Private Wealth Market Manager
4 days ago
Job Summary:
The Private Wealth 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 either investment management or personal trust.
Key Responsibilities:
- Direct and supervise the work of team personnel to ensure effective, compliant administration of assigned accounts.
- Manage the risk profile of the market and maintain risk metrics within corporate standards.
- Define annual department objectives, including developing operating plans, budget, and staffing level requirements, consistent with market goals and objectives.
- Lead the team to achieve annual sales, client satisfaction, and retention goals.
- Manage a book of client relationships.
- Participate in community and professional activities in the market, build the company brand, and expand your personal network of business contacts.
- 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:
- Bachelor's Degree in Business Administration or Finance.
- 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.
- 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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