Market Manager Private Wealth Trust

BOK Financial Corporation; Denver (CO); On-site; USD 175,000 - 250,000; Full time

Job summary

BOK Financial Corporation in Denver seeks a Market Manager Private Wealth Trust to lead the Private Wealth Trust Team serving Colorado clients.

You will attract, retain and develop staff, manage some of the portfolio’s largest clients, and drive growth through sound relationship management.

Qualifications

• Bachelor's degree in Business Administration or Finance required.
• 8+ years in Private Wealth, Investment Management, Commercial Banking, or Trust Administration.
• Or 14+ years of equivalent work experience.
• Strong leadership, communication, and negotiation skills.

Responsibilities

• Lead a team of Private Wealth Trust Officers.
• Attract, retain and develop staff.
• Manage large, complex client portfolios with high satisfaction.
• Oversee business development and portfolio maintenance with the team.
• Negotiate new business proposals and assess trust administration.
• Develop annual department objectives and operating plans.
• Promote bank services to prospective and existing clients.

Skills

Leadership

Team Building

Communication

Negotiation

Education

Bachelor's Degree in Business Administration or Finance

8+ years Private Wealth/Management or related experience

14+ years equivalent work experience

Job description

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Market Manager Private Wealth Trust

Areas of Interest: Trust

Pay Transparency Salary Range: 175,000 - 250,000

Application Deadline: 09/25/2026

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

Formula Based

Summary

A leadership 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 Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado.

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 lead a team of a team of Private Wealth Trust Officers.
• You will attract, retain and develop your staff.
• You will actively participate in managing some of the portfolio’s largest and most complex clients, ensuring excellent client satisfaction and maximizing growth opportunities.
• You will ensure effective business development and portfolio maintenance activities with your team. You’ll assist them in negotiating new business proposals as well as analyzing and evaluating all aspects of administering a large trust book of clients.
• You will lead the team in achieving growth targets, including executing an effective business development process, conducting relationship review / pipeline meetings and coordinating client outreach and overall relationship management.
• You will provide oversight on complex account relationships and trust structures. Actively develop relationships with prospective clients and existing clients, promote the bank's services and introduce clients to BOK’s overall offering, as appropriate.
• You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or Finance and 8+ years of Private Wealth & Management and/or Investment Management and/or Commercial Banking & Management and/or Trust Administration & Management and/or Sales Management experience or 14+ years equivalent work experience.

• Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures.
• Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers.
• Leadership ability and team building skills.
• Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.

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.

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: Denver
Job Segment: Relationship Manager, Bank, Banking, Manager, Customer Service, Finance, Management