Private Wealth Regional Manager

BOK Financial•Tulsa, OK

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 Regional Manager provides strategic leadership and operational oversight for a Private Wealth team within a designated regional market or functional area. This role combines direct client relationship management with leadership responsibilities, ensuring the delivery of exceptional wealth management services. The Regional Manager drives business growth through sales leadership, client retention, and risk management across multiple locations or a large geographic territory. This position is accountable for setting market objectives, managing budgets, and fostering a high-performance culture while ensuring compliance with fiduciary standards and company policies. Additionally, the role represents the organization in the community, strengthening the brand and expanding business networks.

Requirements

Bachelor’s degree in business administration or finance and 10-12 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 16-18 years equivalent work experience.
Advanced 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.
Strong goal setting and enforcement skills

Nice To Haves

Advanced degree in a business-related field.

Responsibilities

Lead and develop team members to ensure compliant, efficient account administration while managing performance, hiring, and workflow.
Oversee risk exposure across markets to keep metrics within established corporate standards.
Set annual goals and build operating plans, including budgets and staffing, while managing expenses and driving revenue.
Guide the team to achieve sales targets and deliver strong client satisfaction and retention results.
Manage a personal portfolio of clients, maintaining high service levels and adherence to fiduciary and banking practices.
Represent the organization in community and professional settings to strengthen brand presence and grow connections.
Create and execute wealth management strategies that ensure consistent service delivery and alignment with company policies.