Chief Medical Service

4 days ago


Edmond, Oklahoma, United States BOK Financial Full time

Job Summary:

The Managing Director of Private Wealth is a senior leadership role responsible for overseeing and managing a team of Private Wealth Advisors. This role requires excellent leadership and management skills, as well as a deep understanding of bank risk and compliance considerations.

Key Responsibilities:

  • Manage and supervise a team of portfolio managers, wealth advisors, and other personnel.
  • Allocate existing and future client relationships to financial advisors and managing directors on the team.
  • Ensure compliance with applicable regulatory, legal, and fiduciary requirements.
  • Develop and implement training for employees.
  • Hire, coach, mentor, and perform performance reviews and corrective action as needed.

Requirements:

  • Bachelor's Degree and 15+ years of financial services industry experience.
  • Excellent leadership and management skills.
  • Deep understanding of bank risk and compliance considerations.

About BOK Financial:

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. We are committed to providing equal employment opportunities 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.



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