IW Corp Trust Relationship Manager IV
BOK Financial•Bonner Springs, KS
•Remote
About The Position
If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest dollar amount deals that people only hear about you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.
Requirements
- Bachelor’s Degree in Business or related field of study
- 10+ years of directly related experience or 16+ years of equivalent combination of education and experience.
Nice To Haves
- Juris Doctor or MBA preferred.
Responsibilities
- The Institutional Wealth Management Corporate Trust Relationship Manager IV is primarily responsible for the overall client relationship management of the Department’s most complex and largest institutional client accounts.
- The Relationship Manager IV is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients.
- 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
