Private Wealth Client Services Director

Socket.dev; Oklahoma; On-site; USD 180,000 - 250,000; Full time

Job summary

BOK Financial Corporation Group is seeking a Managing Director - Private Wealth Client Services to oversee a Private Wealth Client Services team supporting Private Banking clients. Lead service delivery and strategic initiatives across the footprint for top-tier wealth management.

You will drive client satisfaction, mentor staff, and shape training, hiring, and performance processes while ensuring regulatory compliance and strong risk management across business lines.

Qualifications

• Bachelor’s Degree plus 15+ years of financial services experience.
• Expertise in investment risk and high net worth wealth platforms.
• Strong leadership, communication and customer service skills.
• Ability to collaborate across multiple teams and ensure compliance.

Responsibilities

• Manage and supervise a Private Wealth Client Services team.
• Develop business strategies to provide best-in-class service.
• Lead training, hiring, coaching, performance reviews, and corrective actions.
• Oversee workflow and service levels across footprints for Private Wealth.

Skills

Leadership

Customer service

Communication

Strategic thinking

Team management

Education

Bachelor's degree

Job description

BOK Financial Corporation Group is seeking a Managing Director - Private Wealth Client Services to oversee a Private Wealth Client Services team supporting Private Banking clients. Lead service delivery and strategic initiatives across the footprint for top-tier wealth management.

You will drive client satisfaction, mentor staff, and shape training, hiring, and performance processes while ensuring regulatory compliance and strong risk management across business lines.