Managing Director - Private Wealth Client Services
About The Position
The Managing Director - Private Wealth Client Services oversees and manages a Private Wealth team of Client Service Associates who support the Private Banking team and its high-net-worth clients. The role focuses on anticipating client needs, delivering concierge-style service, and solving problems collaboratively across lines of business. The Managing Director provides leadership in setting appropriate business strategies and creating efficiencies to deliver high-quality client service. The role also oversees workflow and service levels for BOK Financial Private Wealth teams across the footprint, and performs other duties consistent with those of a managing director.
Requirements
- Bachelor’s degree.
- 15+ years of financial services industry experience, with an emphasis on investment risk and high-net-worth wealth platform solutions, including fiduciary management.
- Comprehensive knowledge of complex trust products and strategies, as well as investment acumen.
- Excellent leadership and management skills.
- Excellent interpersonal, verbal, and written communication skills.
- Excellent customer service attitude and sales skills.
- Excellent organizational skills and ability to work under extreme pressure, within strict time frames, and with high-net-worth entities.
- Deep understanding of bank risk and bank compliance considerations.
- Ability to champion efficiency by streamlining processes.
- Ability to collaborate effectively across functional teams and lines of business.
Responsibilities
- Manage and supervise Client Services Associates supporting Private Wealth banking teams.
- Determine appropriate business strategies and create efficiencies to provide best-in-class service to clients.
- Develop and implement employee training.
- Hire, coach, mentor, and conduct performance reviews for staff, and take corrective action up to and including termination.
- Oversee workflow and service levels for BOK Financial Private Wealth teams throughout the footprint.
- Perform other duties consistent with the responsibilities of a managing director.
Benefits
- Training and development to support employees' long-term careers.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
