Managing Director - Private Wealth Client Services

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

Job summary

BOK Financial in Tulsa is seeking a Managing Director - Private Wealth Client Services to lead a team of Client Service Associates supporting our Private Banking group and high net worth clients.

You will set service strategies, drive efficiency, hire and coach staff, and oversee training, performance reviews, and disciplinary actions as needed, ensuring best-in-class concierge-style service.

Qualifications

• Bachelor’s degree and 15+ years in financial services with wealth management experience.
• Strong leadership and management skills.
• Excellent interpersonal, verbal and written communication.
• Customer service mindset and sales aptitude.
• Organizational skills to work under pressure with high-net-worth entities.

Responsibilities

• Manage and supervise a team of Client Services Associates supporting Private Wealth banking teams.
• Provide leadership in business strategies and create efficiencies for best-in-class service.
• Lead training development and oversee hiring, coaching, and performance reviews.
• Oversee workflow and service levels across the Private Wealth footprint and related duties.

Skills

Leadership

Client relationship management

Team supervision

Strategic planning

Mentoring

Education

Bachelor’s Degree

Job description

Req ID: 78563

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 Services 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 provide leadership 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 perform other 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.