IW Relationship Manager I- Corporate Trust

Date: Apr 30, 2018

Location: Kansas City, MO, US

Req ID: 40489 

Areas of Interest: Accounting; Finance; Legal; 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 I is primarily responsible for the development and maintenance of less complex institutional client accounts. Provides administration of assigned accounts in accordance with governing instruments, fiduciary law, consistent with BOKF policy. Responsible for meeting defined business development and retention goals. Works closely with Department and/or group manager.

  1. Effectively manages and administers assigned accounts. Calls on client contacts and account decision makers. Anticipates service needs and communicates enhancements. Resolves any questions or issues presented by clients or their providers.
  2. Oversees 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; 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.

  • Working knowledge of accounting practices and principles in order to effectively evaluate the needs of institutional clients
  • With regard to retirement plans, working knowledge of the requirements of ERISA and related IRS regulations and an understanding of the principles and practices of participant recordkeeping for defined contribution plans, where applicable
  • Working knowledge of bond trustee law and regulations, where applicable
  • Working knowledge of investments, including different types of strategies and styles
  • Experienced in use of software applications, including word processing and spreadsheet applications, as well as Web-based systems utilized internally and externally
  • Very good oral, written and communication skills, including interpersonal skills
  • Good presentation skills including presenting in front of a group
  • Ability to analyze complex information and data in order to develop and recommend solutions in challenging projects
This level of knowledge is normally acquired through completion of a Bachelor's Degree in business or related field and 1-2 years experience in a related field or 7-8 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. 

Nearest Major Market: Kansas City

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

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