Corporate Trust Relationship Manager - Institutional Wealth

BOK Financial; Dallas (TX); On-site; USD 110,000 - 180,000; Full time

Job summary

BOK Financial's Institutional Wealth team seeks a Relationship Manager III to oversee the bank's most complex corporate trust client accounts in a demanding, high-value environment.

You will lead client relationships, identify opportunities to cross-sell financial services, and collaborate with internal teams while maintaining compliance with laws and regulations. This role emphasizes strategic thinking and client-first service.

Qualifications

• Bachelor's Degree in Business or related field is normally required.
• 8-10 years of directly related Institutional Wealth experience or 14-16 years of equivalent combination of education and experience.
• Strong relationship management and cross-sell capabilities are expected.

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 and analyze profitability of accounts.
• Ensure compliance with applicable laws and Bank standards.
• Analyze complex information to develop and recommend solutions for challenging projects.

Education

Bachelor's Degree in Business or related field

Job description

BOK Financial's Institutional Wealth team seeks a Relationship Manager III to oversee the bank's most complex corporate trust client accounts in a demanding, high-value environment.

You will lead client relationships, identify opportunities to cross-sell financial services, and collaborate with internal teams while maintaining compliance with laws and regulations. This role emphasizes strategic thinking and client-first service.