Market Manager Private Wealth - MLO

BOK Financial • Phoenix, AZ

96d

About The Position

The 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. A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

Requirements

• Bachelor's Degree in Business Administration or Finance.
• 8+ years of Private Wealth & Management, Investment Management, Commercial Banking & Management, Trust Administration & Management, and/or Sales Management experience, or 14+ years equivalent work experience.
• Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities.
• Knowledge of 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.
• Ability to communicate with senior level management, regulators, and executive officers.
• Leadership ability and team building skills.
• Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.

Responsibilities

• Manage and supervise work of a team of Private Wealth Bankers and Client Service Associates.
• Attract, retain and develop your staff.
• Manage a book of client relationships and continue to grow that book.
• Ensure effective business development and portfolio maintenance activities.
• Assist officers in negotiating loan proposals, as well as analyzing and evaluating credit requests.
• Manage the Private Wealth sales process, conduct sales meetings, and coordinate officer call schedules for all lending and deposit-gathering activities.
• Provide oversight on complex account relationships and credit structures.
• Develop relationships with prospective clients and existing clients, promote the bank's services and introduce customers to other departments when other services can be rendered.
• Define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.

Benefits

• Excellent training and development to support building long-term careers.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree