident in managing complex tax matters, while continuously improving processes and thinking beyond the checklist.

Tax Accountant

Position: Digital Communications Analyst Department: Wealth Management Compliance Reporting to: Digital Communications Manager Location: On-site in Topeka or Lenexa, KS Overview: Are you an organized and detail-oriented professional looking for an exciting new challenge? What you’ll do: Regularly test and manage electronic communication tools to track advisors’ business communications, including but not limited to email, texting, social media, and websites.

Digital Communications Analyst

In this highly visible leadership role, youll partner closely with product, engineering, and executive leaders to define strategic roadmaps, guide investment decisions on high-stakes financial systems initiatives, and lead a high-performing Technical Product Management team. The ideal candidate brings a unique blend of financial acumen, technical expertise, product strategy, market insight, and people leadership, with a passion for turning complex financial and operational challenges into scalable solutions that accelerate growth and innovation across the enterprise.

YEAR

Ascend Learning LLC

Director Technical Product Management-Finance

In this dynamic role, you'll play a crucial part in supporting our compliance efforts by managing data to monitor the day-to-day activities of our advisors and registered representatives. In a fast-paced, ever-changing regulatory environment, we're seeking a self-motivated individual who embraces change and thrives on proactive problem-solving.

Advisors Excel LLC

Surveillance Compliance Intern

You'll work closely with our Web Designers and cross-functional teams to build websites that look great, perform exceptionally, and deliver a seamless experience across devices and browsers. As a Web Developer at Advisors Excel, you'll bring creative concepts to life by turning web designs into fast, responsive, and engaging digital experiences.

Web Developer

We're looking for someone who is technically strong, detail-oriented, and confident in managing complex tax matters, while continuously improving processes and thinking beyond the checklist. Who We Are: Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business.

Create original content for digital and printed materials, websites, case studies, e-blasts, feature articles, promotional pieces, presentations and various other communications. Leverage AI content generation and agentic tools to create content, identify and correct errors, ensure style consistency, and accelerate quality control across all assets.

Copywriter

The Top City Internship program is comprised of several large and small businesses and gives you the opportunity to visit and tour other great companies in the Topeka area, listen to talks from top business influencers and the chance to network with other Interns in the program throughout the city. As a Creative Department Intern, you will assist the Social Media Manager, Creative Department Assistant, and members of the Creative Team with various creative and administrative tasks.

Creative Department Summer Intern

What you'll do: Edit and Revise Videos: Implement revisions to client and corporate videos, including basic edits, adding graphics/logos, selecting background music, exporting final cuts, and uploading for client delivery. Preproduction & Shoot Assistance: Assist in preproduction planning for client shoots, and provide hands-on support during filming.

Video Intern

The Top City Internship program is comprised of several large and small businesses and gives you the opportunity to visit and tour other great companies in the Topeka area, listen to talks from top business influencers and the chance to network with other Interns in the program throughout the city. Overview: Our Summer Internship program is designed to give Interns a broad experience within Advisors Excel and exposure to different areas of the company.

Wealth Management Summer Intern

Our Wealth Operations Fee Specialist is a crucial member of our Finance team, responsible for ensuring the integrity, accuracy, and efficiency of our billing operations by leveraging data analytics and process oversight. What you'll do: Analyze and Reconcile Large Data Sets: Review billing and account data for discrepancies, identify trends, and resolve inconsistencies through deep data analysis.

Wealth Operations Fee Specialist

The Top City Internship program is comprised of several large and small businesses and gives you the opportunity to visit and tour other great companies in the Topeka area, listen to talks from top business influencers and the chance to network with other Interns in the program throughout the city. Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business.

Compliance Summer Intern

What you'll do: Regularly test and manage electronic communication tools to track advisors' business communications; including but not limited to email, texting, social media, websites. In this role, you'll manage and test our electronic communications tools to ensure our organization and clients stay compliant in the ever-changing regulatory landscape.

E-Communications Compliance Analyst

Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Life Reporting Intern

Who We Are: Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. Overview: As a Contract and Licensing Consultant, you are responsible for providing outstanding customer service to all our advisors when it comes to appointment requests and licensing.

Contract and Licensing Consultant

The Creative Operations Intern functions as an operations generalist, whose responsibilities span digital asset management, workflow optimization, resource administration, and marketing program support, driving organizational effectiveness and continuous improvement across our Creative team. What you'll do: Support the maintenance of business and marketing resources in the Daily Business Resources (DBR) site by reviewing account accuracy, cleaning up data, creating content, and assisting with help desk email inquiries.

Creative Operations Intern

This is an excellent opportunity for someone with early experience in the financial services industry who is eager to expand their trading and operational knowledge while growing alongside a dynamic, collaborative Trade Team. This includes confirmation of all executed transactions, resolving trade restrictions, servicing trading calls and emails, providing asset reports and conducting platform trainings.

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Wealth Operations Fee Specialist Advisors Excel LLC

Compliance Summer Intern Advisors Excel LLC

E-Communications Compliance Analyst Advisors Excel LLC

Life Reporting Intern Advisors Excel LLC

Contract and Licensing Consultant Advisors Excel LLC

Creative Operations Intern Advisors Excel LLC

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