Upvote
Downvote
Private Wealth Market Manager
Share Job
- Suggest Revision
- BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
- 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 Market Manager position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player-Coach, with a focus on either investment management or personal trust.
- You will develop and implement strategies focused on seamless delivery of wealth management solutions to clients, ensuring proper service levels to customers in compliance with sound banking and fiduciary practices, as well as BOKF policies and procedures.
- This level of knowledge is normally acquired through completion of a 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.
Active Job
Updated TodaySimilar Job
Relevance
Active