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Family Office Director

Tulsa, OK, US

Req ID: 60973 

Job Location: Tulsa, OKC, DFW, Houston, Kansas City, Scottsdale Tulsa OK 

Areas of Interest: Wealth Management; Trust 

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

We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We use our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future.  We are inspired by our team’s entrepreneurial spirit.

About the Role

This is a new and unique role within BOK Financial. It’s an opportunity to build something from the ground up and make an immense impact on our clients and their futures.  You will lead and grow a Family Office Services team within the Bank that will provide support, consultation, oversight, growth and strategy in the Family Office space to our Private Wealth clients. You will be responsible for guiding our Family Office clients and advising them through the journey of what family stewardship means and how they can achieve the best for their missions. You will empower through education and inspire with future focused messaging.

What You Can Expect

Relationship building and trust will be vital in this role.  BOK Financial embodies value and care. We get things done. We’re flexible, nimble and do things because they’re right. This position is focused on making others successful, both our clients and our advisors. This will be accomplished by targeting and supporting our client base that has a need for Family Office Services, dedicated to maintaining family harmony, shared values and a united family mission through thoughtful governance. You will partner daily with internal leadership and Wealth team members, throughout our footprint, to ensure success and growth for all parties.   

Team Culture

You’ll work collaboratively with your colleagues, Private Wealth client team, and other lines of business throughout the bank.  You will work with an internal team to present holistic wealth management solutions to the prospect. It’s about putting the right products and services in front of the client. Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do. We act with honor and truthfulness.

How You'll Spend Your Time

  • You will build and lead a team that will work closely with BOK’s Wealth team members and leadership teams, throughout the markets we serve, to identify potential clients and work to uncover needs within their client base that would benefit from Family Office Services.
  • You will develop, implement and manage a team responsible for coordinating administrative needs of the largest account relationships within Private Wealth with complex needs such as trusts, partnership structures, corporate and charitable entities.
  • You will direct and manage a team to determine priorities, deliverables, goals, prospects, proposals and more, while aligning with internal bank partners, on Family Office Services needs
  • You will develop and solicit opportunities for our Family Office Services team, as well as other areas of the bank, through enhancement of BOK Financial’s image and offerings to our clients and the communities we serve.

We'd Like to Talk to You

 

COLLABORATION: Your work in teams and across departments will earn trust and ensure future successful partnerships.

INVESTMENT ACUMEN: Your extensive knowledge of investment-related products and services will be critical in building trust with clients and compelling them to act upon your recommendations.

BUSINESS DEVELOPMENT: Your proven track record of prospecting and building a client base with a high degree of integrity will contribute to your success.

BUILDING RELATIONSHIPS: Your excellent interpersonal skills will enhance your ability to build relationships with clients, coworkers, and centers of influence.

BUILDING A HIGH PERFORMING TEAM: You’re able to listen, collaborate, respond, coach, and provide constructive feedback; keeping your team engaged is necessary for high achievement.

DRIVE FOR RESULTS: You’ll consistently maintain high levels of productivity, work with ambition, efficiency, and determination to meet and/or exceed goals.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree and 8-10 years in family office services or financial planning/services or equivalent work related experience of 16-18 years.

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.

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: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Manager, Bank, Banking, Management, Finance

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