IW Corp Trust Relationship Manager III
BOK Financial•Addison, TX
•Hybrid
About The Position
The Institutional Wealth, Corporate Trust Relationship Manager III is primarily responsible for the overall client relationship management of the Department’s most complex and largest institutional corporate trust client accounts. In addition, the Relationship Manager III is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Incumbent works in a team atmosphere but must also be comfortable working independently.
Requirements
- Bachelor’s Degree in Business or related field of study
- 8-10 years of directly related experience or 14-16 years of equivalent combination of education and experience.
Nice To Haves
- Juris Doctor or MBA preferred.
Responsibilities
- Coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
- Review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
- Ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
- Analyze complex information and data to develop and recommend solutions to challenging projects.
Benefits
- Excellent training and development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
