Senior Wealth Manager
3 days 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 delivering exceptional client service and building strong relationships with high net worth individuals and businesses.
Key Responsibilities- Formulate and implement strategies to identify and pursue new business opportunities
- Develop and execute tailored solutions to meet the financial needs of clients
- Negotiate loan proposals and analyze credit requests to ensure optimal risk management
- Manage a portfolio of key client relationships and ensure ongoing satisfaction and loyalty
- Collaborate with internal teams to deliver a comprehensive range of financial services
To be successful in this role, you will need:
- A Bachelor's Degree in Finance or a related field
- 5-7 years of experience in credit/banking or a related field
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities. We offer a competitive salary and benefits package, as well as the chance to work with a talented team of professionals who are passionate about delivering exceptional client service.
If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply for this role.
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Senior Private Wealth Banker
2 weeks ago
Plano, 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 making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.Key...
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Wealth Management Professional
3 days ago
Plano, 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 Plano, Tx.Job Summary:We are looking for a highly motivated individual to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses,...
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Wealth Management Professional
6 days ago
Plano, 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 Plano, Tx.About the RoleThe Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families,...
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Wealth Management Advisor
2 weeks ago
Plano, Texas, United States Peak American Financial Companies, Inc. Full timeUnlock Your Potential as a Wealth AdvisorJoin a dynamic team at Peak American Financial Companies, Inc. and take your career to new heights as a Wealth Advisor. With a strong focus on client satisfaction and a commitment to excellence, we offer a unique opportunity for experienced professionals to grow their client base and achieve financial success.Key...
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Senior Private Wealth Banker
3 days ago
Plano, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth clients, providing tailored financial solutions, and driving business growth.Key ResponsibilitiesFormulate and execute...
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Customer Service Representative
7 days ago
Plano, Texas, United States LINCOLN WEALTH Full timeJob SummaryWe are seeking a highly motivated and organized Receptionist to join our team at Lincoln Wealth. As a key member of our front office, you will be responsible for providing exceptional customer service, managing appointments, and maintaining a positive and professional atmosphere.ResponsibilitiesProvide top-notch customer service to clients and...
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Private Wealth Advisor
3 days ago
Plano, Texas, United States BOK Financial Full timeJob Title: Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team at BOK Financial. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, and businesses.Key Responsibilities:Develop and implement comprehensive financial plans for...
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Financial Services Representative
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeJob OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with...
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Senior Technology Director
2 weeks ago
Plano, Texas, United States Saxon Global Full timeJob DescriptionThis is a 12-month contract with Comerica Bank. The role requires 2 days of office work and 3 days of remote work. The location is Plano, TX. The job is a Senior-level position with a focus on technology management.Key ResponsibilitiesLead a team of technology professionals with 15+ years of experience.Develop and implement technology...
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Senior Technology Director
3 days ago
Plano, Texas, United States Saxon Global Full timeJob DescriptionThis is a 12-month contract with Comerica Bank. The role requires 2 days of office work and 3 days of remote work. The location is Plano, TX. The job is a Senior role, and the Technology Manager must have 15+ years of experience and be a true leader in Banking and/or Wealth Management.Key ResponsibilitiesLead a team of technology...
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Senior Implementation Manager
2 weeks ago
Plano, Texas, United States TIER4 GROUP Full time{"h1": "Senior Implementation Manager", "p": "At Tier4 Group, we're seeking a seasoned Senior Implementation Manager to join our Technology Business Services team. As a key member of our global technology team, you'll play a critical role in driving strategic solutions and innovation to support our diverse businesses. In this role, you'll provide critical...
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Senior Implementation Manager
6 days ago
Plano, Texas, United States Tier4 Group Full timeUnlock Your Potential in a Global Technology TeamWe're seeking an experienced Senior Implementation Manager to join our Technology Business Services team. As a key member of our global technology team, you'll play a critical role in driving strategic solutions and innovation to support our diverse businesses.The Opportunity:In this role, you'll provide...
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Caregiver - Senior Living Assistant
4 weeks ago
Plano, Texas, United States Sunrise Senior Living Full timeAbout the RoleSunrise Senior Living is seeking a dedicated and compassionate Care Manager to join our team. As a Care Manager, you will be responsible for providing exceptional care and services to a consistent group of residents and their families in our assisted living and reminiscence neighborhoods.Key ResponsibilitiesBuild Meaningful Relationships:...
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Financial Planning Assistant
7 days ago
Plano, Texas, United States SFMG Wealth Advisors Full timeParaplanner Job DescriptionAt SFMG Wealth Advisors, we are seeking a highly motivated and detail-oriented Paraplanner to join our Financial Planning team. As a Paraplanner, you will play a critical role in supporting our Lead Planners and Advisors in developing comprehensive financial plans for our clients.Key Responsibilities:Develop a general understanding...
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Caregiver - Senior Living Assistant
4 weeks ago
Plano, Texas, United States Sunrise Senior Living Full timeAbout the RoleSunrise Senior Living is seeking a dedicated and compassionate Care Manager to join our team. As a Care Manager, you will play a vital role in providing exceptional care and services to our residents and their families in our assisted living and reminiscence neighborhoods.Key ResponsibilitiesBuild Meaningful Relationships: Develop strong bonds...
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Senior Implementation Manager
4 weeks ago
Plano, Texas, United States TIER4 GROUP Full timeJob Description**About the Role**We are seeking an experienced Senior Implementation Manager to join our Technology Business Services team at TIER4 GROUP. As a key member of our global technology team, you will play a critical role in providing critical support for order and execution management, working closely with key teams such as Client Guidelines and...
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Facilities Management Director
4 weeks ago
Plano, Texas, United States Sunrise Senior Living Full timeJob OverviewSunrise Senior Living is seeking a highly skilled and experienced Facilities Management Director to join our team. As a key member of our leadership team, you will be responsible for providing overall leadership and management of the facilities management operations in our Full Service communities.ResponsibilitiesDirect and manage all...
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Senior Activities Coordinator
2 weeks ago
Plano, Texas, United States Solstice Senior Living Full timeJob Title: Vibrant Life DirectorAt Solstice Senior Living, we are seeking a highly motivated and experienced Vibrant Life Director to lead our activities department. The successful candidate will be responsible for designing and implementing engaging programs that promote the physical, mental, and emotional well-being of our residents.Key...
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Dining Room Care Manager
2 weeks ago
Plano, Texas, United States Sunrise Senior Living Full timeAbout the RoleWe are seeking a highly motivated and organized Dining Room Care Manager to join our team at Sunrise Senior Living. As a Dining Room Care Manager, you will be responsible for providing exceptional dining and table services to our residents in a warm and welcoming environment.ResponsibilitiesProvide exceptional dining and table services to...
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Nurse Manager
2 weeks ago
Plano, Texas, United States Brookdale Senior Living Full timeOverviewBrookdale Senior Living is a leading provider of senior living communities, and we're seeking a skilled Nurse Manager to join our team at Brookdale Collin Oaks in Plano, Texas.ResponsibilitiesManage the day-to-day healthcare operations of the community to ensure residents' healthcare needs are met.Ensure residents are treated with respect and dignity...