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IW Corp Trust Relationship Manager II

Kansas City, MO, US

Req ID: 69009 

Job Location: Plaza Kansas City MO 

Areas of Interest: Corporate Trust 

Colorado Base Salary Range: Not Available 

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.                  .

Bonus Type

Formula Based

Summary

If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest dollar amount deals that people only hear about you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.   As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

Job Description

The Institutional Wealth - Relationship Manager II is primarily responsible for administering a wide variety of more complex/higher profile and larger/more profitable 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.  In addition, the Relationship Manager II is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Generally incumbent works independently, with direction from manager.

Team Culture

Our motto is simple – “Do the right thing”.  We are a collaborative, conscientious, and goal-oriented team.  We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

How You'll Spend Your Time

  • You will coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
  • You will review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
  • You will ensure compliance of all applicable laws and regulations, departmental policy and procedures, ERIS, governmental laws and regulations and that clients are operating within wealth management Bank standards.
  • You will analyze complex information and data to develop and recommend solutions to challenging projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 3-5 years related experience or 9-11 years of equivalent experience.

Working Conditions & Physical Requirements

Office

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 recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


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.

Benefits:

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


ABOUT BOK FINANCIAL


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.

FACTS:

  • 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: Kansas City

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

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