Private Wealth Market Manager - Investment Management
About The Position
Our private wealth teams are passionately dedicated to the communities we serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients’ needs and crafting bespoke solutions through a comprehensive, client-centric approach. We provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth. The Market Manager position provides leadership of the Private Wealth Investment Manager team for the Oklahoma market as a Player-Coach. The Market Manager will manage the Investment Managers who partner with Wealth Advisors and Trust Officers on bank managed discretionary accounts.
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, 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.
- Proficient in personnel management, leadership ability and team building skills.
- Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.
Responsibilities
- Oversee team performance, staffing, and daily operations to ensure effective and compliant account administration.
- Manage market risk and maintain key metrics within corporate standards.
- Develop department goals, budgets, and staffing plans aligned with market objectives.
- Guide the team in achieving sales, client satisfaction, and retention goals.
- Build and manage strong client relationships within an assigned portfolio.
- Represent the organization through community involvement and professional networking efforts.
- Drive wealth management strategies that deliver seamless client service and regulatory compliance.
Benefits
- Excellent training and development
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What This Job Offers
Job Type
Full-time
Career Level
Manager
