Lead Private Wealth Trust Market Manager

BOK Financial Corporation; Northern (KY); Hybrid; USD 175,000 - 250,000; Full time

Job summary

BOK Financial Corporation seeks a Market Manager Private Wealth Trust to oversee the Private Wealth Trust Team serving Colorado clients. You will lead staff, manage top accounts, and drive growth while delivering concierge-style client service.

The role requires a Bachelor's in Business or Finance and extensive Private Wealth leadership experience, with cross-functional collaboration across lines of business. Denver market focus with strong strategic impact.

Qualifications

• Bachelor’s degree in Business Administration or Finance required.
• 8+ years in Private Wealth, Investment Management, or related fields.
• Strong leadership and communication skills.
• Proven ability to grow and manage client relationships in financial services.

Responsibilities

• Lead a team of Private Wealth Trust Officers.
• Attract, retain and develop staff to grow the book of business.
• Manage some of the portfolio’s largest and most complex clients.
• Oversee business development and portfolio maintenance with the team.
• Guide relationship management and cross-sell across BOK offerings.
• Define annual department objectives and staffing plans.

Skills

Leadership

Team management

Negotiation

Communication

Relationship management

Education

Bachelor’s Degree in Business Administration or Finance

Job description

BOK Financial Corporation seeks a Market Manager Private Wealth Trust to oversee the Private Wealth Trust Team serving Colorado clients. You will lead staff, manage top accounts, and drive growth while delivering concierge-style client service.

The role requires a Bachelor's in Business or Finance and extensive Private Wealth leadership experience, with cross-functional collaboration across lines of business. Denver market focus with strong strategic impact.