Market Manager Private Wealth

3 days ago


Dallas, Texas, United States BOK Financial Full time
Job Description

The Market Manager position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player-Coach with a focus on private banking.

Key Responsibilities
  • Manage and supervise work of a team of Private Wealth Bankers and Client Service Associates.
  • Attract, retain and develop your staff.
  • Ensure effective business development and portfolio maintenance activities.
  • Manage the Private Wealth sales process, conduct sales meetings, and coordinate officer call schedules for all lending and deposit-gathering activities.
  • Provide oversight on complex account relationships and credit structures.
  • Define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.
Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Finance and 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.

  • Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or 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; ability to communicate with senior level management, regulators, and executive officers.
  • Leadership ability and team building skills.
  • Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.


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