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Market Manager Private Wealth - MLO

Oklahoma City, OK, US, 73008

Req ID: 72789 

Areas of Interest: Wealth Management 

Pay Transparency Salary Range: Not Available 

Recruiter: Kyle Clayton Weldon 

Hiring Manager: William Dunn Bowers 

Job Grade: 05 

At BOK Financial (BOKF), our employees are our most important asset and our growth over the years wouldn’t have been possible without our dedicated and talented work force. We know everyone has specific career goals. It’s what motivates us each day and why we’re invested in working with you.                   .

Bonus Type

Formula Based


A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

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. 

Job Description

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 private banking.


Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time

  • You will manage and supervise work of a team of a team of Private Wealth Bankers and Client Service Associates. 
  • You will attract, retain and develop your staff.
  • You will ensure effective business development and portfolio maintenance activities.  You’ll assist officers in negotiating loan proposals, as well as analyzing and evaluating credit requests.
  • You will manage the Private Wealth sales process, conduct sales meetings, and coordinate officer call schedules for all lending and deposit-gathering activities
  • You will provide oversight on complex account relationships and credit structures. You will develop relationships with prospective clients and existing clients, promote the bank's services and introduce customers to other departments when other services can be rendered.
  • You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.

Education & Experience Requirements

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.

  • Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or 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.
  • Leadership ability and team building skills.
  • Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.

Working Conditions & Physical Requirements


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!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
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.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.


BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.


  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998

Nearest Major Market: Oklahoma

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

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