Private Wealth Trust Market Manager - Colorado, Arizona and New Mexico

Bonus Type

Summary

A leadership 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 Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado, Arizona and New Mexico.

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 lead a team of a team of Private Wealth Trust Officers. 
• You will attract, retain and develop your staff.
• You will actively participate in managing some of the portfolio’s largest and most complex clients, ensuring excellent client satisfaction and maximizing growth opportunities.
• You will ensure effective business development and portfolio maintenance activities with your team.  You’ll assist them in negotiating new business proposals as well as analyzing and evaluating all aspects of administering a large trust book of clients.
• You will lead the team in achieving growth targets, including executing an effective business development process, conducting relationship review / pipeline meetings and coordinating client outreach and overall relationship management.
• You will provide oversight on complex account relationships and trust structures. Actively develop relationships with prospective clients and existing clients, promote the bank's services and introduce clients to BOK’s overall offering, as appropriate.
• 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.