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Personal Trust Market Manager

Scottsdale, AZ, US

Req ID: 50149 

Areas of Interest: Trust 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.

Upon application to this position, you will be taken directly to an assessment. This assessment measures the job-related qualities that make a person productive by evaluating thinking and reasoning style, behavioral traits, and occupational interests. Please be sure you have 30-45 minutes to complete this. You will not be able to stop and return once you begin. It is recommended that you complete the assessment in a quiet setting without distractions.

The Market Manager, Personal Trust is primarily responsible for the management and administration of all personal trust activities including custody, estate, trust, IRA administration, and investment agencies; establishes and monitors account assignments, productivity objectives, staffing levels, develops department plans and budget; primary contact for audit and regulatory issues regarding personal trust; Leads effort to expand trust and investment management services within area of responsibility. Also responsible for promoting departmental activities among centers of influence.

PRINCIPLE DUTIES AND RESPONSIBILITIES:

  1. Directs and manages work of team personnel in the functional area; determines work priorities and schedules work assignments; interviews and recommends candidates; evaluates, orients, counsel, and trains subordinate personnel and recommends associated personnel actions.
  2. May administer trust accounts of special significance, especially those of a more delicate or complex nature and confers with Administrators, co-trustees, beneficiaries, and attorneys regarding these accounts.
  3. Organizes and chairs required operational committees including local Administrative & Investment Review Committee to meet all regulatory and legal requirements; assumes responsibility for preparation of reports provided to market executive, executive management and the various committees requested. May serve on other regional or national committees as assigned by Market Executive.
  4. Reviews trust instruments to determine duties and responsibilities of the Bank; Provides guidance to officers in implementing duties and responsibilities outlined in trust instruments; reviews and accepts/denies accounts on behalf of the bank within regulations and internal risk guidelines.
  5. Implements approved policies and programs to ensure regulatory compliance and customer satisfaction. Works closely with General Counsel, Internal Audit, and Regulatory Examiners to identify risks associated with administration of personal trust accounts and recommends actions and policies to minimize corporate liability and financial impact.
  6. Participates in business development activities and participates in joint calls with other Bank professionals.
  7. Establishes local client service and delivery standards consistent with Wealth Management policy and practices. Coordinates the consistent delivery of all investment management and administrative services in area of responsibility, including the service delivery of internal or external specialty asset managers.

 


KNOWLEDGE, SKILLS and ABILITIES:

 

  • Extensive technical knowledge of personal trust accounts, estate planning principles, taxation, and administrative procedures
  • Advanced analytical skills
  • Ability to deal with regulators, internal audit, and legal department
  • Proven ability to represent the Bank within the local legal and professional community
  • Excellent communication skills and ability to prepare and deliver persuasive oral and written report and presentations
  • Excellent people and teamwork development skills

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8+ years in trust management or 14+ years equivalent work experience.

PREFERRED:

  • Advanced Degree
  • Nationally-recognized trust school
  • Experience in Estate Administration and/or Advanced Financial Planning

SF-IND

SF-GD

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 
Apply today and take the first step towards your next career opportunity!

Upon application to this position, you will be taken directly to an assessment. This assessment measures the job-related qualities that make a person productive by evaluating thinking and reasoning style, behavioral traits, and occupational interests. Please be sure you have 30-45 minutes to complete this. You will not be able to stop and return once you begin. It is recommended that you complete the assessment in a quiet setting without distractions.
 
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.

FACTS:

  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017



Nearest Major Market: Phoenix

Job Segment: Bank, Banking, Manager, Internal Audit, Finance, Management

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