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Institutional Wealth Relationship Manager IV

Houston, TX, US

Req ID: 49551 

Areas of Interest: Wealth Management 

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.                  .

The Institutional Wealth Relationship Manager IV is primarily responsible for the overall client relationship management of the Department’s most complex and largest institutional client accounts. In addition, the Relationship Manager IV is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Generally will require little direct supervision.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Effectively manages the relationships of existing clients to ensure retention. Manages a significant portfolio of accounts that includes the largest and most complex accounts of the Department. Calls on client contacts and high-level decision makers. Anticipates service needs and communicates enhancements. Resolves any questions or issues presented by clients or their providers. Reviews and negotiates new account documentation and may provide managerial support to other Relationship Managers.
  2. Manages all services provided to the client by the Department. Coordinates services provided by other areas of Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
  3. Maintains and where possible improves profitability for assigned account relationships; reviews fee schedules; negotiates fee increases; analyzes and evaluates fees and profitability of accounts.
  4. Ensures assigned accounts are in compliance with Wealth Management Group and Departmental policies and procedures, ERISA, governmental laws and regulations, and internal and external audit requirements; promotes operational efficiency and consistency; ensures each client is operating within Bank standards.
  5. Develops new business from existing clients through the identification of cross-sale opportunities for other Wealth Management products and services; develops and maintains collaborative business efforts between the client and other disciplines within the Bank; participates in community and professional activities in order to enhance the Bank’s image and expands personal network of business contacts for the development of referral business.
  6. Participates in community and professional activities in order to enhance the bank’s image and expand personal network of business contacts for the development of new business.


KNOWLEDGE, SKILLS and ABILITIES:
  • Extensive and demonstrated knowledge of accounting practices and principles in order to effectively evaluate the needs of institutional clients
  • Extensive and demonstrated knowledge of the requirements of ERISA and related IRS regulations and an in-depth and thorough understanding of the principles and practices of participant recordkeeping for defined contribution plans and /or extensive knowledge of bond trustee law and regulations
  • Extensive knowledge of investments, including different types of strategies and styles
  • Advanced experience in use of software applications, including expertise in various word processing and spreadsheet applications, as well as Web-based systems utilized internally and externally
  • Must have excellent oral, written and communication skills, including interpersonal skills
  • Excellent presentation skills including presenting in front of a group
  • Proven ability to analyze highly complex information and data in order to develop and recommend solutions in challenging projects
  • Demonstrated capacity to sell products/services within the financial services industry
This level of knowledge is normally acquired through completion of a Bachelor's Degree and 10 years related experience or 16+ years equivalent experience.

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!
 
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.

Please contact recruiting_coordinators@bokf.com with any questions. 

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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: Houston

Job Segment: Bank, Banking, Manager, Relationship Manager, Finance, Management, Customer Service

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