bok financialScottsdale, AZ
Market Manager Private Wealth Trust
Market Manager Private Wealth Trust
Market Manager Private Wealth Trust
bok financialScottsdale, AZ
today
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsMiscellaneous Financial Investment Activities
Apply for this role →Market Manager Private Wealth TrustDenver, CO, US, 80202 Scottsdale, AZ, US, 85054 Req ID: 78579 Location: Denver -DEN, Scottsdale -SCOTTA leadership career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado, Arizona and New Mexico. Team Culture Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions. We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. How You'll Spend Your Time You will lead a team of Private Wealth Trust Officers. You will attract, retain and develop your staff. You will actively participate in managing some of the portfolio's largest and most complex clients, ensuring excellent client satisfaction and maximizing growth opportunities. You will ensure effective business development and portfolio maintenance activities with your team. You'll assist them in negotiating new business proposals as well as analyzing and evaluating all aspects of administering a large trust book of clients. You will lead the team in achieving growth targets, including executing an effective business development process, conducting relationship review / pipeline meetings and coordinating client outreach and overall relationship management. You will provide oversight on complex account relationships and trust structures. Actively develop relationships with prospective clients and existing clients, promote the bank's services and introduce clients to BOK's overall offering, as appropriate. You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.
Education & Experience:
Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience. Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures. Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers. Leadership ability and team building skills. Demonstrated capacity to sell within the financial services industry with extensive negotiating skills. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status. Top 3 reasons to apply Empowered employees Award-winning culture Community commitmentBOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. 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 Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.
About BOK Financial Corporation:
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between. Operations focused in an eight-state footprint5,000 team members$53.2 billion in assets*$129.3 billion in assets under management and administration*$9.3 million donated to local nonprofits in 202556,000 volunteer hours by our employees in 2025*At June 30, 2026
Also on the board Same function, level within a rung
Level
Senior
Location
Scottsdale, AZ
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
today