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About the Role
The Institutional Wealth, Corporate Trust Relationship Manager III is primarily responsible for the overall client relationship management of the Department’s most complex and largest institutional corporate trust client accounts. In addition, the Relationship Manager III is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Incumbent works in a team atmosphere but must also be comfortable working independently.
Responsibilities
- Coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
- Review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
- Ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
- Analyze complex information and data to develop and recommend solutions to challenging projects.
- Identify opportunities to cross-sell additional financial services to existing and prospective clients.
Requirements
- Bachelor’s Degree in Business or related field of study.
- 8-10 years of directly related experience or 14-16 years of equivalent combination of education and experience.
- Juris Doctor or MBA preferred.
Location
- Dallas - DAL
- Austin - AUS
- Fort Worth - FTWT
- Houston - HOUS
- San Antonio - SANAN
Work Type
- Office - Occasional Travel
Experience Level
- 8-10 years
- 14-16 years
Education Level
- Bachelor’s Degree in Business or related field of study
- Juris Doctor
- MBA
About the Company
- BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
- 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!
Equal 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.