Managing Director - Private Wealth Client Services

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

Managing Director - Private Wealth Client Services

Tulsa, OK, US, 74101 Dallas, TX, US, 75001 Oklahoma City, OK, US, 73102 Houston, TX, US, 77001

Location: Tulsa -TUL, Dallas -DAL, Houston -HOUS, Oklahoma City -OKC

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 10/30/2026

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

Summary

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.

Job Description

The Managing Director - Private Wealth Client Services is primarily responsible for overseeing and managing a Private Wealth team of Client Service Associates who provide support services to our Private Banking team and their high net worth clients.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time

• You will manage and supervise a team that consists of Client Serices Associates, supporting our Private Wealth banking teams.
• You will provide leadership and authority in determining, appropriate business strategies and create efficiencies in order to provide best in class service to our clients.
• You will provideleadership in developing and implementing training for employees. You will be responsible for hiring, coaching, mentoring, performance reviews and corrective action up to and including terminating staff.
• You will lead the teams throughout the footprint by overseeing workflow and service levels for BOK Financial Private Wealth and performother such duties as may be necessary from time to time that are consistent with the duties of a managing director.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 15+ years of financial services industry experience with emphasis on investment risk and high net worth wealth platform solutions, including fiduciary management.

• Comprehensive knowledge of complex trust products and strategies as well as investment acumen.
• Excellent leadership and management skills.
• Excellent interpersonal, verbal and written communication skills
• Excellent customer service attitude and sales skills
• Excellent organizational skills with the ability to work under extreme pressures with strict time frames, and with high net worth entities
• Deep understanding of bank risk and bank compliance considerations
• Ability to be a champion of efficiency through streamlining processes
• Ability to effectively collaborate across many functional teams and lines of business

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.

Investing in our talent and building a great workplace is a top priority for us.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between. Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Manager, Customer Service, Finance, Management