Executive Private Wealth Client Services Director

BOK Financial Corporation; Tulsa (OK); On-site; USD 180,000 - 280,000; Full time

Job summary

BOK Financial Corporation in Tulsa, OK seeks a Managing Director - Private Wealth Client Services to oversee a Private Wealth Client Services team supporting high net worth clients and the Private Banking group.

The role emphasizes leadership, fiduciary expertise, training, hiring, coaching, and elevating client service standards across the footprint with responsibility for staffing, performance reviews, and process efficiency.

Qualifications

• Bachelor’s degree and 15+ years in financial services, focused on investment risk and high net worth wealth platforms.
• Strong leadership, management, and communication skills.
• Deep knowledge of fiduciary management and complex trust products.
• Ability to streamline processes and collaborate across teams.

Responsibilities

• Manage and supervise a team of Client Services Associates supporting Private Wealth banking teams.
• Provide leadership in developing business strategies and efficient client service.
• Lead training initiatives and oversee hiring, coaching, performance reviews, and corrective actions.
• Oversee workflow and service levels across the Private Wealth footprint and related duties.

Skills

Leadership

Team management

Client service

Strategic planning

Training and development

Hiring and coaching

Education

Bachelor's degree

Job description

BOK Financial Corporation in Tulsa, OK seeks a Managing Director - Private Wealth Client Services to oversee a Private Wealth Client Services team supporting high net worth clients and the Private Banking group.

The role emphasizes leadership, fiduciary expertise, training, hiring, coaching, and elevating client service standards across the footprint with responsibility for staffing, performance reviews, and process efficiency.