IW RPAS Relationship Manager IV

Bonus Type

Summary

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Relationship Manager IV.

Job Description

The Institutional Wealth - RPAS 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.

Team Culture

BOKF Institutional Wealth is committed to our employees, customers, and community partners and our mission is to deliver the highest quality experience with integrity, knowledge and award-winning service.

We are a highly collaborative team. We treat each other with dignity and respect, value opinions and difference, and talk openly. We give praise, recognize quality work, and pursue excellence. We participate in group learning and idea sharing and practice candid communication. Problems are brought to the surface, and so are solutions; we’re receptive to feedback and constructive criticism. We believe in personal sharing and accountability.

How You'll Spend Your Time

• You manage a significant portfolio of accounts that includes the largest and most complex accounts in the portfolio.
• You will call on client contacts and high-level decision makers.
• You will manage all services provided to the client by our team including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
• You will maintain and improve profitability where possible.
• You will ensure assigned accounts are in compliance.
• You will develop new business from existing clients and collaborate with other internal partners to service all of the client’s needs.
• You’ll participate in community and professional activities in order to enhance the Bank’s image and expand personal network of business contacts.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 10 years related experience or 16+ years of equivalent experience.

Working Conditions & Physical Requirements