IW Corp Trust Relationship Manager III

BOK Financial; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

BOKF Performance Plan (D02)

Job summary

BOK Financial seeks an Institutional Wealth Relationship Manager III to oversee the most complex corporate trust client accounts and identify opportunities to cross-sell financial services across the bank.

The role emphasizes client relationship management, cross-functional coordination, and ensuring compliance with laws and Bank standards while working in a collaborative team environment.

Qualifications

• Bachelor’s Degree in Business or related field and 8–10 years of directly related experience or 14–16 years of equivalent education/experience.
• Juris Doctor or MBA preferred.

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 and data to develop and recommend solutions to challenging projects.

Skills

Relationship management

Cross-selling

Analytical thinking

Education

Bachelor’s Degree in Business

Juris Doctor or MBA preferred

Job description

Location: Dallas -DAL, Austin -AUS, Fort Worth -FTWT, Houston -HOUS, San Antonio -SANAN

Areas of Interest: Corporate Trust

Pay Transparency Salary Range: Not available

Application Deadline: 10/09/2026

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®.

Bonus Type

• BOKF Performance Plan (D02)

Summary

If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest dollar amount deals that people only hear about you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

Job Description

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.

Team Culture

Our motto is simple – “Do the right thing”. We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

Our team members are located across the footprint; however, regardless of our location, we work together to grow the business, which may include sharing client accounts. We participate in group learning and idea-sharing, and we practice candid communication through our open-door policy. We bring problems and solutions to life. We’re receptive to feedback and constructive criticism and believe in personal and shared accountability.

How You’ll Spend Your Time

• You will coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
• You will review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
• You will ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
• You will analyze complex information and data to develop and recommend solutions to challenging projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and 8-10 years of directly related experience or 14-16 years of equivalent combination of education and experience.

Juris Doctor or MBA preferred.

Working Conditions & Physical Requirements

Office - Occasional Travel

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!

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.