Market Executive

Req ID: 74002

Location: Houston -HOUS

Areas of Interest: Wealth Management; Private Banking; Trust

Pay Transparency 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

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. This role offers you the latitude to do your job, build long-term relationships with clients, bring in new business, and collaborate across the organization to achieve more together.

Job Description

The Market Executive position provides leadership of Private Wealth in a geographically distinct region, with a focus on investment management, private banking, and personal trust; establishes overall objectives and plans for the region; coordinates the activities of other Wealth Management Division departments; Acts as the senior Wealth Management officer in a region.

Team Culture

Meaningful impact comes from working together. Our team is a small and cohesive unit. Our camaraderie, shared decision making, mutual respect for others, and desire to deliver concierge style service make us successful. Managers at all levels practice an open door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected.

As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. We are passionate about the company's contributions to the markets we serve and the great opportunity we have to give back.

How You'll Spend Your Time

• You will direct and manage the work of team personnel in the functional areas of Investments, Private Wealth, and Personal Trust; you will determine work priorities and schedule work assignments; interview and recommend candidates; evaluate, hire, orient, coach, and train subordinate personnel; recommend associated personnel actions when necessary.
• You will develop and implement strategies focused on seamless delivery of wealth management solutions to clients; ensure proper service levels to customers in compliance with sound banking and fiduciary practices, as well as BOKF policies and procedures.
• You will coordinate activities of other Wealth Management Division departments, in collaboration with line of business managers, to effectively deliver Corporate Trust services, Retirement & Institutional Trust services, and Broker-Dealer services to the regional marketplace.
• You will provide oversight in the management & retention of large or sensitive customer relationships, especially those of a more delicate or complex nature and confers with Trust Officers, Private Wealth Bankers, Financial Consultants, and external stakeholders regarding those accounts.
• You will represent BOKF at a senior level in the regional marketplace by serving on various civic and charitable boards and committees.
• You will coordinate corporate activities between the region and corporate to achieve efficient and profitable delivery of services to the client base. Market Executive may serve on regional or national wealth management governance committees, as appropriate.
• You will assist in the development and implementation of the annual plan containing financial and non-financial strategic objectives deemed essential to division/corporate mission.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or a related field and 10-12 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 16-18 years equivalent experience. Preferred: Advanced degree in a business-related field

• Advanced knowledge of investment management and asset allocation
• Advanced knowledge of commercial and consumer banking activities and use of complex credit facilities.
• Advanced knowledge of accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures
• Advanced knowledge of current market place products and services
• Excellent customer service skills including sales experience
• Strong goal setting and enforcement skills
• Excellent interpersonal, verbal, and written communication skills with the ability to prepare and deliver persuasive reports and presentations

Working Conditions & Physical Requirements

Office - Occasional Travel

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 [email protected] with any questions.