Colorado Private Wealth Trust Market Leader

BOK Financial; Denver (CO); On-site; USD 175,000 - 250,000; Full time

Job summary

BOK Financial in Denver seeks a Trust Market Manager to lead the Private Wealth Trust Team serving Colorado clients, guiding strategy and operations for a sophisticated trust book.

You will attract, retain and develop staff, supervise complex portfolios, drive growth through proactive relationship management, and ensure excellent client service while aligning with the bank’s goals and risk controls.

Qualifications

• Bachelor's degree in Business Administration or Finance required.
• 8+ years of Private Wealth & Management or related experience required.
• Strong knowledge of investment management, asset allocation, or banking activities and complex credit facilities.

Responsibilities

• Lead a team of Private Wealth Trust Officers.
• Attract, retain and develop staff.
• Manage some of the portfolio's largest and most complex clients with focus on client satisfaction and growth.
• Oversee business development and portfolio maintenance with the team.

Skills

Leadership

Team building

Negotiation skills

Communication skills

Education

Bachelor's degree in Business Administration or Finance

Job description

BOK Financial in Denver seeks a Trust Market Manager to lead the Private Wealth Trust Team serving Colorado clients, guiding strategy and operations for a sophisticated trust book.

You will attract, retain and develop staff, supervise complex portfolios, drive growth through proactive relationship management, and ensure excellent client service while aligning with the bank’s goals and risk controls.