Market Manager Private Wealth Trust
About The Position
A leadership 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. You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado, Arizona and New Mexico.
Requirements
- Bachelor’s Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or 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 or 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
- Lead a team of Private Wealth Trust Officers.
- Attract, retain and develop staff.
- Actively participate in managing some of the portfolio’s largest and most complex clients, ensuring excellent client satisfaction and maximizing growth opportunities.
- Ensure effective business development and portfolio maintenance activities with your team.
- Assist team members in negotiating new business proposals as well as analyzing and evaluating all aspects of administering a large trust book of clients.
- Lead the team in achieving growth targets, including executing an effective business development process, conducting relationship review / pipeline meetings and coordinating client outreach and overall relationship management.
- Provide oversight on complex account relationships and trust structures.
- Actively develop relationships with prospective clients and existing clients, promote the bank's services and introduce clients to BOK’s overall offering, as appropriate.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
