Private Wealth Market Manager

7 days ago

Dallas, Texas, United States BOK Financial Full time
About the Role

We are seeking a highly skilled and experienced Private Wealth Market Manager to join our team at BOK Financial. As a key member of our organization, you will be responsible for leading a team of professionals in a geographically distinct market or functional area, with a focus on investment management or personal trust.

Key Responsibilities
  • Leadership and Team Management: Direct and supervise the work of team personnel to ensure effective and compliant administration of assigned accounts, determine work priorities, and schedule work assignments.
  • Risk Management: Manage the risk profile of the market and maintain risk metrics within corporate standards.
  • Departmental Objectives: Define annual department objectives, including developing operating plans, budget, and staffing level requirements, consistent with market goals and objectives.
  • Client Relationships: Manage a book of client relationships and lead the team to achieve annual sales, client satisfaction, and retention goals.
  • Community and Professional Activities: Participate in community and professional activities in the market, build the company brand, and expand your personal network of business contacts.
  • Strategic Planning: Develop and implement strategies focused on seamless delivery of wealth management solutions to clients, ensuring proper service levels to customers in compliance with sound banking and fiduciary practices, as well as BOKF policies and procedures.
Requirements
  • Education: Bachelor's Degree in Business Administration or Finance.
  • Experience: 8+ 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 14+ years equivalent work experience.
  • Skills: Extensive knowledge of investment management and asset allocation, accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures. Excellent written and verbal communication skills, with the ability to prepare and deliver persuasive oral and written reports and presentations. Proficient in personnel management, leadership ability, and team building skills. Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.

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