BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Formula Based
Summary
BOK Financial is seeking an individual for a role that blends growth, innovation, and a collaborative environment. The position involves guiding Private Wealth in various distinct regions, orchestrating the efforts of other departments, and possibly serving as the top Wealth Management officer. The organization appreciates skilled individuals and motivates them to reach their potential, with a focus on precision, follow-up, and a dedication to doing things correctly on the first attempt.
Job Description
The Private WealthMarket Director position provides leadership of Private Wealth in multiple geographically distinct regions, with a focus on investment management, private banking, and personal trust; establishes overall objectives and plans for the regions; coordinates the activities of other Wealth Management Division departments; May act as the senior Wealth Management officer in a region.
Team Culture
Our team’s culture, characterized by entrepreneurial drive and discipline, enables us to serve as reliable consultants, making sound decisions to contribute to our clients’ success. We maintain a strong work ethic, always making ethical choices, and foster an inclusive workplace that values both individual and collective responsibility. We promote respect, open communication, and diversity, while striving for perfection and acknowledging high-quality performance.
How You'll Spend Your Time
You will oversee and manage team personnel in Investments, Private Wealth, and Personal Trust, as well as Market Executives, by setting work priorities, scheduling assignments, hiring, training, and recommending necessary personnel actions.
You will devise and execute strategies for efficient wealth management solutions delivery, ensuring customer satisfaction in line with banking practices and BOKF policies.
You will oversee various Wealth Management Division departments to collaboratively provide Corporate Trust, Retirement & Institutional Trust, and Broker-Dealer services in the regional market.
You will supervise the management and retention of significant or sensitive customer relationships, liaising with internal and external stakeholders about these complex accounts.
You will be a senior representative of BOKF in the regional market, participating in various civic and charitable organizations.
You will streamline corporate activities for efficient service delivery and may participate in wealth management committees as needed.
You will help create and execute an annual plan with key financial and non-financial goals critical to the division’s or corporation’s mission.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or a related field and 12-14 years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 15 years equivalent experience. Preferred: Advanced degree in a business-related field
Excellent people management skills.
Advanced knowledge of current market place products and services
Good knowledge of investment management and asset allocation
Good knowledge of commercial and consumer banking activities.
Good knowledge of accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures
Excellent customer service skills including sales experience
Strong goal setting and enforcement skills
Excellent interpersonal, verbal, and written communication skills with the ability to prepare and deliver persuasive reports and presentations
Advertising Source
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. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.