Senior Wealth Management Professional
2 weeks ago
We are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for providing exceptional service to our high net worth clients and businesses, delivering tailored solutions and strategies to meet their financial needs.
Key Responsibilities- Formulate and implement strategies to identify, evaluate, and onboard key transactions to ensure continued financial health and maximum value creation.
- Manage a portfolio of key and strategic customer relationships, developing and executing tailored solutions to enhance profitability and customer satisfaction.
- Negotiate loan proposals with customers, analyze and evaluate credit requests, and underwrite loan commitments.
- Monitor and manage existing credit relationships, including loan renewals, financial statement analysis, and collateral valuations.
- Serve as a relationship manager, delivering products and services across departmental and divisional lines, and facilitating resolution of operational problems.
- Ensure compliance with relevant external regulatory and internal policies and procedures to minimize business risk and protect the organization's reputation.
- Bachelor's Degree in Finance or related field of study.
- 5-7 years of directly related experience in credit/banking or 8-10 years of equivalent combination of education and experience.
- Knowledge of commercial and consumer lending practices, loan documentation, and loan servicing requirements.
- Good knowledge of accounting principles and practices, financial analysis, and credit underwriting.
- Strong communication skills, with the ability to prepare and deliver persuasive oral and written reports and presentations.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities to support building long-term careers. We are committed to providing equal employment opportunities and are an equal opportunity employer.
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Senior Wealth Management Professional
3 weeks ago
Dallas, Texas, United States Hilltop Holdings Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Administrator to join our team at Hilltop Holdings. As a Senior Wealth Administrator, you will be responsible for the administration of complex trust and investment agency accounts, working closely with Wealth Strategists to identify and develop new business opportunities while...
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Senior Wealth Management Professional
3 weeks ago
Dallas, Texas, United States Hilltop Holdings Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Administrator to join our team at Hilltop Holdings. As a Senior Wealth Administrator, you will be responsible for the administration of complex trust and investment agency accounts, working closely with Wealth Strategists to identify and develop new business opportunities while...
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Wealth Management Professional
3 weeks ago
Dallas, Texas, United States Equitable Services Full timeAbout Equitable ServicesAt Equitable Services, we are a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and expertise to individuals, families, and businesses.Job SummaryWe are seeking a highly motivated and...
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Senior Wealth Management Professional
2 weeks ago
Dallas, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for providing exceptional service to our high net worth clients and businesses, delivering tailored solutions and strategies to meet their financial needs.Key...
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Senior Wealth Management Consultant
1 month ago
Dallas, Texas, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Wealth Management Professional
2 weeks ago
Dallas, Texas, United States Sunflower Bank, N.A. Full timeJob Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Dallas, TX.Job Summary:We are looking for a highly motivated and experienced Wealth Management Advisor to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth...
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Wealth Management Professional
2 weeks ago
Dallas, Texas, United States Sunflower Bank, N.A. Full timeJob Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Dallas, TX.Job SummaryWe are looking for a highly motivated and experienced Wealth Management Advisor to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth...
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Wealth Management Professional
3 weeks ago
Dallas, Texas, United States Equitable Services Full timeAbout Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.Job SummaryWe are seeking a highly...
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Senior Wealth Management Consultant
1 month ago
Dallas, Texas, United States Bank of America Full timeSenior Wealth Management ConsultantLocation: Dallas, TexasPosition Overview:The Senior Wealth Management Consultant is tasked with acquiring new clientele, enhancing existing client relationships, and expanding both internal and external networks to meet business development objectives. This role oversees the Client Management Process (CMP) and collaborates...
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Wealth Management Professional
3 weeks ago
Dallas, Texas, United States Equitable Services Full timeAbout Equitable ServicesWe are a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to individuals and businesses, empowering them to make informed decisions about their financial futures.Our TeamOur team of experienced financial professionals...
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Wealth Management Professional
3 weeks ago
Dallas, Texas, United States Equitable Services Full timeAbout Equitable ServicesWe are a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to individuals and businesses, empowering them to make informed decisions about their financial futures.Our TeamOur team of experienced financial professionals...
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Wealth Management Associate
1 week ago
Dallas, Texas, United States Equitable Advisors Full timeJob DescriptionWe are seeking a highly motivated and ambitious Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.Key...
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Wealth Management Support Professional
2 weeks ago
Dallas, Texas, United States Boutique Recruiting Full timeAbout the RoleBoutique Recruiting is seeking a highly skilled Client Services Associate to join our team in Dallas, TX. As a key member of our financial advisory team, you will play a vital role in enhancing the client experience by providing administrative and operational support to our wealth advisors and delivering exceptional client...
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Senior Wealth Management Consultant
1 month ago
Dallas, Texas, United States Sunflower Financial Inc. Full timeCompany Overview:Sunflower Financial Inc. is seeking a dynamic and driven individual to join our expanding Wealth Management division.Position Summary:The Wealth Management Advisor will play a crucial role in delivering personalized wealth planning and investment management solutions to affluent clients, including individuals, families, businesses, and...
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Market Manager Private Wealth
3 days ago
Dallas, Texas, United States BOK Financial Full timeJob DescriptionThe 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 ResponsibilitiesManage and supervise work of a team of Private Wealth Bankers and Client Service Associates.Attract, retain and develop your staff.Ensure effective...
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Senior Tax Consultant in Wealth Management
1 month ago
Dallas, Texas, United States Jobot Full timeHybrid Role: We are seeking a skilled professional to become part of our team at Jobot, a prominent firm in Wealth Management. This position provides an excellent work/life balance, an Employee Stock Ownership Plan (ESOP), annual bonuses, employer-covered benefits, volunteer opportunities, and remarkable potential for career advancement.About Us: Founded in...
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Senior Private Wealth Banker
2 weeks ago
Dallas, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.Key ResponsibilitiesFormulate and execute...
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Wealth Management Client Specialist
1 month ago
Dallas, Texas, United States Neuberger Berman Group LLC Full timeOverview:The Wealth Management Client Specialist will deliver extensive operational assistance to a distinguished Senior Wealth Advisory Team managing over $2 billion in assets. This role enhances the client journey by supporting the service, upkeep, and expansion of the team's affluent client portfolio. This position offers insights into Neuberger Berman's...
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Senior Private Wealth Banker
2 weeks ago
Dallas, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.Key ResponsibilitiesFormulate and execute...
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Senior Software Engineer
2 weeks ago
Dallas, Texas, United States The Goldman Sachs Group Full timeAbout PWM Client Onboarding TechnologyThe Private Wealth Management (PWM) business provides end-to-end Investment Management services and advice across a full range of asset classes for high net worth individuals. PWM leverages a global technology platform offering an integrated suite of tools and applications to service clients. This platform helps realize...
